Tax Information Privacy and Separate Consent Notice

1. Current service boundary

The public website and YSUITS ID are not a tax-return filing or tax-preparation engagement. YTAX is described as coming soon. YERP organization recordkeeping under a service agreement is separate from a tax-preparation or filing engagement; the actual activities, rather than the name of the product, determine any tax-law obligations.

Do not send tax returns, Social Security numbers, banking credentials, or identity documents through an ordinary website inquiry or an initial privacy email. Use a service-specific secure channel expressly supplied for a lawful engagement if one is offered. This notice does not activate such a channel or establish professional, filing, or licensing status.

2. When tax-specific rules can apply

Section 7216 and its regulations can apply to persons preparing returns or providing covered services in connection with preparation, including certain software and auxiliary services. Whether a particular service is covered depends on its actual role and information, not only its product name.

Tax-return information can include information supplied or generated in connection with preparation, beyond a final return document. A preparer’s permitted use or disclosure depends on a specific regulatory authorization or exception, or a valid taxpayer consent where required. An organization’s ordinary permission to upload records is not a substitute for that analysis.

3. This notice is not consent

Reading this page, accepting website terms, creating an account, continuing to use a service, or checking a general privacy box does not supply a section 7216 consent. This notice does not request or record a taxpayer’s signature and does not authorize marketing, AI training, cross-product use, or disclosure of tax-return information.

Where consent is legally required, it must be obtained before the corresponding use or disclosure. Uses already specifically permitted by law are not made unlawful merely because a general consent is absent; conversely, a broad privacy policy does not create an exception that the law does not provide.

4. Separate and specific consent documents

For covered Form 1040-series information, the applicable IRS requirements govern the consent’s format and mandatory wording. A consent to use and a consent to disclose must be separate documents or qualifying separate electronic presentations. A permitted multiple-use or multiple-disclosure form must still let the taxpayer affirmatively choose the separately identified activities.

The consent must identify the necessary persons, information, purposes, duration, and other required particulars, obtain the prescribed affirmative signature and date, and provide a completed copy or the required ability to save or print it. A form must not be signed with material blanks to be filled afterward. Required IRS text must not be replaced with a generic summary.

Whether declining a consent may affect a preparation arrangement depends on the type of consent and the applicable IRS rule. Optional non-preparation uses must not be made a disguised condition of preparation. The separate consent must explain the applicable consequences and duration rather than this notice asserting one rule for every circumstance.

5. Disclosures outside the United States

Where the tax rules require consent for disclosure to a preparer outside the United States, the consent must precede that disclosure and contain the applicable additional warning. Disclosure of an unmasked Social Security number has additional conditions, including required safeguards; a general cloud-storage or international-transfer clause does not satisfy them.

Before a covered engagement uses overseas preparation, auxiliary processing, or another restricted recipient, its actual recipients, locations, purpose, information, and legally required authorization must be established. The service-specific information and any required consent must describe that disclosure before it occurs.

6. Security, retention, and legal records

A tax-preparation business may also be covered by the FTC Safeguards Rule and related financial-privacy obligations. A section 7216 consent does not waive those duties. Any actual service must protect records using measures appropriate to its role and the applicable rules.

Tax and professional recordkeeping duties can justify retention of particular records, but they do not establish one universal retention period for every tax-related file. Required preparer records, billing information, security evidence, optional marketing material, and raw supporting documents require their own purpose and retention analysis. A deletion response must distinguish the action taken from any specific lawful retention.

7. Questions and requests

Contact support@ysuits.com for a tax-data privacy question or to identify the appropriate provider or organization. In an initial message, identify the service and issue without attaching a tax return or full identity record. A secure method for any necessary evidence should be arranged separately.

Where an organization controls the information in its YERP workspace, contact it about the record and include YSUITS if assistance is needed with provider processing. Requests do not waive tax confidentiality, legal retention obligations, or any available complaint route. This explanatory notice remains distinct from any future engagement letter and each required taxpayer consent.