The Ultimate Tax Prepare Due Diligence Documentation's

The Ultimate Tax Prepare Due Diligence Documentation's

Here is 12 documents you will need for tax season as a tax preparer. This will help your office to stay in compliance for a office audit.


• Dependent Due Diligence Form
• Disabled Dependent Form
• Education Credit Form
• Engagement Letter
• Healthcare Coverage Due Diligence
• Household Employee
• Household Verification
• Household Verification Form for Employers
• Legal Deductions
• Lobby Applicant Sheet
• Resources for Small Business Owners
• Self-employed Due Diligence

Documents are available in both PDF and Word File for your convenience.