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Board Rule-Making 2018: Client Records

After holding a public rule-making hearing on January 26, 2018, the Board amended the following rules:

  • WAC 4-30-050 What are the requirements concerning records and clients confidential information?
  • WAC 4-30-051 What are the requirements concerning client records, including response to requests by clients and former clients for records?

The Board amended the rules to:

  • Incorporate aspects of the AICPA Code of Professional Conduct into the rules
  • Rename the rules

The Board’s Rule Making Order (CR-103) is available:

The changes will take effect March 5, 2018.