IRC 7216 and AI Vendors: Consent Forms for Tax Preparers
Tax preparers must understand consent requirements when using AI vendors with client data.
Who it is for: CPA firms, enrolled agents, and tax preparers
This briefing explains the requirements for obtaining taxpayer consent under IRC 7216 when using AI vendors. It details the specific forms and disclosures needed to comply with federal regulations.
Sections
- IRC 7216 Overview (8 min)
- Consent Requirements for AI Vendors (9 min)
- Rev. Proc. 2013-14 Specifics (7 min)
- Compliance and Best Practices (6 min)
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