With client permission, you can uncover their IRS-sourced financials and plan with confidence. Collecting this consent is at the heart of what we do and helps to safeguard your clients' personal information.
From your Home screen or Dashboard, click the Client consent options button.
In the pop-up, choose Copy link. Send it to your clients.
Need Guidance?
You can access resources and email templates to help communicate effectively with your clients about the benefits of using TaxStatus. To view resources available specifically to your firm, use the dropdown menu in your Firm Workspace.
Under your consent link settings, you can access bespoke email templates.
Do I need to get consent from both members of a couple who are married filing jointly (MFJ)?
Couples who are married filing jointly have identical Account Transcripts, Tax Return Transcripts, and Record of Account Transcripts. Only Wage & Income Transcripts are unique to each individual.
If one partner has no income, you only need consent from that partner to view the relevant transcripts. We recommend obtaining consent from both spouses to ensure you have all the IRS data for the household.
For more details, read the FAQ on IRS Transcripts.