IRS Information / Preparer Information

Due Diligence Requirements

• Due Diligence and Schedules A, C, and E
• Form 8867 - Paid Preparer's Due Diligence Checklist
• Form 8867 - Paid Preparer Knowledge Requirement and Documenting Taxpayer Responses
• Form 8867 - Document Retention Requirements for Paid Preparers

Information From the IRS

• Duplicate Return Reject in 2019: Filing an Amended EIP Return
• Schedule SE - Self-Employment Tax
• Tax Office / Preparer Data Security Plan
• Requesting a Transcript or Copy of a Tax Return
• Do I Need to Amend a Tax Return that was Filed with the Incorrect Direct Deposit Information?
• How to speak directly to an IRS agent

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IRS Notices

• Notice CP09 and Form 15111

IRS Tax Topics

• Treasury and IRS Announce That All Legal Same-Sex Marriages Will Be Recognized For Federal Tax Purposes
• Top Eight Tax Tips about Deducting Charitable Contributions

Prior Year IRS Articles

• Special Rule for Determining 2017 Earned Income for EIC and Child Tax Credit

IRS Tax Tips

• Social Security Tax Deferral Repayment for Self-Employed Taxpayers
• Simplified Option for Home Office Deduction
• Top 10 Tax Tips about Home Mortgage Debt Cancellation

IRS Tax Relief for Federal Disaster Areas

• Tax Relief for Victims of Hurricane Ida
• How Do I Find a FEMA Disaster Designation Number and/or Date?
• Desktop: Form 8915-E - Qualified 2020 Disaster Retirement Plan Distributions and Repayments
• Hurricane Disaster Relief - 2017 Tax Law Change Highlights

Office Security

• Recommended Security Practices

Information for Tax Return Preparers

• Foreign Currency Conversion
• IRS Will Send Recovery Rebate Credit Letters to Some Taxpayers
• American Rescue Plan Act of 2021
• The Engagement Letter
• 2020 Federal Tax Rate Schedules
• Pre-Season Tax Office Checklist

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Mailing Addresses

• Federal Mailing Addresses For Individual And Business Returns
• State Mailing Addresses
• Federal Mailing Addresses For Individual Returns