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Tools and tips at your fingertips

 
  • Avoid having your clients' returns reject by reviewing our tips on preventing the most common processing errors.
     
  • Review many helpful examples to assist you in complying with the due diligence knowledge requirement on our Handling most common due diligence situations page. Examples cover a variety of earned income tax credit (EITC) issues including filing status, valid Social Security numbers, qualifying children, Schedule C filers, and more.
     
  • As you prepare EITC returns, avoid the three most common EITC errors which count for more than 60 percent EITC errors. See our Handling the most common errors webpage.
     
  • What is Form 8867?
     
  • Forms 886-H can assist you in tackling the difficult and probing questions
     
  • Due diligence on the go! Publication 4687, Paid Preparer Due Diligence PDF, is a guide to help you comply with your refundable credit due diligence requirements. Also available in Spanish PDF.
     
  • Your clients can find out if they are eligible for the EITC, by answering some questions and providing basic income information using the EITC Assistant on IRS.gov.