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This article applies to:

  • Product: ONESOURCE Platform
  • Sub-Product: ONESOURCE Administration

7216-consent

The 7216 Consent is an important addition to ONESOURCE Income Tax. It helps customers manage and comply with IRS Form 7216 regulations. IRS Form 7216 requires tax preparers to get explicit consent from clients. This consent is needed before disclosing or using their tax return information for purposes other than preparing and filing the tax return.
This feature grants Administrators to:
  • Manage and track client consent for accessing sensitive tax data.
  • Set expiration dates for consents.
  • Control access based on whether users are in the U.S.-based or Non-U.S.-based.
Firms can implement this functionality to ensure that only authorized users access tax return data, which streamlines compliance efforts.
The 7216 Consent is opt-in at the Customer Account level. Customers or firms that require this functionality will need to contact their Customer Success Manager (CSM).

Key features

7216 Consent screen
Go to the
Administration
Setup
7216 Consent
 screen. Administrators with
Full Access
 permissions can switch the consent settings ON or OFF.
Users with the correct permissions can
View
 or
Edit
 the 7216 Consent settings for clients. You can provide these permissions via the
Administration
Edit Users or Groups
Product Permissions
screen.
  • View
     - Lets users view client consent status and expiration dates.
  • Edit
     - Lets users move clients between Available to Selected lists and manage consent expiration dates.
Consent tracking
Administrators manage client consent by selecting clients. Then they assign an expiration date for their consent. When needed, administrators can modify or extend the expiration dates. Expiration Date validation makes sure the consent date is within a valid range. The range is a minimum of 1 year and a maximum of 10 years from today.
7216 Consent screen
User region for U.S.-based and non-U.S.-based permissions
We added the new 7216 Consent section on the
User
Product Permissions
 page. This addition helps to manage the user region. Users without an assigned region are considered non-U.S. based by default.
consent checkboxes
Permissions and Client Selector logic
The Client Selector honors client consent status and User Region settings. It ensures that only authorized users can access clients. Access is based on their region and consent status. To simplify how permissions and user region settings interact with the Client Selector:
User region
Client content status
Visibility in Client Selector
U.S.-based
Any (Consent or No Consent)
Client Visible
Non-U.S.-based
Valid Consent (unexpired)
Client Visible
Non-U.S.-based
No Consent or Expired Consent
Client NOT Visible
  • Non-U.S.-based users can access all clients because there are no restrictions.
  • Non-U.S.-based users can only access clients if they have valid, unexpired consent.
Reports and audits
We’ve renamed the
Client Mapping
 report to
Client Details
 report. The
Client Details
 report now shows the 7216 Consent status and expiration date for each client. These columns only appear if the 7216 Consent switch is ON under the
Setup
 page.
The Audit logs track changes to client consent statuses, expiration dates, and user/group permissions.
A new
Client History
 report will capture all the client audit changes.
  1. Contact your Customer Success Manager (CSM) to request activation of your account.
  2. Go to
    Administration
    Setup
     once enabled.
  3. Turn the
    7216 Consent
     feature to the ON state.
  4. Transfer clients from the Available section to the Selected section on the
    7216 Consent
     screen, then enter the
    Expiration Date
    .
  5. Mark users as U.S.-based or Non-U.S.-based in
    Administration
    Edit Users
    Product Permissions
    .
  6. Assign users the permissions to
    View
     or
    Edit
     the 7216 Consent page.
  7. Monitor changes through the
    Client Details
     report and the upcoming
    Client History
     report for compliance tracking.

Troubleshoot: Clients not visible in client selector

If you're unable to see clients in the Client Selector, follow these steps:
  1. Verify the user's region settings in
    Product Permissions
    7216 Consent
    .
  2. Ensure that the client has valid and unexpired 7216-consent.
  3. Sign out and sign back in to refresh your permissions.
Non-U.S.-based users
If non-U.S.-based users can't see clients, follow these steps:
  1. Go to
    Setup
    7216 Consent
    .
  2. Verify that valid consents are set for the specific clients you want to view.