A consent to disclose tax return form is used by tax professionals and financial advisors to request permission from a client to disclose sensitive tax information to a third party. Simply customize the form to include the information you need and collect the appropriate signatures — then share it or print it out and present it to your clients in person. You can even accept payments and upload documents with integrations to Stripe and PayPal.
If you’d like to add your company’s logo to the form, add additional form fields, or add a background image, use our free Form Builder! Choose from over 80 beautiful form themes or upload your own background image, and change the font and color to fit your brand. And if you’d like to export the form in PDF format, just turn on the “Download as PDF” option in the Jotform Editor. Reach your clients in a way that makes you feel confident with a free consent to disclose tax return form — perfect for tax professionals and financial advisors!