0522 Publ 5648-A (PDF)

Official source: IRS Forms, Instructions & Publications (https://www.irs.gov/pub/irs-pdf/p5648a.pdf), retrieved 2026-10-03. U.S. Government work (17 U.S.C. § 105).

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XYZ organization is a tax software company that strives to provide accurate and user-friendly software to both taxpayers and the tax preparer community. Our software was used prepare over XX,XXX returns during the 2017 filing season. We are committed to providing a secure environment for our customers through implementation of critical security measures that include authentication and NIST controls…. etc.

Our organization has worked diligently to implement the Security Summit recommendations related to authentication and NIST controls as well as other critical security measures. We are committed to developing and implementing safeguards in our software that will help to reduce identity theft and refund fraud.

We have demonstrated compliance with the rules, regulations and requirements contained in Publication 1345 and 3112.

We believe that working closely with the Security Summit we can help Federal and State Authorities in their efforts to detect and prevent identity theft tax refund fraud.

As a member of the Security Summit we will collaborate to identify data elements that have value in identity-proofing and authenticating a taxpayer and detecting identity theft tax refund fraud.

We will work with other members of the Security Summit to develop and recommend multi-layered minimum pre-filing authentication standards and best practices, recognizing these standards and practices will necessarily change as identity theft used to perpetrate tax refund fraud evolves and becomes more sophisticated.

We will provide lead reports weekly to the IRS from January through May each year and monthly from June through December…. etc.

Publication 5648-A (5-2022) Catalog Number 93102R Department of the Treasury Internal Revenue Service www.irs.gov