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

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

  • Proposed Return Preparers Review
  • EITC 2009 Tax Forum Presentations
  • Identity Theft

 

Did you know?

The Uniform Definition of a Child has been changed?  See What's Hot....

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

EITC will introduce a Due Diligence Training Module you can take for CPE credit later this year. Preview it now and give us your feedback.......

The list of federally declared disaster areas is growing and could affect your EITC clients. Learn more on irs.gov.......

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.......

 

 

   

Resources

Avoid the most common EITC errors. Learn 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.

Learn about EITC and get CPE credit. See how.......

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: 11/13/09