§7216 consent template generator

Select your AI vendors, the client's jurisdictions, and the use mode. The tool stitches in the Rev. Proc. 2013-14 §5.04 mandatory language, the §301.7216-3 content requirements, vendor-specific data-residency disclosures, and California / New York state overlays. Output as text, Word document, or PDF.

Time ~4 min

Stack Client-side React

Inputs Stay on your device

01
Firm and preparer
Required for the engagement header. PTIN is optional and appears only in the audit-trail metadata.
Firm name *Preparer name *Firm address *Preparer PTIN (optional)
02
Client (taxpayer)
Per §301.7216-3(a)(3), the consent must name the taxpayer. Spouse signature block is included in the output for joint returns.
Client name *
Filing category
Categories of tax return information to disclose
§301.7216-3(a)(3)(i)(C) requires the consent to describe the specific tax return information being disclosed. Defaults reflect the typical scope for a Form 1040 individual return; uncheck any category that doesn't apply to this engagement.
Identifying information (taxpayer / spouse / dependents — names, SSNs, filing status, address)Wage and salary income (W-2)Self-employment, business, rental, and pass-through income (Schedules C/E/F, K-1)Investment income (interest, dividends, capital gains and losses)Retirement distributions, IRA / pension, Social SecurityItemized or standard deductions and above-the-line adjustmentsFederal tax credits (CTC, EITC, education, energy, retirement)Withholding, estimated payments, and prior-year overpaymentsAMT, NIIT, and additional Medicare tax computationsForeign accounts and assets (FBAR, Form 8938, GILTI / §951A disclosures)
03
Client jurisdiction
Select every state in which the client has filing or residency exposure. California and New York add state-specific overlays.
State jurisdictions
04
AI service providers used
Each named vendor appears in the consent with its legal entity, data residency, and retention disclosure. Consumer-tier LLMs (ChatGPT Plus, Claude Pro, free Gemini) are intentionally omitted — those tools are not §7216-defensible regardless of consent.
AI-native tax tools (CLEAN)
Blue J TaxBlue J Legal Inc. · US-resident · short windowTaxGPT ProTaxGPT Inc. · US-resident · vendor managedHive Tax AIHive Tax Inc. · US-resident · zero retentionJunoJuno Tax Inc. · US-resident · vendor managedBlack Ore Tax AutopilotBlack Ore Technologies Inc. · US-resident · zero retentionFiled AIFiled Technologies Inc. · US-resident · vendor managed
General-purpose LLMs — enterprise tiers (CLEAN)
ChatGPT TeamOpenAI, LLC · US-resident · vendor managedChatGPT EnterpriseOpenAI, LLC · configurable residency · zero retentionOpenAI APIOpenAI, LLC · configurable residency · vendor managedClaude TeamAnthropic, PBC · US-resident · short windowClaude EnterpriseAnthropic, PBC · configurable residency · zero retentionAnthropic APIAnthropic, PBC · US-resident · short windowMicrosoft 365 CopilotMicrosoft Corporation · configurable residency · vendor managedGoogle Gemini for Workspace EnterpriseGoogle LLC · configurable residency · vendor managedPerplexity Enterprise ProPerplexity AI, Inc. · US-resident · zero retentionThomson Reuters CoCounselThomson Reuters Corporation · US-resident · vendor managed
Stack-vendor bundled AI (CLEAN)
CCH Axcess Expert AIWolters Kluwer N.V. · US-resident · zero retentionIntuit Tax Assist (ProSeries / Lacerte / ProConnect)Intuit Inc. · US-resident · vendor managedDrake AI featuresDrake Software, LLC · US-resident · vendor managedThomson Reuters UltraTax CS AIThomson Reuters Corporation · US-resident · vendor managed
Document intake — exception-tier (EXCEPTION)
GruntWorxGruntWorx, LLC (a Drake Software company) · US-resident · vendor managed
05
Use mode, effective date, duration
The use mode populates the "in connection with the preparation of" clause. Duration defaults to a single engagement; §301.7216-3(b)(5) caps unspecified consents at one year from signature.
AI use mode
Individual return preparation (Form 1040)Business return preparation (1120/1120S/1065/1041)Advisory and planningResearch and memo draftingAll of the above
Effective date *
Consent duration

Preview2 documents

Required fields incomplete

Document 1 of 2 — Disclosure consent

**Consent to Disclose Tax Return Information to AI Service Providers**

**Preparer firm:** [Firm name]
**Preparer practitioner:** [Preparer name]
**Firm address:** [Firm address]
**Taxpayer:** [Client name]
**Effective date:** May 29, 2026
**Filing category:** Form 1040 individual return
**Document type:** Disclosure consent (separate from use consent per §301.7216-3(c)(1))

Federal law requires this consent form be provided to you. Unless authorized by law, we cannot disclose your tax return information to third parties for purposes other than the preparation and filing of your tax return without your consent.

If you consent to the disclosure of your tax return information, Federal law may not protect your tax return information from further use or distribution.

You are not required to complete this form to engage our tax return preparation services. If we obtain your signature on this form by conditioning our tax return preparation services on your consent, your consent will not be valid. Your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for one year from the date of signature.

This consent is valid for the single tax-return engagement identified above and expires upon completion of that engagement or one year from May 29, 2026, whichever occurs first.

**Authorization to disclose.** By signing below, I, [taxpayer name], authorize [preparer firm name] to disclose to the following named AI service providers the specific categories of tax return information listed below, for the providers to perform the AI-assisted services contracted for by the preparer.

**Categories of tax return information disclosed:**

- Identifying information (taxpayer / spouse / dependents — names, SSNs, filing status, address)
- Wage and salary income (W-2)
- Self-employment, business, rental, and pass-through income (Schedules C/E/F, K-1)
- Investment income (interest, dividends, capital gains and losses)
- Retirement distributions, IRA / pension, Social Security
- Itemized or standard deductions and above-the-line adjustments
- Federal tax credits (CTC, EITC, education, energy, retirement)
- Withholding, estimated payments, and prior-year overpayments
- AMT, NIIT, and additional Medicare tax computations
- Foreign accounts and assets (FBAR, Form 8938, GILTI / §951A disclosures)

**Named AI service providers:**

- [Vendor name(s) to be added before signature]

Each of these providers has signed (or is subject to) a Data Processing Addendum with the preparer requiring that the taxpayer's tax return information not be used to train AI models, be stored in accordance with the residency disclosed above, and be deleted or retained only in accordance with the provider's contractual commitments.

**Complaints.** If you believe that your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your consent, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484 or by email at complaints@tigta.treas.gov.

This document is one of two consents required under §301.7216-3(c)(1), which prohibits combining disclosure consent and use consent in a single document for Form 1040 filers. The companion use consent must be obtained on a separate signed document for this consent to be valid.

**Taxpayer signature — disclosure consent**

Signature: ____________________________________   Date: __________

Printed name: ____________________________________

Spouse signature (if joint return): ____________________________________   Date: __________

Printed name: ____________________________________

**Preparer acknowledgement — disclosure consent**

Signature: ____________________________________   Date: __________

Printed name: ____________________________________

---

**Audit trail**

- Generated: May 29, 2026
- Generator: AI Tax Practitioner — §7216 consent generator (aitaxpractitioner.com/tools/section-7216-consent-generator/)
- Document version: 2026.05
- Sources: 26 U.S.C. §7216; Treas. Reg. §301.7216-1 / -2 / -3; Rev. Proc. 2013-14 §5.04
- Preparer PTIN: [not provided]
- Input handling: form inputs are not transmitted, logged, or stored on the generator's servers. Document is rendered entirely client-side.
- Document split: this is the DISCLOSURE consent. The companion use consent is generated as a separate document per §301.7216-3(c)(1).

*Generated by AI Tax Practitioner from §7216 statute + Rev. Proc. 2013-14. Not a substitute for licensed-counsel review of your specific firm setup. Review every named vendor and data class against your engagement letter before client signature.*

Document 2 of 2 — Use consent

**Consent to Use Tax Return Information for AI-Assisted Services**

**Preparer firm:** [Firm name]
**Preparer practitioner:** [Preparer name]
**Firm address:** [Firm address]
**Taxpayer:** [Client name]
**Effective date:** May 29, 2026
**Filing category:** Form 1040 individual return
**Document type:** Use consent (separate from disclosure consent per §301.7216-3(c)(1))

Federal law requires this consent form be provided to you. Unless authorized by law, we cannot disclose your tax return information to third parties for purposes other than the preparation and filing of your tax return without your consent.

If you consent to the disclosure of your tax return information, Federal law may not protect your tax return information from further use or distribution.

You are not required to complete this form to engage our tax return preparation services. If we obtain your signature on this form by conditioning our tax return preparation services on your consent, your consent will not be valid. Your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for one year from the date of signature.

This consent is valid for the single tax-return engagement identified above and expires upon completion of that engagement or one year from May 29, 2026, whichever occurs first.

**Authorization to use.** By signing below, I, [taxpayer name], authorize [preparer firm name] to use the specific categories of tax return information listed below in connection with the following AI-assisted services: **Individual return preparation (Form 1040)**.

**Categories of tax return information used:**

- Identifying information (taxpayer / spouse / dependents — names, SSNs, filing status, address)
- Wage and salary income (W-2)
- Self-employment, business, rental, and pass-through income (Schedules C/E/F, K-1)
- Investment income (interest, dividends, capital gains and losses)
- Retirement distributions, IRA / pension, Social Security
- Itemized or standard deductions and above-the-line adjustments
- Federal tax credits (CTC, EITC, education, energy, retirement)
- Withholding, estimated payments, and prior-year overpayments
- AMT, NIIT, and additional Medicare tax computations
- Foreign accounts and assets (FBAR, Form 8938, GILTI / §951A disclosures)

This authorization covers use of the tax return information in queries, prompts, file uploads, or other inputs to the AI service providers identified in the companion disclosure consent. Use is limited to the purposes stated above and to the duration specified below. This consent does not authorize use of the tax return information for marketing, training of AI models, or any purpose other than the AI-assisted services stated above.

**Accuracy and preparer responsibility.** AI services may make errors. The preparer's responsibility for the accuracy of the return is not diminished by the use of these services. All AI-assisted output is reviewed and verified by the preparer before it is incorporated into the return.

**Complaints.** If you believe that your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your consent, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484 or by email at complaints@tigta.treas.gov.

This document is one of two consents required under §301.7216-3(c)(1), which prohibits combining disclosure consent and use consent in a single document for Form 1040 filers. The companion disclosure consent must be obtained on a separate signed document for this consent to be valid.

**Taxpayer signature — use consent**

Signature: ____________________________________   Date: __________

Printed name: ____________________________________

Spouse signature (if joint return): ____________________________________   Date: __________

Printed name: ____________________________________

**Preparer acknowledgement — use consent**

Signature: ____________________________________   Date: __________

Printed name: ____________________________________

---

**Audit trail**

- Generated: May 29, 2026
- Generator: AI Tax Practitioner — §7216 consent generator (aitaxpractitioner.com/tools/section-7216-consent-generator/)
- Document version: 2026.05
- Sources: 26 U.S.C. §7216; Treas. Reg. §301.7216-1 / -2 / -3; Rev. Proc. 2013-14 §5.04
- Preparer PTIN: [not provided]
- Input handling: form inputs are not transmitted, logged, or stored on the generator's servers. Document is rendered entirely client-side.
- Document split: this is the USE consent. The companion disclosure consent is generated as a separate document per §301.7216-3(c)(1).

*Generated by AI Tax Practitioner from §7216 statute + Rev. Proc. 2013-14. Not a substitute for licensed-counsel review of your specific firm setup. Review every named vendor and data class against your engagement letter before client signature.*

I understand this is a draft template only. I will have this reviewed by a licensed attorney before obtaining any client signature. I understand relying on this template without attorney review may expose me to IRC §7216 criminal liability ($1,000/violation + up to one year imprisonment) and §6713 civil penalties ($10,000/year).

Complete the required form fields above before attesting.

Inputs stay on your device. Nothing is transmitted or stored.

How this works

The template combines the four §301.7216-3 content requirements (preparer name, taxpayer name, specific purpose, named recipients) with the Rev. Proc. 2013-14 §5.04 mandatory boilerplate. Most AI consent templates circulating in practitioner forums omit the §5.04 boilerplate and are not valid §7216 consents.

California (Business and Professions Code §17530.5) and New York (Tax Law §32) overlays append automatically when selected. Other states trigger a general "applicable state law" clause.

For Form 1040 filers, §301.7216-3(c)(1) prohibits combining disclosure consent and use consent in a single document. The generator therefore produces TWO documents: a disclosure consent (authorizing transmission of TRI to the named AI vendors) and a use consent (authorizing the preparer to use TRI in queries to those vendors for the stated services). Each document includes its own §5.04 boilerplate and signature block. For business returns, a single combined document is permitted under §301.7216-3(a)(3)(iii).

All generation happens client-side. No prompts, no logs, no analytics on form input. The Plausible page-view ping is the only network call on this page.

Why this tool exists

Most AI-vendor §7216 consent drafts circulating in practitioner forums omit the Rev. Proc. 2013-14 §5.04 mandatory language — which means they're not valid §7216 consents even when they satisfy the §301.7216-3 content requirements. The AICPA Annual Tax Compliance Kit has §7216 sample forms but no AI-specific template. Tom Gorczynski's canonical analysis outlines the legal framework but does not publish a vendor-named template.

This generator fills that gap: a configurable consent naming the specific AI vendor, with state-specific rider language for California and New York, the §5.04 boilerplate verbatim, and an audit-trail block ready for the firm's WISP file. Practitioners adapt the output to their engagement and route through their own legal review before client signature.

What this tool does not do

It does not constitute legal advice. It does not substitute for a §7216 review by qualified counsel. It does not cover state-board rules beyond California and New York. Consumer-tier LLMs (ChatGPT Plus, Claude Pro, free Gemini, Perplexity Pro consumer) are intentionally absent from the vendor list — those tools are not §7216-defensible regardless of consent. Outputs are drafts; review every named vendor and data class against your engagement before client signature.

Background reading: Section 7216 AI consent — the rules and the template · §7216 regulation reference · Companion: Circular 230 §10.22 checklist