Description
Master IRS Section 7216 consent rules to properly handle taxpayer data use and disclosure while staying compliant with federal regulations.
COURSE DESCRIPTION:
This course reviews the federal requirements governing a tax return preparer’s use and disclosure of taxpayer information under Section 7216. Topics include consent requirements, permissible uses and disclosures, preparation of compliant consent forms, and applicable regulations and IRS guidance.
LEARNING OBJECTIVES:
After completing this course, participants will be able to:
- Identify the requirements and limitations governing the use and disclosure of taxpayer information under Section 7216.
- Recognize when taxpayer consent is required and the requirements for preparing compliant use and disclosure consents.
| NASBA |
Field of Study: Taxes CPE Credit: 2.0 hours Delivery Method: QAS Self Study |
| IRS |
Field of Study: Ethics CE Credit: 2.0 hours IRS Program Number: VP8T3-E-00522-25-S |
| CTEC |
Field of Study: Ethics CE Credit: 2.0 hours CTEC Course Number: 1044-CE-05352 |
| Publication Date: | 4/6/2026 |
| Instructional Delivery Method: | QAS Self-Study |
| Level: | Intermediate |
| Prerequisites: | General knowledge of federal taxation and related tax concepts |
| Advanced Preparation: | No Advanced Preparation Required |
| Author: | Lee Reams, Sr., BSME, EA |
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Course Material:A copy of the course material is available for download under the Additional References tab. Refund Policy: Your complete satisfaction is our #1 priority. At CountingWorks, Inc., we do whatever it takes to make sure your expectations are met on every order we complete. We back all of our products with a 10-day no-hassle money-back guarantee. For information regarding refunds, complaints, and program cancellation policies, please contact our Customer Service Department at 1-800-384-1101. Certified Public Accountants: CountingWorks, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. Registration: Sign-up online by clicking add to cart above or by phone at 1-800-384-1101 |

