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Thirty-party Confidential information


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Please see the attached screenshot. Does it mean we can no longer prepare and efile taxes? Because a lot of really really personal information is needed like Full names, address, EIN, SSN for some though client input this himself, Account number in case of a refund. Screenshot_20230505-020022.thumb.jpg.a891ccf9a58923c7f232481fe2c8716a.jpg

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Your client isn't a third party.

This rule specifies third party information... like if your client gave you someone else's information who is not part of the actual contract here. It seems to be mostly an anti-scam, anti-spam, and anti-fraud measure.

(This is not an official statement and I know nothing of tax preparation laws specifically.)

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5 hours ago, proconsultn2035 said:

Please see the attached screenshot. Does it mean we can no longer prepare and efile taxes? Because a lot of really really personal information is needed like Full names, address, EIN, SSN for some though client input this himself, Account number in case of a refund. Screenshot_20230505-020022.thumb.jpg.a891ccf9a58923c7f232481fe2c8716a.jpg

better you ask to Fiverr CS about that 

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