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- Click ‘Get Form’ to open it in the editor.
- Begin by entering the printed name of the tax preparer in the designated field. This identifies who will be handling your tax return.
- Review the consent statement carefully. Ensure you understand that your tax return information will only be used for preparation and filing unless you provide explicit consent.
- Specify the duration of your consent in the provided field. If left blank, it will default to one year from the date of signature.
- If you wish to allow your tax return information to be used for financial product opportunities, sign and date in the appropriate fields. Make sure both taxpayers (if applicable) complete their sections.
- Once all fields are filled out, review your entries for accuracy before finalizing your document.
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