- Membership
- Certification
- Events
- Community
- About
- Help
Required security for W-9s
March 8, 2022
Q. I recall from a training that W-9s are required by the IRS to remain secure and locked up (if a physical copy) in order to protect the data such as SSN. I recall that we were even told that a W-9 couldn't be faxed unless it was to a fax machine that was secured in an office by a person responsible for collecting the W-9s and not in a common area where other employees could potentially have access to view the document.
I am unable to locate that in the IRS regulations or publication where…
Become A Member
Join IOFM today as a Professional, Business, or Enterprise Member — or upgrade your Starter Membership — to get access to this content and thousands of other Articles, Webinars, Expert Answers, Resource Downloads, and more!
Naturally, this forum doesn’t allow the kind of full information exchange necessary for the Institute of Finance & Management (IOFM) to provide legal advice and the Expert is not a tax attorney in any event. Please understand that the nature of our responses are limited by these constraints as well as the site’s Terms of Use. If you have further questions or suggestions about how we can improve IOFM, please let us know.
Ask The Expert is a member resource of IOFM and all advice provided is subject to site’s Terms of Use.
What are you waiting for?
