Frequently Asked Questions

The Ohio Department of Taxation has compiled a list of frequently asked questions covering many different categories.

To view the questions, click on the "Select Category" bar and then click on the category you are interested in.  A list of questions will appear pertaining to that category. Then click on the question you are inquiring about and the answer will appear.

Tax Professionals affected by a data breach or have clients who are identify theft victims.

A data breach is defined as an incident in which sensitive, protected or confidential data has potentially been viewed, stolen or used by an individual unauthorized to do so. Identity theft is defined as an incident when someone uses your personal information such as your name, Social Security number (SSN) or other identifying information, without your permission, to commit fraud or other crimes.

1. If you become aware of a possible identity theft or data breach situation of your system and/or client data, investigate immediately to make a final determination on your suspicion.

2. As a tax professional, you play a critical role in assisting your clients to overcome the challenges they may face. Therefore, it is extremely important to do the following:

  • Immediately recommend your client(s) follow the steps outlined previously to alert the appropriate parties of the identity theft. 
  • Timely assist your client(s), who may or may not have a filing requirement with Ohio and/or other entities, so they can fulfill their income tax obligations.    
  • Follow-up with your client(s) and any other involved parties to ensure all of their identity theft related issues are resolved. 

3. As a tax professional, you should also report any data breach of your system and/or client data immediately to the following parties:

  • Internal Revenue Service (IRS)
  • IRS Stakeholder Liaison
    •    They can be found by going to IRS.gov and typing "STAKEHOLDER LIAISON" into the search field
  • Ohio Department of Taxation (ODT)
  • State Taxation Authority
  • Ohio Attorney General's Office
    • 1-800-282-0515
  • Local police department
  • Insurance provider
  • Trusted IT security professional

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