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IRS Regulation 7216: Use and Disclosure of Tax Information

IRS Regulation 7216 guides tax preparers on the use and disclosure of their clients' tax information. This regulation helps taxpayers control their tax information and make informed decisions regarding the preparer's use of that information. Tax preparers who fail to comply with this regulation could receive a $1,000 fine and one year in jail for each violation.

View the IRS Revenue Proc

Consent to Use of Tax Return Information

As a tax preparer, you are required to have the client’s permission to use his or her tax information for purposes other than preparing and filing the tax return (such as determining whether bank or other financial products may be available to the client). The Consent to Use of Tax Return Information explains this requirement and must be signed before the return is prepared.

Consent to Use of Tax Return Information

Consent to Disclosure of Tax Return Information

As a tax preparer, you are required to have the client’s permission to disclose his or her tax return information to third parties (such as to banks for bank products, or to service bureaus or franchisors). The Consent to Disclosure of Tax Return Information must be signed before sending the return to the designated third party.

Consent to Disclosure of Tax Return Information

Consent Forms for Bank Products

RefundAdvandage Consent to Disclosure
Refundo Consent of Disclosure
EPS Consent to Disclosure
Republic Consent of Disclosure
River City Consent of Disclosure
TPG Consent of Disclosure