Welcome to the Tax Preparer Toolkit

Here is everything you need for all things EITC! It makes it easy for you to practice due diligence and to help your clients get the EITC they earned. This toolkit helps you:

KEEP on top of what's hot.
LEARN about EITC Compliance Programs.
FIND helpful tips and tools.
LOCATE the answers to the questions preparers frequently ask.
DOWNLOAD the most up-to-date EITC forms, brochures and support materials.
COMPLETE the EITC Due Diligence Module in English or Spanish or the Schedule C and Record Reconstruction Training.
LINK to everything else EITC.

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

  • New and proposed regulations and news about a informational webinar about the changes
  • Free educational opportunities
  • New products and tools to help you meet your due diligence requirements

 

Did you know?

 

  • 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  by taking our EITC Schedule C and Record Reconstruction Training here.

 

 

  • Watch our Meeting Your EITC Due Diligence Webinar. If you missed or want to review the  webinar which aired on January 4, 2012, click here. The webinar covered the new requirements, how to avoid common pitfalls, and protecting yourself from higher penalties.

 

 

  • For answers to the most frequently asked questions by preparers, click here.

 

  • 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

 

 

  • 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.

 

 

  • 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: 1/23/2012