Skip to main content
7216 consent
Search
Search SurePrep Support Help and Support.

This article applies to:

  • Product: SurePrep

7216 Consent > Revoke consent from existing 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.
Users assigned to a group with Restrict Access permission require 7216 consent to access the binder/client or become Owners/Assigned Members. If the 7216 consent was erroneously added then you can edit the binder to remove the consent. Removing 7216 Consent will also remove 7216 restricted users as Owners and Assigned Members. Additionally, the binder and TaxCaddy Client Profile won’t be visible to 7216 restricted users in FileRoom and TaxCaddy. 
To remove 7216 consent, users must be assigned to a group with 
Can undo 7216 Consent Received
 permissions. 
Go to 
Admin
,  
USERS
, then 
User Group Management
.
  1. Edit the user, then select the 
    Can undo 7216 Consent Received
     permissions checkbox on the
    PERMISSIONS
     column.
Select the "Can undo 7216 Consent Received" checkbox.
Follow these steps to update
7216 Consent
 from an existing binder:
  1. Sign in to SurePrep .
    Sign into FileRoom.
  2. Select the
    Edit
     icon Edit icon next to the binder you want to edit.
    Select the Edit icon.
  3. On the
    Edit Binder
     window, clear the 
    7216 Consent Rec'd 
    checkbox to remove 7216 consent.
    Select the "7216 Consent Rec'd" checkbox.
  4. On the confirmation window, select
    OK
    .
    Removing 7216 Consent will also remove any existing 7216 restricted users as Owners and Assigned Members. Additionally, the binder and client profile won’t be visible to 7216 restricted users in FileRoom and TaxCaddy. 
    Warning that removing 7216 consent will remove restricted users.
  5. Select
    Save
    .
You will see the following warning message if the changes couldn’t be synced with TaxCaddy:
We were unable to sync this change with TaxCaddy. Make this change manually in TaxCaddy to ensure consistent behavior. If the problem persists, contact support.
Message that the changes were not synced to TaxCaddy.
To ensure consistent behavior between FileRoom and TaxCaddy, update the TaxCaddy client profile to match the Owner and Assigned Members in FileRoom.

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close