Renewing Your PTIN? You Need a WISP First.
Since 2024, every PTIN renewal requires you to attest that you have a Written Information Security Plan. No WISP, no PTIN, no tax practice. Get your free compliant template now.
- Satisfies Form W-12 WISP attestation requirement
- Meets IRS Publication 4557 standards
- Covers FTC Safeguards Rule for tax preparers
- Ready to customize in under 1 hour
Over 2,000 tax preparers have downloaded this template
Get Your Free WISP Template
- ✕WISP was "recommended" but not enforced
- ✕No attestation required on Form W-12
- ✕Many preparers operated without any security plan
- ✕FTC Safeguards Rule had limited enforcement
- ✓WISP is mandatory for all PTIN holders
- ✓Form W-12 attestation — must confirm you have a WISP
- ✓IRS auditing compliance — violations can cost your PTIN
- ✓FTC actively enforcing Safeguards Rule for financial services
What's in the Free WISP Template
Every section required by IRS Publication 4557 and the FTC Safeguards Rule.
IRS Publication 4557 Compliance
Covers all data security requirements for tax professionals — employee access controls, physical security, electronic safeguards.
FTC Safeguards Rule Coverage
Addresses the updated FTC Safeguards Rule requirements that apply to all financial institutions, including tax preparers.
Form W-12 Attestation Ready
Designed so you can confidently attest on your PTIN renewal that you maintain a compliant data security plan.
Customizable for Your Practice
Pre-written sections with clear instructions for personalization. Works for solo practitioners and multi-preparer firms.
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Our team builds WISPs tailored to your specific practice — with a full risk assessment, employee training materials, and annual review. Starting at $497.
Frequently Asked Questions
Starting in 2024, every tax preparer must have a Written Information Security Plan (WISP) as a condition of PTIN renewal. Form W-12 now includes an attestation that you maintain a data security plan compliant with IRS Publication 4557 and FTC Safeguards Rule requirements.
Yes. This template covers all requirements outlined in IRS Publication 4557 and the FTC Safeguards Rule. Once you customize it with your practice-specific details, you can confidently attest on Form W-12 that you have a compliant WISP.
Attesting that you have a WISP when you don't is a false statement to the IRS. If audited, you could face PTIN revocation, substantial penalties (up to $250,000), and potential criminal charges. The IRS has significantly increased enforcement of data security requirements for tax professionals.
Most solo practitioners complete the customization in under 1 hour. Multi-preparer firms typically need 2-3 hours. The template includes clear instructions and examples for every section that needs personalization.