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Consent to disclosure of tax return information template 2026

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This document is a consent form required by federal law for the disclosure of tax return information. It outlines that tax return information cannot be shared with third parties without the taxpayer's consent, except for tax preparation purposes. The form allows taxpayers to specify the purpose, recipient, and duration of their consent, which defaults to one year if not specified. It also provides contact information for reporting unauthorized disclosures.

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Click ‘Get Form’ to open it in the editor.
Begin by filling in the 'Purpose for forwarding information' section. Clearly state why you are consenting to the disclosure of your tax return information.
Next, provide the 'Name and address to whom the information is being disclosed to.' Ensure that all details are accurate to avoid any issues with delivery.
Specify the 'Duration of Consent.' Indicate how long you want your consent to remain valid. If left blank, it will default to one year.
In the authorization section, write your name and the name of the entity authorized to disclose your tax return information. Also, include the year for which this consent applies.
Finally, sign and date the form. Once completed, print it out and fax it back as instructed.

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