1. Mark your calendar. Income Tax returns are due April 18, 2023.
   
2. Choose a filing system. Will you file online or by paper? Use a tax preparer or file by yourself?
   
• The SCDOR recommends filing online through a trusted preparer. 
  
• Remember that qualified SC taxpayers have the option of using several different online filing providers for free electronic filing of state and federal returns. Find our list here.
  
3. Choose a refund delivery method. If you're expecting a refund, we recommend you select direct deposit. It’s the fastest, easiest, and most secure way to receive your refund. 
   
4. Gather needed documents and information: W-2s, receipts, Social Security Numbers, and paper forms (if not filing online).
5. Organize your documents in groups: charitable gifts, medical bills, property taxes, mortgage interest payments, or receipts.
6. Set aside time to organize information and file your taxes. Schedule time to focus on your tax information.

• Check the preparer’s qualifications. All paid tax return preparers must have a Preparer Tax Identification Number (PTIN). You can use the IRS Directory of Federal Tax Return Preparers with Credentials and Select Qualifications to help find a preparer.
  
• Check the preparer’s history. Find out if the preparer has a questionable history with the Better Business Bureau and check for any disciplinary actions and the license status of credentialed preparers. Check with state boards of accountancy for certified public accountants; state bar associations for attorneys; and the IRS Office of Enrollment for enrolled agents.
• Ask about their service fees. Avoid preparers who base their fee on a percentage of your refund or those who claim they can obtain larger refunds than other preparers. 
  
• Ask to e-file. The quickest way to get your refund is to electronically file and use direct deposit.
  
• Make sure the tax preparer is available. Make sure you will be able to contact the tax preparer after the return has been filed, even after the April due date, in case you have questions.
• Provide records and receipts. Good preparers will ask to see a taxpayer’s records and receipts. They’ll ask questions to figure things like the total income, tax deductions, and credits.
• Never sign a blank return. Avoid tax preparers that ask you to sign a blank tax form.
• Review the entire return before signing it. Before you sign your tax return, review it and ask questions. Make sure you understand everything and are comfortable with the accuracy of the return before you sign it. 
  
• Avoid preparers who refuse to sign a return they prepare or assist in preparing, on paper or electronically. The IRS calls these “ghost” preparers. They may require cash payments and not give receipts. They also may direct any refund into their bank account.
  
• Review details about your refund. Make sure your refund goes directly to you - not to the preparer's bank account. Review the routing and bank account number on the completed return.
  
• Report Abusive Tax Preparers to the IRS. Most tax return preparers are honest and provide great service to their clients. However, some preparers are dishonest. Report abusive tax preparers and suspected tax fraud to the IRS. Use Form 14157, Complaint: Tax Return Preparer. 
  

A strong password is the first line of defense for protecting your personal data online. Passwords are necessary for a majority of our online activities, including filing taxes, social networking, online banking, and paying bills. Creating complex and unique passwords help to keep your information more secure.

• Not be shared or written down in an open area. If you write down your password, lock it up in a secure area. 
• Contain at least one capital letter (A-Z), one lowercase letter (a-z), one number (1, 2, 3…), and one special character (*!#>/%@…)
• Be changed on a regular basis — once a quarter, or as the seasons change
  

• Be written down
• Contain the user id, user’s name or initials, or family member names
• Contain other personal identifying information (nicknames, license plates, home address, Social Security Number, birthday)
• Be used on more than one site

• When creating a password, try something that’s easy for you to remember but hard for a hacker to guess, like a passphrase. 
• A passphrase is a password composed of a string of words. You can easily turn a sentence into a complex and secure password.
  
• For example: Br0wnCow@teMyH0m3work!

You can also use a password manager that creates unique passwords and stores your encrypted data. That way if one site is compromised, the password cannot be used on other websites to compromise additional accounts.

Find more tips on online security on our Security Center.

The South Carolina Department of Revenue (SCDOR) is committed to keeping taxpayer information secure and helping to educate and inform taxpayers about potential identity theft and fraud threats. Follow these steps to help protect yourself and your family.

1. Educate yourself and your family on potential scams, phishing attempts, and how to avoid them by utilizing IRS, SCDOR and SC Department of Consumer Affairs information. 
   
2. Protect your personal information. Make complex online passwords. Do not use the same password for multiple sites. Keep sensitive paper documents locked in a filing cabinet.
3. Be careful with your money. Know who you’re dealing with in any situation involving monetary transactions. Don’t send money to unestablished charities. Don’t play foreign lotteries. Don’t agree to deposit a check and wire money back. Research a company before you invest. Always be wary of unsolicited offers.
4. Review your monthly statements carefully for any unauthorized charges. Thieves can steal your account information and run charges on your debit and credit cards. If you notice any strange charges, contact your bank or credit card company immediately.

Look for more tips and information regarding scams, phishing emails, and identity theft from the US Securities and Exchange Commission, the Federal Trade Commission, the IRS, and the SCDOR.