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Federal input screens

Screen Consent - Consent to Disclose, Use Tax Return (1040)

Overview

Use this screen to enter client-specific information to prepare the Consent to Use Tax Return Information and/or Consent to Disclose Tax Return Information with the tax return. Up to four consents will print: Consent to Disclose - General, Consent to Disclose - Bank Product, Consent to Use - General, and Consent to Use - Bank Product. Use the
Document Editing
 window to create and modify all client documents including transmittal letters, filing instructions, custom paragraphs, and invoices.
To turn on
Consent to Disclose
 to print with the tax return for all clients, select
Setup
,
1040 Individual
, select the
Federal
 tab, select
Other Return Options
, and select the
Consent to Disclose
 tab.
To turn on
Consent to Use
 to print with the tax return for all clients, select
Setup
,
1040 Individual
, select the
Federal
 tab, select
Other Return Options
, and select the
Consent to Use
 tab.
To print the
Consent to Disclose
 or
Consent to Use letters with Client Organizer
, select
Setup
,
1040 Individual
, select the
Organizer
 tab, select
Consent
, and select the tab.

Consent to Disclose

Enter information in this section to prepare the Consent to Disclose Tax Information.
Select
Yes
 or
No
 to indicate whether or not the disclosure of tax information is in a tax preparation or auxiliary service context. The selection here will produce the required language on the consent document. An entry is required in this field to print a Consent to Disclose - General document.
Select
Yes
 or
No
 to indicate whether or not the recipient or recipients are located outside of the United States. If more than one recipient, select
Yes
 if any of the recipients are located outside of the United States. The selection in this box will produce the required language on the consent document. An entry is required in this field to print a Consent to Disclose - General document.
If this field is marked, the Consent to Disclose - Bank Products will be produced. This consent will include all required language in addition to paragraphs explaining that the disclosure of the client's tax return information will be for the approval of bank products.
The bank name in the Consent to Disclose - Bank Products will default to Refund Advantage. If Thomson Reuters isn't being used as the ELF transmitter, this field will be available for data entry. Enter the name of the bank that's providing the bank products.
Enter the date the consent will expire. All consents will be written with an expiration date of one year from the date printed if no expiration date is specified.
Enter
X
 in this field if the Consent to Disclose has been signed and returned. Data Mining can be used to set up various reports of clients that have this field marked.
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.

Consent to Use

Enter information in this section to prepare the Consent to Use Tax Information.
Enter the date the consent will expire. All consents will be written with an expiration date of one year from the date printed if no expiration date is specified.
Enter
X
 in this field if the Consent to Use has been signed and returned. Data Mining can be used to set up various reports of clients that have this field marked.
If this field is marked, the Consent to Use - Bank Products will be produced. This consent will include all required language in addition to paragraphs explaining that the taxpayer's information will be used to secure bank products.
The bank name in the Consent to Use - Bank Products will default to Refund Advantage. If Thomson Reuters isn't being used as the ELF transmitter, this field will be available for data entry. Enter the name of the bank that's providing the bank products.
Enter the name of the third party involved in the specific uses of tax return information indicated in the
Specific uses of tax return information
 fields. The name of the third party will print in the Consent to Use - General document.
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 Use. These options will be printed in the Consent to Use - General document.
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