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Organizer input screen

Consent to Use tab (1040 Client Organizer)

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Use this dialog to enter information to prepare the Consent to Use Tax Return Information to 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 Use with the tax return, choose
Setup
1040 Individual
Federal
Other Return Options
Consent to Use
 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
1040 Individual
Organizer
Consent
Consent to Use
 tab.
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 would include seeking counsel prior to using any data mining searches for anything other than the preparation of tax returns, to ensure you are in compliance with all applicable laws and regulations.

Fields & buttons

Print Consent to Use
Mark this checkbox to activate the fields to create a Consent to Use and have it print with client organizers. If this field is not marked, consent to use 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 Use group box

Enter information in this section to prepare the Consent to Use Tax Information.
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 press the Tab key.
Third party involved in specific use of tax return information
Enter the name of the third party if one is involved in the specific use of tax return information.
Specific uses of tax return information
Indicate up to four specific uses of the taxpayer's tax information. An option to affirmatively select each use will be printed on the consent form. An entry in any one of these four fields is required to print a Consent to Use.

This article applies to:

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

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