Tax season engagement and consent kit for US firms
Engagement letters for every common return, section 7216 consents in the IRS format, a client intake questionnaire and Form 8867 due diligence.
US firmsWhat tax season paperwork coversDocument in the pack
Engagement letters for each return typeForms 1040, 1065, 1120-S, 1120 and 1041
✓Three engagement lettersPlus a disengagement letter
Client consent to use or disclose return informationIRC section 7216, Rev. Proc. 2013-14
✓Section 7216 consentsMandatory statements, 12-point type
Consent when software or AI providers see client data
✓Software and AI provider consentWith a guide to when you need it
Complete client information
✓Client intake questionnaireIncluding tips, overtime and car loan interest
Due diligence for credits and head of householdForm 8867, $650 per failure in 2026
✓Due diligence questionnaires and log
Who it's for
CPA firms, enrolled agents and tax preparers in the US.
Last checked
Checked against IRS rules and Rev. Proc. 2013-14 in October 2026.
