HRB-26 Ethics Questions and Answers 100%
Solved
Client Confidentiality Confidential Information includes:
• All types of tax returns
• Tax information forms
• Declaration of estimated tax
• Supporting schedules, attachments or lists
• A taxpayer's identity
• The nature, source and amount of income
• Payments, receipts, deductions, exemptions, credits, assets, liabilities, net worth, tax liability,
tax withheld, deficiencies, over assessments and tax payments
• Any other data received, recorded, prepared or furnished to the IRS or furnished or collected by
the IRS
• The fact that a taxpayer is a client is confidential that must not be disclosed without the
taxpayer's express consent.
Disreputable Conduct A tax professional authorized to represent taxpayers may be
disbarred or suspended from practice.
Solved
Client Confidentiality Confidential Information includes:
• All types of tax returns
• Tax information forms
• Declaration of estimated tax
• Supporting schedules, attachments or lists
• A taxpayer's identity
• The nature, source and amount of income
• Payments, receipts, deductions, exemptions, credits, assets, liabilities, net worth, tax liability,
tax withheld, deficiencies, over assessments and tax payments
• Any other data received, recorded, prepared or furnished to the IRS or furnished or collected by
the IRS
• The fact that a taxpayer is a client is confidential that must not be disclosed without the
taxpayer's express consent.
Disreputable Conduct A tax professional authorized to represent taxpayers may be
disbarred or suspended from practice.
