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.
Page Last Reviewed or Updated: 10-Apr-2025