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Due Diligence Worksheet

December 22, 2016 • Carmen Nieves • Log In to Post Comments

Does or has anyone created a Due Diligence Worksheet? 



Are you referring to the Preparer's Due Diligence Checklist (Form 8867) that must be used when you have a client claiming the Earned Income Tax Credit, Child Tax Credit, or American Opportunity Tax Credit?

If not, then please clarify the purpose of the due diligence worksheet.

Thank you,

Yes, I am referring to the new 8867 with all three of the refundable credits.   Thank you.


We will be covering the Form 8867 and the due diligence checklist in detail at our upcoming quarterly tax update webinar on January 31.  It will be a good opportunity to learn the requirements on a form that many of practitioners are not accustomed to seeing much in our practices.

Thank you so much.  I am attending that class.  Have a great tax season.


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