Priced at $7.99 to make this accessible for everyone this tax season — even though it contains the same tools clients pay professionals to walk them through.

Claiming the wrong dependent can cost you thousands in lost credits — or trigger an IRS letter.

This Dependent Eligibility Toolkit gives you a simple, accurate way to confirm who really qualifies before you file your tax return.

Whether you’re a parent, guardian, tax preparer, or someone helping family, this toolkit breaks the rules down into clear steps and easy-to-follow checklists.

Designed for real people. Built to save you time. Created to help you avoid costly errors.

WHAT’S INCLUDED

✔ Dependent Checklist (PDF)

A step-by-step guide to verify whether someone meets IRS rules for Qualifying Child or Qualifying Relative.

✔ Google Sheets Editable Checklist

Track dependents digitally and make calculations with your own copy.

✔ Quick Reference Guide (PDF)

One-page summary of rules, tests, common mistakes, and credits affected.

✔ Support Checklist (PDF)

Determine whether you provided more than 50% of someone’s support — required for many dependent claims.

✔ Read Me (Start Here)

Clear instructions for using each file and understanding how the toolkit fits together.

WHO THIS IS FOR

• Parents and guardians
• Anyone in shared custody situations
• People supporting parents or relatives
• First-time filers
• Tax preparers needing a simple client tool
• Anyone who wants to avoid costly filing mistakes

WHAT THIS TOOLKIT HELPS YOU AVOID

• Incorrect dependent claims
• Lost Child Tax Credit or Earned Income Credit
• Incorrect Head of Household filing
• Support miscalculations
• Common shared-custody errors
• IRS letters and notices

DISCLAIMER

This toolkit provides general educational guidance. It does not replace professional tax advice for your specific situation.