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7216 Consent > Setting consent when creating binders
note
7216 requires that tax preparers receive taxpayer consent before disclosing taxpayer information to third-party individuals who provide “substantive determinations or advice affecting the tax liability reported by taxpayers” or any individual located outside the United States. If the 7216 Consent feature is enabled, the 7216 access restriction will apply to all binder services and TaxCaddy Client Profiles.
If you've turned on the 7216 Consent feature in
FileRoom
, then Admin
, you'll need to set 7216 consent when submitting a new binder. Depending on your service type and 7216 consent setting, you may see a message regarding your choices. If the 7216 Consent feature is enabled, the 7216 access restriction will apply to all binder services and TaxCaddy Client Profiles.Onshore services
Select here to learn about 7216 consent for onshore services.
When
7216 Consent Received?
is set to None selected
(default).Submission screen fields are not available. You can't make any selections or choices.
No message is displayed on top.
When
7216 Consent Received?
is set to No
. Submission screen fields are enabled. You can make selections and choices.
No message is displayed. The binder is eligible for 1040SCANverify Onshore.
When
7216 Concent Received?
is set to Yes
.Submission screen fields are enabled. You can make selections and choices.
The following message is displayed:
Please note that this binder is eligible for 1040SCANverify Offshore.
note
If the 1040SCANverify Onshore binder has 7216 consent, it will also be eligible for 1040SCANverify Offshore.
Offshore services
Select here to learn about 7216 consent for offshore services.
When
7216 Consent Received?
is set to None selected
(default).Submission screen fields are not available. You can't make any selections or choices.
No message is displayed.
When
7216 Consent Received?
is set to No
. Submission screen fields are not available. You can't make any selections or choices.
The following message is displayed:
Please note that for a binder to be eligible for 1040SCANverify Offshore, 7216 consent must be granted. Please close this window and select the 1040SCANverify Onshore option to launch the onshore submission screen.
When
7216 Consent Received?
is set to Yes
Submission screen fields are enabled. You can make selections and choices.
The following message is displayed:
Please confirm with your manager that 7216 consent has been granted for this client.
note
This message reminds you to verify that the binder has 7216 consent. A binder must have 7216 consent to be eligible for 1040SCANverify Offshore.
This article applies to:
- Product: SurePrep