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

• How to speak directly to an IRS agent
• 2020 Unemployment Compensation Exclusion
• 2019 Federal Tax Rate Schedules
• Covid-19 Related Tax Credits - Paid Sick Leave and Family Leave Credits
• Employee Retention Credit Under the CARES Act
• IRS Announces that Nationwide Tax Forums Will be Virtual in 2020

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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

IRS Tax Tips

• Simplified Option for Home Office Deduction
• Top 10 Tax Tips about Home Mortgage Debt Cancellation

IRS Tax Relief for Federal Disaster Areas

• Form 8915-E - Qualified 2020 Disaster Retirement Plan Distributions and Repayments
• Tax Relief for Victims of Severe Storms in Louisiana, Mississippi and Texas 04/20/2016
• Hurricane Disaster Relief - 2017 Tax Law Change Highlights

Office Security

• Recommended Security Practices

Information for Tax Return Preparers

• 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
• Safeguarding Taxpayer Information (Pub. 4557)

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Mailing Addresses

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