Why this consent exists
Federal law (Internal Revenue Code section 7216 and its regulations) stops a tax return preparer from disclosing a taxpayer’s return information to anyone else without the taxpayer’s written consent. Because TaxSQR prepares files at its offices in India, the consent must also cover disclosure to a preparer located outside the United States, and it must say so plainly.
The rules the form must follow
- The taxpayer signs before any information is shared — never after.
- The form must use the mandatory wording from the regulations, in at least 12-point type.
- Consent cannot be a condition of preparing the return.
- The taxpayer chooses how long the consent lasts; if nothing is said, it lasts one year.
- If a joint return, both spouses sign.
Model consent
Firms with a signed services agreement can download our model consent — pre-filled for disclosure to TaxSQR’s preparation offices, including Mobility SQR Services Private Limited in India — from the platform, or request it at contact@taxsqr.com. Your firm keeps the signed original and uploads a copy with each return file; we may decline files that arrive without a consent on record.
If something goes wrong
A taxpayer who believes their return information was disclosed or used improperly may contact the Treasury Inspector General for Tax Administration (TIGTA) at 1-800-366-4484 or complaints@tigta.treas.gov.
This page is general information, not legal advice. Have your own counsel confirm your consent forms fit your firm’s situation.