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View client profiles

Update 7216 consent from TaxCaddy client profile

7216 Consent restriction lets firms restrict their offshore users from viewing TaxCaddy Client Profile and any linked binders if consent is not granted. For security purposes, all TaxCaddy Client Profiles by default are set as
7216 consent Not Received
. Once the client gives the consent, a Firm Administrator or another user with access to the Client Profile can update the Client Profile to give access to offshore users with 7216 access restrictions. Changes made to 7216 Consent on Client Profile will be synced when creating a binder from TaxCaddy.
Check 7216 consent status
If you want to check the 7216 Consent status for a Client Profile, select
More Actions
 on the navigation bar. The 7216 consent status will appear on the
7216 Consent
 menu as
Received/Not Received
.
Labeled MORE ACTIONS menu alerting user of 7216 consent.
You might also get the following notifications:
  • Notification alert
     Notification alert appears when an item in the
    More Actions
     menu requires your attention.
  • 7216 Consent Expiration Alert
     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.
Update 7216 consent
Follow these steps to update 7216 Consent settings from the client profile:
  1. 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 a client profile from the Overview screen.
  2. Select
    More Actions
     on the navigation bar then
    7216 Consent
    . 7216 Consent option will only appear if your firm has enabled 7216 restrictions.
    Select 7216 consent from the MORE ACTIONS menu.
  3. 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
    .
    Select the status of consent, either Received or Note Received.
  4. 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.
    Provide a consent expiration year in the YEAR field or select Perpetual for never-ending consent.
  5. Select
    SAVE
     to save changes. Select
    CANCEL
     to close without saving any changes.
    Select SAVE from the 7216 Consent window.
  6. Select
    CONFIRM
    .
    Select CONFIRM to enact the changes.
    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.
    Warning text when user does not have the necessary permissions to update 7216 consent status.
  7. Your updates to the client's 7216 consent status will now be reflected within their profile.
    Confirmation of consent status updates.

7216 Consent and Binders

Existing Binders
When 7216 consent is marked as
Received
 in Client Profile, all existing binders linked to different tax years will also update to 7216 Consent as received. However, changing the 7216 Consent back to
Not Received
 won’t update/sync the binder.
New Binders
When creating a binder from TaxCaddy, if a client profile has 7216 Consent as received then you will see a reminder that offshore services are available for this binder (Outsource Offshore and 1040SCANverify Offshore).
TaxCaddy Service Selection window
On the
Create New Binder
 window, the
7216 Consent Received?
 will be automatically selected based on the consent in TaxCaddy Client Profile for Outsource (Offshore/Onshore) and 1040SCANverify (Offshore/Onshore).
7216 Consent Received? field
note
If a consent is already given previously on the Client Profile, then you can’t select
No
 as an option unless you have the
Can undo 7216 Consent Received
 permission.

This article applies to:

  • Product: SurePrep
  • Sub-Product: TaxCaddy
  • Subject: Clients

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