Schedule EIC Due Diligence
Desktop · Written guide Content date 1 min read
In Tax Processors Plus Desktop, to re-answer the Schedule EIC due diligence questions or provide additional due diligence information, from the Main Menu of the individual tax return (Form 1040) select:
- Payments, Estimates & EIC
- Earned Income Credit (Sch EIC)
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Complete Schedule EIC - Enter due diligence information in two menus:
- EIC Due Diligence Checklist
- Additional EIC Due Diligence Documentation
Learn more about due diligence requirements for EIC and other refundable credits with the IRS Tax Preparer Toolkit.
Additional Information:
Earned Income Credit Additional Due Diligence Questions
Earned Income Credit (EITC) Income Limits and Maximum Credit Amounts