ROSS TAX PRO
254-Tax Consultants
Andreaa Chan'nel, MPA
EFIN 748335 · P03215544
ROSS TAX PRO SOFTWARE · 254-Tax Consultants · EFIN 748335
Document Center & eSign
IRS-Required Documents · eSign Envelopes · Audit Trail · Email Dispatch · Timestamp Certification
Total Documents
22
Required by IRS
15
Selected for Envelope
14
Required Selected
14/15
IRS Forms6
Form 8879 — IRS e-file Signature Authorization
RequiredIRC §6061
Taxpayer authorization for ERO to transmit return electronically. Must be signed before transmission.
Form 2848 — Power of Attorney & Declaration of Representative
IRC §7521
Authorizes Condre Dvon Ross (CAF# 0316-76228R) to represent taxpayer before the IRS.
Form 8821 — Tax Information Authorization
IRC §6103(c)
Authorizes IRS to disclose taxpayer information to Condre Dvon Ross.
Form 8867 — Paid Preparer's Due Diligence Checklist
RequiredIRC §6695(g)
Required for all returns claiming EITC, AOTC, CTC, or HOH status.
Form 14446 — Cell Phone Consent Record
IRS Pub. 1345
Documents taxpayer consent for electronic signature via mobile device.
Form 9325 — Acknowledgment & General Information for Taxpayers
RequiredIRS Pub. 1345
Provided to taxpayer after e-file submission confirming return was transmitted.
Disclosures6
IRC §7216 Consent — Use/Disclosure of Tax Return Info
RequiredIRC §7216
Required consent for using tax return information for bank product referrals and marketing.
IRC §6713 Notice — Unauthorized Disclosure Penalty
RequiredIRC §6713
Notice that unauthorized disclosure of tax return information carries a $250 penalty per disclosure.
26 USC §7212 Notice — Obstruction of Tax Administration
Required26 USC §7212
Criminal penalty notice for obstruction of IRS administration. Up to 3 years imprisonment.
IRS Pub. 4557 — Safeguarding Taxpayer Data
RequiredIRS Pub. 4557
Data security requirements for tax professionals. Taxpayer acknowledges data protection practices.
Privacy Policy & Data Retention Disclosure
RequiredGLB Act
How taxpayer data is collected, stored, retained (7 years per IRS), and destroyed.
Fee Disclosure Notice (Pub. 1345)
RequiredIRS Pub. 1345
All preparation fees disclosed in writing before preparation begins per IRS requirements.
Agreements & Contracts5
Tax Preparation Engagement Letter
RequiredAICPA Standards
Defines scope of services, responsibilities, fees, and terms between taxpayer and preparer.
Bank Product Agreement (SBTPG)
CFPB Reg.
Terms for Refund Transfer/RAC through Santa Barbara Tax Products Group. Routing: 103100195.
ERO Service Agreement
RequiredIRS Pub. 3112
Agreement between taxpayer and Electronic Return Originator for e-file services.
Audit Protection Program Agreement
Internal
Terms of audit protection coverage, representation services, and response procedures.
Client Data Disposal Plan Acknowledgment
RequiredIRS Pub. 4557
Taxpayer acknowledges data will be securely destroyed per IRS-compliant disposal schedule.
Notices5
Identity Theft Risk Notice
RequiredIRS Pub. 5027
Informs taxpayer of identity theft risks, IRS IP PIN program, and protective measures.
Refund Timing & Disclaimer Notice
RequiredIRS Pub. 2043
IRS refund timing is not guaranteed. Preparer not responsible for IRS processing delays.
Accuracy & Completeness Notice
RequiredIRC §6662
Taxpayer certifies all information provided is accurate and complete. Accuracy-related penalties apply.
Audit Risk Disclosure
IRS DIF Score
Certain deductions and credits may increase audit risk. Taxpayer is informed of potential scrutiny.
Amended Return Notice
IRC §6511
Amended returns (Form 1040-X) must be filed within 3 years of original due date for refund claims.
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EFIN 748335 · TY2025