How should personally identifiable information (PII) be discussed with taxpayers?

When discussing personally identifiable information (PII) with taxpayers, it is essential to do so in a manner that ensures confidentiality and protects the taxpayer's sensitive information. Discussing PII in a way that others cannot overhear is vital to maintaining privacy and security. This approach prevents unauthorized individuals from accessing or misusing the personal data of taxpayers, which is a fundamental principle in safeguarding their identities and financial information.

The other options fail to comply with privacy standards. Publicly discussing PII compromises confidentiality and exposes taxpayers to potential identity theft. Talking over phone calls may not always guarantee the same level of privacy, depending on the environment and whether secure communication lines are used. Finally, discussing sensitive information in open spaces increases the risk of being overheard, which undermines the trust that taxpayers place in the service and can lead to severe consequences if their information is misused. Therefore, ensuring discussions about PII occur in a private setting is the best practice.