Consent to Disclose tab (Client Organizer)

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Use this dialog to enter information to prepare the Consent to Disclose Tax Return Information that will be used globally for all client organizers. When using this option, you do not have to access every client to enter consent information. To print a Consent to Disclose with the tax return, choose Setup > 1040 Individual, click the Federal tab, click the Other Return Options button, and then click the Consent to Disclose tab. Use the Document Editing window to create and modify all client documents including consent letters, transmittal letters, filing instructions, custom paragraphs, and invoices. For more information, see Client documents overview.

To view this tab, choose Setup > 1040 Individual, click the Organizer tab, and then click the Consent button.

Notes

  • If consent to disclose or consent to use information has also been entered in Screen Consent in the General folder, the information entered in Screen Consent will supersede the information entered in this dialog. Items listed in the Recipients of tax return information fields on this dialog will appear after items listed on Screen Consent, if applicable.
  • Use Screen Consent in the General folder to print a Consent to Disclose form to use in providing bank products (check, ACH direct deposit, or debit card).

IRC Section 7216 requires preparers to receive consent from their clients to disclose or use their tax information for purposes other than preparing their tax return, and in certain limited situations, for purposes involving tax return preparation. This includes using "third party" return data entry services, bank products, or products or services such as mortgage loans, mutual funds, individual retirement accounts, and life insurance.

Thomson Reuters cannot provide tax preparers with legal advice on these provisions. We strongly recommend that you seek counsel from your own legal advisor as to the specific consequences to, and requirements for, tax preparers regarding IRC Section 7216 and the regulations. This includes seeking counsel prior to using any Data Mining searches for anything other than the preparation of tax returns to ensure that you are in compliance with all applicable laws and regulations.

Fields & buttons

Consent to Disclose group box

Enter information in this section to prepare the Consent to Disclose Tax Information.

Choose Yes or No to indicate whether or not the disclosure of tax information is in a tax preparation or auxiliary service context. The selection in this field will produce the appropriate language required on the consent document. An entry in this field is required to print a Consent to Disclose.

Choose Yes, SSN omitted/masked; Yes, SSN visible; or No to indicate whether or not the recipient or recipients are located outside of the United States, and whether the SSN should display. If there is more than one recipient and any of the recipients are located outside of the United States, choose one of the Yes options. The selection in this field will produce the appropriate language required on the consent document. An entry in this field is required to print a Consent to Disclose.

Indicate up to four specified recipients of the taxpayer's tax information. An option to affirmatively select each recipient will be printed on the consent form. An entry in any one of these four fields is required to print a Consent to Disclose.

Related topics

Organizer tab

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