Due Diligence Intake Forms for Tax Professionals
 
Simplify compliance. Protect your business. Serve your clients with confidence.
These customizable Due Diligence Intake Forms are designed specifically for tax professionals who want to stay IRS-compliant, streamline their client documentation process, and avoid costly penalties.
 
Whether you’re preparing EITC, CTC, AOTC, or HOH returns, these forms will help you collect the right information and keep detailed notes — just like the IRS requires. No more guessing what to ask. No more scrambling during an audit.
 
What's Included:
 
Intake forms for key due diligence credits (EITC, CTC, AOTC, HOH)
Client Interview Forms
Signature Acknowledgement Sheets
Document checklist templates
Worksheets for tracking income, dependents, and eligibility
PDF and editable formats
 
Why You Need These Forms:
 
✅ Stay compliant with IRS Due Diligence laws
✅ Standardize your intake process for every client
✅ Protect your EFIN and reduce audit risk
✅ Train your team with clear, easy-to-use documentation
✅ Pass IRS exams confidently — no more guessing
 
These are the same systems used by seasoned tax professionals who have passed multiple IRS Due Diligence exams with zero fines.
 
Make sure every file you touch in is audit-ready.

Grab the Due Diligence Intake Forms now and take the guesswork out of compliance.
 
🛒 Available for instant download after purchase.