§7216 consent template generator
Generate a §7216-compliant consent template for sending client data to a specific AI tool. Names the vendor, names the data classes, dates the consent, includes the Rev. Proc. 2013-14 §5.04 mandatory boilerplate, and stacks the California / New York rider language when applicable.
Coming soon
This interactive generator is in build. Until it ships, the full drop-in template is published inline in the article Section 7216 AI consent: the rules and the template — including the §301.7216-3 content requirements, the Rev. Proc. 2013-14 §5.04 mandatory language, and a vendor-specific consent block that you can adapt to your firm's stack today.
The forthcoming tool will let you select vendors from a curated list (DPA-verified, SOC 2-attested), add state-specific overlays (CA §17530.5, NY §32), and export a PDF or .docx draft for client signature.
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 tool will fill that gap: a configurable generator that produces a federally-compliant consent naming the specific AI vendor, with state-specific rider language, the §5.04 boilerplate verbatim, and the renewal-cadence date prefilled. Practitioners adapt to their firm and route through their own legal review.
What this tool will not do
It will not constitute legal advice. It will not substitute for a §7216 review by qualified counsel. It will not cover state-board rules beyond California and New York. Outputs are drafts — review every named vendor and data class against your engagement before client signature.