Due Diligence Requirements

Articles in Due Diligence Requirements

• Due Diligence and Schedules A, C, and E

  Software reference · 1 min read

  To prepare an accurate Schedule A, you should ask your clients sufficient questions to determine that the expenses that are being claimed are correct.

• Form 8867 - Document Retention Requirements for Paid Preparers

  Software reference · 3 min read

  A paid tax return preparer is required to exercise due diligence when preparing a client's tax return or claim for refund.