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8867 Paid Preparers Due Diligence Checklist IRS Tax Forms 2021

3596 2021-2025 Form

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Video instructions and help with filling out and completing 8867 Paid Preparers Due Diligence Checklist IRS Tax Forms

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Instructions and help about due diligence earned

as paid preparers you are required by the irs to exercise due diligence when preparing tax returns this is important for tax returns that have in them the following tax credits and or filing status earned income tax credit child tax credit additional child tax credit credit for other dependents american opportunity tax credit and head of household filing status but what exactly does due diligence mean what does it look like what must they do for paid preparers due diligence requires them to know the tax law apply that knowledge ask all the right questions get all the facts document as you go and keep records essentially due diligence is taking responsible steps to confirm the information provided needed to complete a tax return is correct and accurate remember you may be penalized or worse [Music] if you are caught not exercising due diligence so to protect your job your freedom and your wallet all paid preparers should practice due diligence to ensure a more accurate and legitimate ta

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CA FTB 3596 2022
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CA FTB 3596 2021
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CA FTB 3596 2020
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