Client Release of Tax Info Form

[Kram BergGold]

For the past few years I have been using a release form. Now I see that IRS says it needs to be updated. I tried to read the IRS instructions but found then to be confusing. Assuming that the form I was using was in compliance with old IRS protocol, can anyone tell me what I need to change?

[ChEAr$]

For the past few years I have been using a release form. Now I see that IRS says it needs to be updated. I tried to read the IRS instructions but found then to be confusing. Assuming that the form I was using was in compliance with old IRS protocol, can anyone tell me what I need to change?

see separate email so I can send you mine.

[Jiggers]

see separate email so I can send you mine.

Harlan,
You have mine. Send me a copy of yours.

[veritas]

Ttb

For the past few years I have been using a release form. Now I see that IRS says it needs to be updated. I tried to read the IRS instructions but found then to be confusing. Assuming that the form I was using was in compliance with old IRS protocol, can anyone tell me what I need to change?

has a release form on their website if you are a paid user.

I don't know if it is in their book?

[arlo]

never used one

What does the release form do for the preparer?

[veritas]

It might keep you out

What does the release form do for the preparer?

of the hoosegow.

[MAMalody]

How about somebody sending me a copy of their form. While I am aware of it, I have had no release requests for a couple of years, but who knows what the future holds. ClergyTaxes@aol.com

[ChEAr$]

Harlan,
You have mine. Send me a copy of yours.

What? I do?

I'll just bet that's the one I inserted my information when you sent it, never had to use it, but then just sent it to Mark.
Hope you didn't have it copyrighted. (grin

[taxea]

Search irs.gov for updated information on F7216

[smithtax]

Rev Proc 2013-14

[AZ-Tax]

TTB current "Consent to release info" form has 2011 printed on form.

TTB current "Consent to release info" form has 2011 printed on bottom of form. Does anyone know if that form is in compliance with: Rev Proc 2013-14?

[MAJ]

Consent Form

Look at your Tax software - They may have a generic consent form as part of the Tax Return and/or other forms.

I review that form with Each client -
Also each form before they sign and e-file. Many just listen with a glazed look over their eyes...

It's amazing how I hear stories about other preparers and their quick filing tactics. A few have said, "I mail my taxes to my guy and he sends them back. I sign and pay - Many times I never even see the guy. Amazing..


My biggest issue I have is keeping my mouth shut so I can process the clients faster.

[Burke]

TTB current "Consent to release info" form has 2011 printed on bottom of form. Does anyone know if that form is in compliance with: Rev Proc 2013-14?

Pls advise how to access this form from TTB.

[AZ-Tax]

Accessing TTB Tools for tax pros

Pls advise how to access this form from TTB.

Log in and under "tools for tax pros".

[Burke]

I would if I could figure out which screen to go to where this is shown. It ain't on the Home screen. Hate to be such an idiot about this.