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Tax credit rules are layered. EITC residency requirements. Qualified education expenses. Alternative fuel vehicle credits. One missed step and you’re facing audit exposure—or worse, a damaged reputation.
For tax preparers, the IRS requires strict due diligence under IRC Section 6695(g), including completing Form 8867 and maintaining proper documentation. For business owners, the stakes are just as real—claiming a credit incorrectly can trigger an audit and costly repayments.
The Tax Credit Due Diligence Checklist breaks each credit into clear, actionable verification steps aligned with current IRS documentation expectations—so both preparers and business owners stay accurate, protected, and audit-ready.
Visit us to download: Tax Credit Due Diligence Checklist for Your Desktop