Title: Taxpayer privacy notice and consent (IRC §7216) | OneForm > Show a taxpayer privacy notice on a form and ask clients for signed consent before their answers are used with AI or for other services. Source: https://oneform.si/help/reports/taxpayer-consent-for-ai-section-7216/ --- 1. [Help Center](https://oneform.si/help/) 2. [Reports](https://oneform.si/help/reports/) 3. Taxpayer privacy notice and consent (IRC §7216) [View as Markdown](https://oneform.si/help/reports/taxpayer-consent-for-ai-section-7216.md) # Taxpayer privacy notice and consent (IRC §7216) Show a taxpayer privacy notice on a form and ask clients for signed consent before their answers are used with AI or for other services. Admins and ownersUpdated October 22, 2026 · 3 min read [Open your forms ↗](https://app.oneform.si/forms?help=taxpayer-consent-for-ai-section-7216) Each form can show a taxpayer privacy notice and ask clients to consent, with a typed signature, to specific uses of their information, such as processing their answers with AI. OneForm records each answer and follows it: if a client says no to AI, OneFormAI isn't used for their response. Your firm decides when consent is needed and is responsible for each consent request. Turning on the notice doesn't authorize any use or disclosure by itself, and OneForm doesn't give legal advice. For how OneForm handles tax return information, see [Tax return information (IRC §7216)](https://oneform.si/security/#irc-7216) on the Security page. ## Turn on the notice 1. Open the form and click the **Settings** tab. 2. Turn on **Taxpayer Privacy Notice (IRC §7216)**. It starts with default wording and two consent requests: **AI processing** and **Other services**. It saves automatically. ![The Taxpayer Privacy Notice settings on a form](https://app.oneform.si/media/21ddf533-4f6c-5ff4-b7f9-e7cab14f7f0e) ## Change the notice Each box starts with the default wording. Edit it to use your own, or click **Reset to default**. - **Notice on every page**: the short line clients see at the bottom of every screen of the form. - **Privacy rights heading** and **Privacy rights (opens from the notice)**: the longer explanation clients see when they click the notice. A line saying it's informational and isn't consent is always added under it. ## Set up consent requests Each request asks about one use or disclosure. Add one with **AI processing**, **Other services** or **Your own request**, and remove one with its **×** button. - **AI processing** is set by OneForm. It describes how OneForm sends answers to its AI service, so its wording can't be changed. - **Other services** asks to use the answers to tell the client about your firm's other services. You can edit its wording. - **Your own request** needs a **Title** and **What it's for** before it's shown to clients. For each request you can edit, choose whether it asks to **Use information** or **Disclose (share) it**, who it's **Disclosed to**, the **Information covered**, and how many months it's **Valid for**. The statements the IRS requires are added under every request automatically. Click **Show the required statements (added automatically)** to read them. ## What clients see Before they submit, clients see each request as a tick box. None start ticked. They can open the full wording, tick what they agree to, and type their full name to sign. An unticked box is a no, and they can still send the form. On dynamic and voice forms, the requests come before the first question, because those forms use OneFormAI while they're being filled in. ## What OneForm does with the answers | The client… | What happens | | ------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Says no to **AI processing** | OneFormAI isn't used for their response. Their report is a summary of their answers, with a note saying why. A dynamic form asks its questions in the usual order, and a voice form switches them to the typed form. | | Says no to **Other services** | Their report doesn't suggest your firm's other services, and they aren't counted as a sales lead. | | Says no to **your own request** | OneForm records it. Make sure your team doesn't use or share their information that way. | | Agreed, but the consent ran out | It's treated as a no from the day it ran out. | ## See a client's consent Open the response from **Responses**. A chip in its header shows **Consent given**, **Consent declined**, **Some consent declined** or **Consent expired**. Below the answers, **Taxpayer consent (IRC §7216)** shows who signed, when, each answer, and the exact wording they saw. ## Good to know - **Responses from before you turned it on** carry no consent record and are handled as before. - **Reports set to send automatically** still wait in **Review** when OneFormAI wasn't used because of a "no". - **Changing the wording later** doesn't change past records: each one keeps the wording the client saw. ## Why does a report say OneFormAI wasn't used? The client said no to **AI processing**, or their consent ran out. The **OneFormAI draft** tab of the report says which. The draft is a summary of their answers: edit it by hand before you send it. Was this article helpful? [← PreviousBrand your reports, sign-off and disclaimer](https://oneform.si/help/reports/report-branding-sign-off-and-disclaimer/)[Next →Review and edit a draft report](https://oneform.si/help/reports/review-and-edit-a-draft/) ## Related articles [How AI reports workFrom a client's answers to a finished report: what OneFormAI reads, what it writes, and how your team stays in control.](https://oneform.si/help/reports/how-ai-reports-work/)[FormsForm settingsWhat each switch in a form's Settings tab does, from the taxpayer privacy notice and booking a call to languages, voice, hidden fields and scores.](https://oneform.si/help/forms/form-settings/)[Responses and leadsView and search responsesFind any submission on the Responses page, filter by form, search the answers and open one to read it in full.](https://oneform.si/help/responses-and-leads/view-and-search-responses/)[Privacy and securityHow OneForm keeps client data safeWhere your clients' data is stored, how it's encrypted and backed up, who at OneForm can see it, and how to report a problem.](https://oneform.si/help/privacy-and-security/how-oneform-keeps-client-data-safe/) Still stuck? 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