Update 7216 consent from TaxCaddy client profile

Notification alert
appears when an item in the
More Actions
menu requires your attention.
7216 Consent Expiration Alert
appears when 7216 Consent is going to expire in 2 months or less. Hover over the icon to view the expiration date, for example:
"
7216 Consent will expire on December 31, 2025.
"
note
The Client Profile Owner will receive a reminder email 2 months prior to the 7216 consent expiration date. Another email will be sent when the consent expires.

On the
Overview
screen, select a client tile to view their client profile. You can also search for a client then select the client tile from the search result.

Select
More Actions
on the navigation bar then
7216 Consent
. 7216 Consent option will only appear if your firm has enabled 7216 restrictions.

On the
7216 Consent
window, select
Received
if the client has given 7216 consent for offshore users. To remove the consent, select
Not Received
.
note
After consent is given, only users with
Can undo 7216 Consent Received
permissions can change the 7216 Consent as
Not Received
.

If you selected the consent as received in the previous step, then select the calendar year when the consent should end. Alternatively, you can select
Perpetual
if the consent is continuous and doesn't need to be renewed.
note
If you didn't select
Perpetual
as an option then Client Profile Owner will receive a reminder email 2 months prior to the (7216) consent expiration date. Another email will be sent when the consent expires.

Select
SAVE
to save changes. Select
CANCEL
to close without saving any changes.

Select
CONFIRM
.

You will see an error if you don’t have permission to revert 7216 consent from
Received
to
Not Received
. You will need to be granted
Can undo 7216 Consent Received
permission from
Account Admin
. Contact your Firm System Administrator if you need access to this permission.

Your updates to the client's 7216 consent status will now be reflected within their profile.

7216 Consent and Binders