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This version of the form is not currently in use and is provided for reference only. Download this version of
IRS Form 8867
for the current year.
IRS Form 8867 Paid Preparer's Due Diligence Checklist
What Is IRS Form 8867?
This is a tax form that was released by the Internal Revenue Service (IRS) - a subdivision of the U.S. Department of the Treasury on November 1, 2022. Check the official IRS-issued instructions before completing and submitting the form.
FAQ
Q: What is IRS Form 8867?
A: IRS Form 8867 is the Paid Preparer's Due Diligence Checklist.
Q: Who needs to fill out IRS Form 8867?
A: Paid tax preparers need to fill out IRS Form 8867.
Q: What is the purpose of IRS Form 8867?
A: The purpose of IRS Form 8867 is to ensure that paid tax preparers follow due diligence when preparing tax returns for their clients.
Q: What information is required on IRS Form 8867?
A: IRS Form 8867 requires information related to the Earned Income Tax Credit (EITC), Child Tax Credit (CTC), and Additional Child Tax Credit (ACTC).
Q: What are the consequences of not filling out IRS Form 8867?
A: Failing to fill out IRS Form 8867 can result in penalties for the paid tax preparer.
Form Details:
- A 2-page form available for download in PDF;
- Actual and valid for filing 2023 taxes;
- Editable, printable, and free;
- Fill out the form in our online filing application.
Download a fillable version of IRS Form 8867 through the link below or browse more documents in our library of IRS Forms.
Download IRS Form 8867 Paid Preparer's Due Diligence Checklist
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