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A Tax Preparer Cannot Disclose to a Mortgage Banker the Client's

question 87

True/False

A tax preparer cannot disclose to a mortgage banker the client's income level, or other information acquired by preparing the return, without the client's permission.


Definitions:

Navigation Pane

A graphical user interface component that provides a structured and easily navigable overview of the contents of a document, application, or website.

Shortcut Menu

A context-sensitive menu that appears upon right-clicking in a software application, providing quick access to frequently used functions related to the selected object.

Customer Number

A unique identifier assigned to a customer to facilitate tracking and service in business transactions.

Criteria Row

In spreadsheet and database applications, a row used to specify conditions that data must meet for it to be selected or processed.

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