Description
Ask better follow-up questions and document the facts behind your client’s claims. This toolkit brings interview checklists, examples and recordkeeping guidance together for dependent, credit and filing-status reviews.
What’s Included
- An overview of the four paid-preparer due-diligence responsibilities.
- Interview checklists for identity, household facts, EIC, child-related credits, education credits and Head of Household.
- Dependent and custody examples, red flags, recordkeeping guidance and an overview of related IRS letters.
How You’ll Use It
Work through household facts, living arrangements, education expenses and conflicting information during the interview. Use the custody and IRS document-request examples to guide your follow-up questions and file notes.
Who It’s For
Preparers who want a compact companion for client interviews and file review.
Format & Details
Digital toolkit • Tax year 2026 edition. Designed for use alongside your return-preparation process.
