Tax Filing Check-List

• All W-2's from all your Employers
• All 1099's
• Dependent's Information
(a) Copy of Social Security Cards
• Mortgage Interest Statement for Home Owners
• Childcare Provider's Information / Payment
Information
• Interest Income Statement (1099 - INT)
• Dividend Income Statement (1099 - DIV)
• Self Employment Income Declaration for each Businesses
• Tuition Payment Information
• Social Security Retirement Payment (1099- R)
• Charitable Donation Payment Statements
• Copy of Your Social Security Card

(4) Form 8867 Due Diligent Questioner Earned Income Credit Qualifier

Form 8867 Due Diligent Questioner Earned Income Credit Qualifier: We are required by IRS to File Form 8867 with All Earned Income Tax Credit Claims, also required to keep copies of Form 8867, or comparable documentation, which is subject to review by the IRS. The new regulations reflect also the recent congressional action to increase the penalty for noncompliance with the due diligence requirement from $100 to $500. The new requirement is part of the IRS initiative to ensure that the credit is afforded to taxpayers who qualify.  See Internal Revenue Code section 6695(g) and Part IV of this form.

We have designed a simple to complete  Information Sheet- Form – 8867 Due Diligent Questioner Earned Income Credit Qualifier that will help us capture all necessary information we need to properly comply with the IRS requirement.

 

Our Location:

2912 Mountain Industrial Blvd, Suite B
Tucker, Georgia 30084
Phone: 770-270-5737 | Fax: 770-270-9787
Email: joebutch@jbutch.com

•(1) Client’s Confidential Information.

•(2) Sole Proprietorship-Independent Contractor Business information Sheet.

•(3) Declaration of Self-Employment Income & other Miscellaneous Income.

•(4) Form 8867 Due Diligent Questioner Earned Income Credit Qualifier.

•(5)1099 Information Sheet.

•(6) Itemized Deductions.

•(7) Consent to Use Of Tax Return Information.

•(8) Self Employed Filers: Complete Forms 1, 2, or 3, 4 & 7.

•(9) W-2 Tax Filers: Complete Forms 1, 4 & 7, & 5 If you own a Home.