Why is this consent showing up in all of my returns?
This Consent has been assigned to all locations. The consent must have a PIN and date for Taxpayer/Spouse in order to validate the E-file page. This is step 1 of a 2 year process to allow taxpayer information to be available if the taxpayer/spouse goes to an active VITA/TCE site the next year.
Can this be removed from my site?
No. This is part of the Global Carry forward program implemented for VITA/TCE.
Will I still have same site to same site carry forward data available if the consent is denied?
Yes. This does not impact normal same site to same site carryforward
Explanation of process with a positive/accept consent (Scenario A)
- Return is prepared at VITA/TCE Site A for Tax Year 2017
- Consent is granted
- Taxpayer goes to VITA/TCE Site B in Tax Year 2018
- The taxpayer’s information is made available to pull forward at Site B because they accepted the consent
Explanation of process with a positive/accept consent (Scenario B)
- Return is prepared at VITA/TCE Site A for Tax Year 2017
- Consent is granted
- Taxpayer returns to VITA/TCE Site A in Tax Year 2018
- The taxpayer’s information is made available to pull forward at Site A because it is same site to same site
Explanation of process with a negative/deny consent (scenario A)
- Return is prepared at VITA/TCE Site A for Tax Year 2017
- Consent is denied
- Taxpayer goes to VITA/TCE Site B in Tax Year 2018
- The taxpayer’s information is NOT made available to pull forward at Site B because they denied the consent
Explanation of process with a negative/deny consent (scenario B)
- Return is prepared at VITA/TCE Site A for Tax Year 2017
- Consent is denied
- Taxpayer goes back to VITA/TCE Site A in Tax Year 2018
- The taxpayer’s information is made available to pull forward at Site A because it is same site to same site
Known issues:
- The Consent is not printing the appropriate wording if the taxpayer denies consent. We are working towards a resolution that will be applied in a future update.