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Consent to Disclose Tax Return Form Template

Streamline Client Authorization for Tax Information Disclosure

Obtaining client permission to share tax details can be tricky and time-consuming. Our Consent to Disclose Tax Return Form Template is designed for tax professionals and financial advisors who need a simple solution for client authorization. With this form, you can efficiently request consent, ensure clarity in communication, meet IRS regulations, and build trust with your clients, all while maintaining confidentiality. You'll appreciate how easy it is to customize and use in your practice-try the live template today.

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Full legal name of taxpayer
Email address
Phone number
Mailing address
Taxpayer Identification Number (last 4 digits)
Recipient name or organization
Recipient contact person (if an organization)
Recipient email
Recipient phone
Recipient mailing address
Purpose of disclosure
Information authorized to be disclosed
Copy of filed tax return(s)
Tax return transcript(s)
W-2 / 1099 details
Account status and balance
Payment history
Notices and correspondence
All tax return information for the specified years
Other (specify below)
If 'Other' information is authorized, describe here
Tax form(s) covered
Form 1040
Form 1120
Form 1065
Form 990
State income tax return
Payroll/Employment tax
Sales/Use tax
Other (specify below)
If 'Other' tax forms are covered, list them here
Tax year(s) covered
Methods of disclosure allowed
Verbal
Written (paper)
Electronic (secure portal)
Electronic (email)
Phone
In person
Fax
Postal mail
Preferred method of disclosure
Electronic (secure portal)
Electronic (email)
Phone
Postal mail
In person
Fax
No preference
Authorization expiration date
I understand I may revoke this authorization in writing at any time.
Strongly disagree
Disagree
Neither
Agree
Strongly agree
I understand that information disclosed may be re-disclosed by the recipient and may no longer be protected by law.
Strongly disagree
Disagree
Neither
Agree
Strongly agree
I understand this authorization is voluntary.
Strongly disagree
Disagree
Neither
Agree
Strongly agree
I understand this authorization does not allow the recipient to represent me before any tax authority.
Strongly disagree
Disagree
Neither
Agree
Strongly agree
Who is signing this authorization?
Self (taxpayer)
Spouse (for joint return)
Parent/Guardian
Power of Attorney
Corporate officer/partner/member
Fiduciary/Trustee
Other
Please Specify:
If not the taxpayer, describe your authority to sign
I certify that I am the taxpayer or have legal authority to sign for the taxpayer.
Yes
No
I consent to electronic communications and document exchange for this disclosure.
Yes
No
Typed signature of signer (type full legal name)
Date signed
Second taxpayer typed signature (if applicable)
Date signed by second taxpayer (if applicable)
{"name":"Full legal name of taxpayer", "url":"https://www.quiz-maker.com/QPREVIEW","txt":"Full legal name of taxpayer, Email address, Phone number","img":"https://www.quiz-maker.com/3012/images/ogquiz.png"}
Paper art illustration depicting a tax return form with consent details for an article on FormCreatorAI.

When to use this form

Use this form when you need to let a third party see or receive your tax return details. It is helpful before your CPA shares data with a mortgage lender, a financial aid office, or a payroll provider. It also helps your firm document consent when working with bookkeeping or legal partners. To define what may be released, pair it with the Individual tax return information form. If you are onboarding a new client, collect consent alongside the Tax preparation client intake form or the Accounting client intake form so your team can respond faster and stay compliant. You control who can receive information, for what purpose, and for how long.

Must Ask Consent to Disclose Tax Return Questions

  1. Who are you authorizing to receive your tax return information?

    Naming a specific person or organization prevents misuse and makes your consent enforceable. It also helps your preparer match disclosures to the right contact without delays.

  2. What specific information may be disclosed?

    Listing items (for example, income totals, schedules, or copies of filed returns) limits scope and reduces risk. If you need to spell out details, complete the Tax information form so everyone knows exactly what is covered.

  3. For what purpose will the information be used?

    Stating the purpose (such as loan underwriting, FAFSA review, or tax planning) shows legitimate need and supports compliance. It lets your preparer share only what is necessary for that task.

  4. How long does this authorization remain in effect, and what is the expiration date?

    An end date protects you from open-ended sharing and meets regulatory expectations. It also tells recipients when access should stop.

  5. Do you consent to electronic transmission of your information, including email or a secure portal?

    Your preference guides how data is sent and helps manage security and timing. Clear approval lets your preparer choose a channel that fits your needs and risk tolerance.

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