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

 

 

 

  • Due Diligence on the go!  Publication 4687, Paid Preparer Due Diligence, is a guide to help you comply with your refundable credit due diligence requirements. Also, available in Spanish, Publication 4687 SP.

 

  • 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.