E-File Process - Taxpayer Consent
Online · Written guide Content date 1 min read
In Tax Processors Plus Online, if a consent form has been created in the Configuration menu, the form will be one of the steps in a tax return's e-file process under the menu "Taxpayer Consent".
In the consent form's configuration, if the "Required For Efile" check box is checked, the preparer will not be able to continue past this step in the e-file process until they indicate whether the taxpayer accepts or declines consent and enters the taxpayer PIN (and spouse PIN if filing jointly) and the date are entered. (These PINs can be the same as or different than the PINs on Form 8879.)
Below is an example of a taxpayer consent form:
Additional Information:
Configuration - 7216 and Additional Consent Forms
E-File Process - Return Details Page
e-File Process - Bank Account Page