Privilege Communication Screen

Screen supplied communication facts for potential tax-practitioner privilege.

Description

A privilege screen separates supporting characteristics from declared exclusions.

A privilege screen separates supporting characteristics from declared exclusions. A factual flag checklist can identify review needs without determining legal privilege.^[1]

Screen supplied communication facts for potential tax-practitioner privilege.

When to use Privilege Communication Screen

Use this tool to screen supplied communication facts for potential tax-practitioner privilege.

Choose the specific arithmetic or checklist scenario and establish its input amounts, dates, rates and criteria from the applicable records. Keep currencies, periods and jurisdictions consistent; review the tool-specific assumptions before interpreting the result.

How to use Privilege Communication Screen and understand its results

Choose the specific arithmetic or checklist scenario and establish its input amounts, dates, rates and criteria from the applicable records. Keep currencies, periods and jurisdictions consistent; review the tool-specific assumptions before interpreting the result.
Enter confidentialCommunication, taxAdvicePurpose, federallyAuthorizedPractitioner, criminalTaxMatter, taxShelterPromotion using the field table and calculation rules, then run the tool.
Read supportingConditionCount, exclusionCount, screenResult. The explanation below defines the units, signs, ordering and any flags or placeholder values.
If the tool reports an input issue, correct the values and run it again. Apply the stated assumptions when interpreting a successfully returned result.

Input field	Meaning	Value type; see rules below	Requirement
confidentialCommunication	Communication was confidential	boolean	Required
taxAdvicePurpose	Made for tax advice	boolean	Required
federallyAuthorizedPractitioner	Practitioner is federally authorized	boolean	Required
criminalTaxMatter	Criminal tax matter	boolean	Required
taxShelterPromotion	Tax-shelter promotion	boolean	Required

Set the five communication flags. Count three supporting flags and two exclusion flags. Any exclusion takes priority over otherwise complete support.

excluded if any exclusion; otherwise potentially-covered if all three supports; otherwise review

Units, indexing, boundary conditions and exceptional cases are defined in the calculation rules above.

Output field	Meaning	Value type
supportingConditionCount	Supporting condition count	integer; minimum: 0
exclusionCount	Exclusion count	integer; minimum: 0
screenResult	Privilege screen result	string; one of "potentially-covered", "excluded", "review"

json

{
  "input": {
    "confidentialCommunication": true,
    "taxAdvicePurpose": true,
    "federallyAuthorizedPractitioner": true,
    "criminalTaxMatter": false,
    "taxShelterPromotion": false
  },
  "output": {
    "supportingConditionCount": 3,
    "exclusionCount": 0,
    "screenResult": "potentially-covered"
  }
}

Limitations and assumptions

The tool neither reads communications nor authenticates participants or purpose. Legal scope, waiver and jurisdiction-specific privilege require separate assessment.

Numeric inputs must be finite. Follow the calculation-specific rules for overflow, underflow and exceptional cases. Missing required fields, extra fields, wrong value types and violations of the calculation rules are input errors.

Alternative or Complementary methods

Use Spouse Relief Selector: Route supplied spouse-relief facts to a candidate review path. For a complementary task, use E-File Rejection Triage: Triage common e-file rejection indicators into a priority action.

References

Privilege Communication Screen — tool.io

Similar or alternative tools

Spouse Relief Selector
Route supplied spouse-relief facts to a candidate review path.
E-File Rejection Triage
Triage common e-file rejection indicators into a priority action.