B. Complete this Form 8867 truthfully and accurately and complete the actions described in this checklist for any applicable credit(s) claimed and HOH filing status, if claimed;

Nov 22, 2025 · IRS Form 8867 is the Paid Preparer’s Due Diligence Checklist, a mandatory compliance document for tax professionals. This form ensures that a paid preparer exercises reasonable care …

Form 8867 This article explains IRS Form 8867, detailing its purpose, step-by-step filing process, and how paid tax preparers complete it thoroughly and accurately.

Learn what Form 8867 is, who needs to file it, key instructions, due diligence requirements, and common mistakes. A must-read guide for tax preparers.

Apr 16, 2024 · What is IRS Form 8867 used for? The purpose of IRS Form 8867, Paid Preparer’s Due Diligence Checklist, is to ensure that the practitioner has considered all applicable eligibility criteria …

Nov 15, 2025 · Form 8867 is the paid preparer due diligence checklist for EITC, CTC or ACTC or ODC, AOTC, and Head of Household, and it must be completed, attached, and retained for applicable returns.

Nov 29, 2024 · What is Form 8867 - The Paid Preparer's Due Diligence Checklist? Form 8867, the Paid Preparer’s Due Diligence Checklist, is a form that paid tax preparers must complete when filing a tax …

Aug 22, 2025 · Information about Form 8867, Paid Preparer's Earned Income Credit Checklist, including recent updates, related forms and instructions on how to file.

You'll need to include Form 8867, Paid Preparer's Earned Income Credit Checklist, with the return for both paper and electronic filings. Failure to comply with IRS EITC due diligence requirements may …

Sep 12, 2022 · How to access the form: To access the form, you will need to open a 1040 return on the online/desktop and then go to Add Form/Display then in the look for box type 8867.