About this template
A Consent to Disclose Tax Return form is essential for tax professionals, accountants, and financial advisors who need explicit legal permission from a client to share sensitive tax data with a third party, such as a lender, attorney, or business partner. Regulations and professional standards require clear, documented consent before any personal or corporate tax information leaves your office.
This Doc2Form template streamlines the authorization process by capturing all necessary client details, specific disclosures, and formal acknowledgment in one secure digital step. Instead of dealing with scanned paperwork or delayed mail, you can instantly send this form to clients for completion on any device. It ensures your practice stays organized, compliant, and ready for audit with clear timestamps on every permission granted.
Whether you are preparing a mortgage application, coordinating estate planning, or handing off documents to an external consultant, this ready-to-use template saves time and minimizes administrative friction while protecting your clients' privacy.
Key features
- Collect clear client authorization for third-party disclosures
- Specify exactly which tax years and documents may be shared
- Capture digital signatures and date stamps effortlessly
- Deploy instantly via email or shared link to clients
- Keep client authorization records organized in Google Sheets
Use cases
Sharing tax returns with mortgage lenders for home loan processing
Coordinating financial strategies with a client's estate planning att…
Coordinating financial strategies with a client's estate planning attorney
Handing over historical tax data to an incoming corporate auditor
What this form collects
- Client Full Name (Short answer)Enter your full legal name as it appears on your tax filings.
- Client Contact Information (Short answer)Provide your current phone number and email address.
- Social Security Number or Tax ID (Last 4 Digits) (Short answer)Enter only the last 4 digits for verification purposes.
- Third-Party Recipient Name (Short answer)Enter the name of the individual, organization, or institution receiving the information.
- Third-Party Contact Details (Paragraph)Provide the address, email, or phone number of the authorized recipient.
- Tax Years to be Disclosed (Short answer)Specify the exact tax years or periods covered by this consent (e.g., 2021, 2022, 2023).
- Purpose of Disclosure (Paragraph)Briefly describe why this information is being shared (e.g., mortgage application, legal proceeding).
- Acknowledgment and Consent (Multiple choice)By checking this box, you confirm that you voluntarily authorize the disclosure of your tax return information to the specified third party.
- Electronic Signature (Short answer)Type your full legal name to serve as your electronic signature.
- Date of Consent (Date)Select today's date.
FAQ
Why do I need a signed consent to disclose tax returns?
Tax professionals are bound by strict privacy rules and cannot legally share a client's tax return information with third parties without explicit, written authorization.
Can I customize the specific third party listed on the form?
Yes. You can easily edit the form questions to pre-fill or prompt for the specific name and organization of the authorized recipient.
How do clients sign this form using Google Forms?
Clients can type their full legal name as an electronic signature and acknowledge the disclosure terms directly within the form fields.
Where are the submitted consent forms stored?
All responses are automatically organized into a linked Google Sheet, giving your practice an instant, searchable audit trail of client permissions.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.