TaxStatus Privacy Policies and our SOC II Compliance Certification dictate how we manage taxpayer data. Please reference our Privacy Policy at https://www.taxstatus.com/privacy-policy.
My client wants to revoke their consent
My client wants to revoke their consent
If your client wants to revoke the consent they previously granted, please ask them to email privacy@taxstatus.com. They should include their name, your organization name, and instruct us to revoke access to their records. We will provide them with documentation and instructions if they would also like to sever the connection from the IRS side.
How do I remove or deactivate a client from my account?
How do I remove or deactivate a client from my account?
If you no longer need access to a client's records, please contact your Relationship Manager. They can deactivate them from your account.
If you want to remove a taxpayer who has not provided consent and/or records were never available, your Relationship Manager can also assist.
What happens to my client's information after they are revoked or deactivated in my TaxStatus portal?
What happens to my client's information after they are revoked or deactivated in my TaxStatus portal?
If you have worked with your Relationship Manager to revoke or deactivate access to your client's records, TaxStatus no longer updates these records.
Complete access to their records ends when the consent expires or when the taxpayer instructs the IRS to remove further access to their data.
How long does TaxStatus maintain records?
How long does TaxStatus maintain records?
TaxStatus is required to maintain books or records related to taxpayers as long as their contents may become material in the administration of any Internal Revenue law. The specific timeframes vary in compliance with IRS policies and laws.
Related article: Deactivate a taxpayer