CONSENT TO USE OF TAX RETURN INFORMATION
(BANK PRODUCT)
  • Federal law requires this consent form be provided to you (“you” refers to each taxpayer, if more than one). Unless authorized by law, we cannot use your tax return information for purposes other than the preparation and filing of your tax return without your consent.
    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.
    For your convenience, we have entered into an arrangement with certain companies to offer Electronic Refund Products. To determine whether this service may be of interest to you, we will need to use your tax return information.
    If you would like us to use your tax return information to determine whether this service is relevant to you while we are preparing your return, please sign and date this consent to the use of your tax return information.
    By signing below, you authorize us to use the information you provide to us during the preparation of your 2016 tax return to determine whether to offer you an opportunity to apply for an Electronic Refund Product.
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  • If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, 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.