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7216 consent

7216 Consent > Activate 7216 Consent

The
7216 Consent
 feature lets firms restrict their offshore customers from viewing binders when 7216 consent isn't granted. The activation process includes selecting the
Enable 7216 Consent Feature
 checkbox in
FileRoom
, then 
Admin
 and assigning permissions in User Group Management to restrict the user group from accessing binders or TaxCaddy Client Profiles unless the consent has been given. Users can then update 7216 consent for existing binders to indicate 7216 has been granted.
For TaxCaddy Clients, restricted customers can't be Owners or Assigned Members if 7216 consent hasn’t been received. You can update 7216 Consent from the Client Profile.
When you turn on the 7216 Consent feature, the 7216 access restriction applies to all binder services and TaxCaddy Client Profiles.
Follow these steps to turn on or turn off this feature:
  1. Go to
    FileRoom
    ,
    Admin
    , then
    ENTERPRISE FEATURES
    .
    Select ENTERPRISE FEATURES.
  2. Select
    7216
    Consent
    .
    Select the 7216 Consent tab.
  3. Select the field next to
    Enable 7216 Consent Features
    .
    To turn off the
    7216 Consent
     feature, clear the checkbox. 
    Select the "Enable 7216 consent permission" checkbox.
Turning of the 7216 Consent restriction will:
  • Show you a new required field on the
    Create New Binder
     window, you will need to select if 7216 Consent is granted or not when creating a new binder.
  • Show you an option to apply the 7216 Consent restriction to a group of users. Go to
    Admin
    ,
    Account Setup
    , and
    User Group Management
    .
  • Show a new column in FileRoom labeled
    7216 Consent
    . However, this does not appear by default, select
    Column Setup
     in
    FileRoom
    to make the
    7216 Consent
     column visible. Pre-existing binders will show
    NA
    (i.e., not applicable).
  • Not modify access to pre-existing binders. These pre-existing binders will continue to be accessible for all users, irrespective of 7216 restrictions. Please contact SurePrep Support if you would like to update pre-existing binders
    7216 Consent
     to
    No
    .
Turning off the 7216 Consent restriction will:
  • Remove 7216 restrictions from existing binders. Users with restricted access due to
    7216 Consent
    , will now be able to access the 7216 restricted binders and TaxCaddy Client Profiles.
  • Option to set 7216 Consent will no longer appear in the Create New Binder window , FileRoom, and TaxCaddy.
If the domain setting is re-enabled, binders that haven’t received 7216 consent will again be restricted. 7216 consent received/not received status associated with each binder and TaxCaddy Client Profile won’t change as a result of enabling or disabling the domain-level 7216 consent feature.

This article applies to:

  • PRODUCT: SurePrep
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