Consent to Release We need a signed release for in order to release tax returns to a third party, such as a bank or insurance company.   For your convenience, we have provided blank forms via the links below. Please print and return them by mail or fax. Contact us with questions about filling out the Consent to Release forms. 417-358-6090 or schmidtcpa@schmidt-cpapc.com A brief explanation follows for each corresponding blank. Your name as it appears on your tax return; if a joint return you need to add your spouse's name; for a business return the name of the business. The year(s) of the tax return(s) you would like released; The individual and the 3rd party institution's name (Bob Smith of Money Bank); The purpose (obtaining a loan, etc.). Microsoft_Word_-_Consent_to_disclose_tax_return_individual.pdf Microsoft_Word_-_Consent_to_disclose_tax_return_joint.pdf Microsoft_Word_-_Consent_to_disclose_tax_return_business.pdf