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Caution: DRAFT NOT FOR FILING. This is an early release draft of an IRS tax form, instructions, or publication, which the IRS is providing for your information ...
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01
Start by writing the heading 'Caution Draft Not For' at the top of the document.
02
Below the heading, clearly state the purpose of the document and the reason why it should not be shared or distributed.
03
Provide a brief description of the confidential or sensitive information that is contained in the draft.
04
Use bullet points or numbered lists to lay out the information in a clear and organized manner.
05
Include any warnings or disclaimers that may be necessary to ensure the recipient understands the implications of sharing the draft.
06
Proofread the document for any errors or inconsistencies.
07
Save the document in a secure location or format, such as password-protected files or encrypted drives.
08
Ensure that only authorized individuals have access to the draft and that proper security measures are in place to protect it.
09
Regularly review and update the caution draft not for as needed to reflect any changes in the content or restrictions.
10
When sharing the draft with others, clearly communicate the importance of confidentiality and the consequences of sharing it without permission.

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