Accounting Operations
Section 7216 Outsourcing Consent and Vendor Security Tracker
Track client consent, service providers, security evidence, expiry dates, and release controls for outsourced tax work.
About this template
An editable control tracker for tax-return preparers working with external providers. Record consent status and vendor evidence, then use the Go or No-Go field as a release control.
Review current IRS guidance and professional advice before relying on the workbook for a specific client or disclosure.