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Organizer input screen

Consent to Disclose tab (1040 Client Organizer)

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Use this dialog to enter information to prepare the
Consent to Disclose Tax Return Information
 that will be used globally for all client organizers. When using this option, you do not have to access every client to enter consent information. To print a Consent to Disclose with the tax return, choose
Setup
1040 Individual
Federal
Other Return Options
Consent to Disclose
 tab. Use the
Document Editing
 window to create and modify all client documents including consent letters, transmittal letters, filing instructions, custom paragraphs, and invoices.
To view this tab, select
Setup
 then
1040 Individual
, select the
Organizer
 tab, and then select the
Consent
 button.
note
  • If consent to disclose or consent to use information has also been entered in the
    Consent
     screen in the
    General
     folder, the information entered in the
    Consent
     screen will supersede the information entered in this dialog. Items listed in the
    Recipients of tax return information
     fields on this dialog will appear after items listed on the
    Consent
     screen, if applicable.
  • Use the
    Consent
     screen in the
    General
     folder to print a Consent to Disclose form to use in providing bank products (check, ACH direct deposit, or debit card).
IRC Section 7216 requires preparers to receive consent from their clients to disclose or use their tax information for purposes other than preparing their tax return, and in certain limited situations, for purposes involving tax return preparation. This includes using "third party" return data entry services, bank products, or products or services such as mortgage loans, mutual funds, individual retirement accounts, and life insurance.
Thomson Reuters cannot provide tax preparers with legal advice on these provisions. We strongly recommend that you seek counsel from your own legal advisor as to the specific consequences to, and requirements for, tax preparers regarding IRC Section 7216 and the regulations. This includes seeking counsel prior to using any Data Mining searches for anything other than the preparation of tax returns to ensure that you are in compliance with all applicable laws and regulations.

Fields & buttons

Print Consent to Disclose
Mark this checkbox to activate the fields to create a Consent to Disclose and to have it print with the client organizer. If this field is not marked, consent to disclose information will not print with client organizers unless it is entered on Screen Consent in the General folder. This option is not enabled by default.

Consent to Disclose group box

Enter information in this section to prepare the Consent to Disclose Tax Information.
Disclosure of information in a tax preparation or auxiliary service context
Select
Yes
 or
No
 to indicate whether or not the disclosure of tax information is in a tax preparation or auxiliary service context. The selection in this field will produce the appropriate language required on the consent document. An entry in this field is required to print a Consent to Disclose.
Recipient(s) located outside of the United States
Select
Yes, SSN omitted/masked
;
Yes, SSN visible
; or
No to indicate whether or not the recipient or recipients are located outside of the United States, and whether the SSN should displa
y. If there is more than one recipient and any of the recipients are located outside of the United States, select one of the Yes options. The selection in this field will produce the appropriate language required on the consent document. An entry in this field is required to print a Consent to Disclose.
Date consent will expire…
Enter the date the consent will expire. All consents will include an expiration date of
One year from signature date
 if no expiration date is specified. To save the date within the dialog, select the date from the attached calendar and use the
Tab
 key.
Recipient(s) of tax return information
Indicate up to four specified recipients of the taxpayer's tax information. An option to affirmatively select each recipient will be printed on the consent form. An entry in any one of these four fields is required to print a Consent to Disclose.

This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual
  • Subject: Organizer

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