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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.
Permissions: Can undo 7216 Consent Received
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
. - Edit the user, then select theCan undo 7216 Consent Receivedpermissions checkbox on thePERMISSIONScolumn.
Revoking 7216 Consent from binders
Follow these steps to update
7216 Consent
from an existing binder:- Sign in to SurePrep .
- Select theEditicon
next to the binder you want to edit.
- On theEdit Binderwindow, clear the7216 Consent Rec'dcheckbox to remove 7216 consent.
- On the confirmation window, selectOK.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.
- SelectSave.
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.
To ensure consistent behavior between FileRoom and TaxCaddy, update the TaxCaddy client profile to match the Owner and Assigned Members in FileRoom.
This article applies to:
- PRODUCT: SurePrep