Welcome to the Tax Preparer Toolkit

Here is everything you need for EITC information and products to help you as a tax return preparer assist your clients.

This toolkit includes:

  • The latest rules and tax law changes
  • EITC eligibility requirements
  • Tips on how to file accurate claims and meet your due diligence requirements
  • The most up to date EITC forms, brochures and support materials available for download
  • Compliance information
  • The newly launched EITC Due Diligence Training Module

Review our Hot Topics for items affecting you as a tax return preparer such as:

  • Publication 596 is now available on irs.gov
  • Return Preparer Review Recommendations
  • Visits to Preparers Filing Highly Questionable 2008 EITC Returns
  • EITC 2009 Tax Forum Presentations
  • Identity Theft


Did you know?



  • The American Recovery and Reinvestment Act (ARRA) provides a temporary increase in EITC. Read more.......



  • The recently issued regulations concerning Due Diligence expand and clarify the knowledge requirement. Learn more.......


  • The software developer's strategy involves a joint partnership between the IRS and tax preparation software companies with the goal of improving software and helping preparers meet their due diligence requirements. Read more.......






  • Do you need to know what an EITC notice, letter or reject code means? Do you need to know how to respond? See the chart in our tools and tips section.



  • View our chart for a look at how various child related credits interact.


  • Find EITC products for promoting EITC and informing your clients of EITC eligibility requirements.


  • Show your clients where they stand with the EITC Assistant. They may think they qualify for EITC, but not all of them do - available in English and Spanish.

Last Updated: 1/6/10