Coleen3
Intuit Alumni

Get your taxes done using TurboTax

Form 8867 is for paid tax return preparers. As TurboTax is not meant to be used by paid preparers, the program does not use this form.

Purpose of Form As a paid tax return preparer, you are required to exercise due diligence when preparing any client’s return or claim for refund. As part of exercising due diligence, you must interview the client, ask adequate questions, and obtain appropriate and sufficient information to determine the correct reporting of income, claiming of tax benefits (such as deductions and credits), and compliance with the tax laws. You also 

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