 |
|
 |
|
|
Resources
|
|
 |
|
|
|
|
News and Events
|
|
 |
|
| 2009Important Dates:
Come visit us at the Renaissance Dallas Hotel, 2222 N. Stemmons Freeway from 10:00 am to 2:00 pm Tuesday, June 9, 2009. For more information please call us at 866-649-1040.
|
|
Chase
|
SBBT
|
Republic
|
| Last day for RALs |
April 25
|
April 20
|
April 20
|
| Last day for Refund Transfers PERC/RTs/ERC |
Oct 15
|
Oct 31
|
Oct 15
|
| Last day for checks printed in ERO office: |
Sept 15
|
Oct 14
|
May 31
|
IRS Regulation 7216
IRS Regulation 7216 is effective January 1, 2009 and provides oversight to tax preparers regarding the use and disclosure of their clients’ tax information. Tax preparers who fail to comply with this regulation face a possible $1,000 fine and one year in jail for each violation.
IRS Regulation 7216: Use and Disclosure of Tax Information
|
| Consent to Use of Tax Return Information |
| As a tax preparer, you are required to have the client’s permission to use his or her tax information for purposes other than preparing and filing the tax return (such as determining whether bank or other financial products may be available to the client). The Consent to Use of Tax Return Information explains this requirement and must be signed before the return is prepared. |
| Consent to Disclosure of Tax Return Information |
| As a tax preparer, you are required to have the client’s permission to disclose his or her tax return information to third parties (such as to banks for bank products, or to service bureaus or franchisors). The Consent to Disclosure of Tax Return Information must be signed before sending the return to the designated third party |
IRC 7216
|
|
|
|
|
|
|
 |
|
 |
 |
|
 |
|