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Posted

Help me out with this one please. Do we only use a 7216 disclosure signed statement when using bank products? Question, the communication between tax practitioners and ATX for efiling the tax returns does not count as a Third Party?

Posted

Well, that's not the only time, but yes, you do need a signed consent to communicate with banks for bank products. You don't need one to e-file the return, whether directly or via ATX. Unless you outsourced the prep...

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