how do i include form 8867 head of household due diligence checklist to a turbo tax efile
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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
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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