Welcome to the Tax Preparer Toolkit

This toolkit has everything you need for all things EITC!

It makes it easy for you to practice EITC due diligence, prepare quality returns, and help your clients get the EITC they earned. 


Review our Hot Topics for news you need as a tax return preparer such as: continuing education opportunities, products and tools to help you meet your EITC due diligence requirements, proposed and new regulations, and more. 

Find EITC Income Limits, Maximum Credit Amounts and Tax Law Updates on irs.gov.

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Take the EITC Due Diligence Training Module online. This module covers the technical parts of the Due Diligence must do's and contains scenarios to walk you through examples of applying due diligence requirements. Complete the course, pass the test, and print a certificate of completion. You may also receive Continuing Education credit.

Curso en español de Capacitación para la Práctica de Diligencia Debida. Este curso de capacitación del EITC (Crédito Tributario por Ingreso del Trabajo, por sus siglas en inglés) ha sido diseñado para ayudar al profesional de impuestos a entender mejor el crédito y sus responsabilidades bajo las reglas de Diligencia Debida del EITC. Usted podría obtener créditos de educación continua (CE) con este curso.

Watch our Latest Taped Webinars

Learn how to avoid common errors and penalties when determining eligibility for IRS Refundable Tax Credits such as the American Opportunity Tax Credit, Child Tax Credit and Earned Income Tax Credit. You’ll also hear how due diligence can benefit you, your clients and your business.


Find out About Your EITC Due Diligence Requirements

Take our EITC Schedule C and Record Reconstruction Training

.Preparers need to ask more questions of their clients if the claims they make about self-employment seem inconsistent, incorrect, or incomplete when the tax return includes EITC.  Find out how to meet your due diligence requirements and help your self employed clients reconstruct their business records.


Find Answers to the Most Frequently Asked Questions from Preparers

Read About the Software Developer's Strategy

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. 


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More Resources:

Learn how to avoid the most common EITC errors


Learn how to handle the most difficult due diligence situations.


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 EITC notice, letter or reject code chart section.


Use our Guide to Everything Earned Income Tax Credit Online- to easily find the technical information you need to accurately determine if your clients qualify for EITC and meet your due diligence requirements.


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.


Page Last Reviewed or Updated: 18-Sep-2015