Consent Required Prior to Outsourcing Tax Preparation Services  

Outsourcing tax preparation can improve efficiency, but it also comes with important regulatory and ethical responsibilities. Before client tax information is shared with a third-party provider, consent must be obtained in compliance with IRS regulations and applicable state laws.

This course provides a concise overview of the rules governing tax outsourcing, including key consent requirements and best practices for maintaining compliance. It also explores strategies for protecting client confidentiality and minimizing risk. Materials used for this course were supplied by Spidell's Federal Taxletter.

This overview course may be appropriate for professionals at all organizational levels.

CeriFi CPEdge is committed to bringing innovative solutions to you, now including nano-learning! As per NASBA Standards, a nano-learning course is a 10-minute, electronic, self-study course in which you are eligible to earn 1/5 (or 0.2) CPE credits.

At this time, nano-learning is not accepted by all state boards. If you are not sure whether your state board accepts nano-learning, you can ask your state board or visit the NASBA registry: (nasbaregistry.org).