Form 8867, Paid Preparer’s Due Diligence Checklist, is required in the following scenarios:
- The tax return includes these credits: Earned Income Credit, Child Tax Credit, Additional Child Tax Credit, Other Dependents Credit, and American Opportunity Tax Credit.
- The tax return's filing status is Head of Household.
If the tax return doesn't include any of the above, you won't be asked the questions and won't need to complete the form. But, if the form has been completed it should be included in your print sets when printing the return. If you'd like to print Form 8867 by itself, you will need to create a print set for just this form.
To create a print set for Form 8867, from the ProWeb Welcome page select;
- Print Sets
- Select ADD PRINT SET.
- Enter the name for the print set, then locate Form 8867 and indicate the number of copies you would like to print.
- When finished, select SAVE.
The newly created print set will be available for selection on the Submission Page under Print Tax Documents as well as when printing from the Client List.