Due Diligence Tax Training

What do you do when a client’s answers don’t line up? Knowing what to ask next, what to document, and what to keep in the tax file is part of paid preparer due diligence.

This 23-page training guide walks through the four paid preparer due diligence requirements for tax year 2026. Use it to train new preparers, refresh your own skills, or discuss how your team handles client interviews and documents eligibility decisions.

Inside the guide

• A walkthrough of Form 8867, credit computations, follow-up questions, and record retention
• Common red flags involving the Earned Income Tax Credit, child and dependent credits, the American Opportunity Tax Credit, and Head of Household filing status
• Client interview techniques for incomplete or conflicting answers
• Sample scenarios with follow-up questions about dependents, household arrangements, and competing claims
• Guidance on organizing a tax file and documenting what you relied on

Who it’s for

New and returning paid tax preparers, tax office owners, and team leads training seasonal staff.

What you receive

One 23-page PDF training guide for tax year 2025, delivered as a digital download. For educational use.