TaxSlayer Pro Professional Tax Software
Login
Knowledgebase Home
Products & Pricing
Tax Products
TaxSlayer Pro Classic
TaxSlayer Pro Premium
TaxSlayer Pro Web (cloud-based)
Compare Products
Purchase or Renew
Order TS Pro
Renew TS Pro
Add-on Tax Products
Service Bureau
Supported Bank Products
Product Partnerships
The TaxBook Web Library
Resources & Tax Education
Tax Preparer Resources
Become a Tax Preparer
Get an EFIN Number
PTIN Requirements
Tax Reform Updates
Practice Tax Returns
Training & Seminars
Annual Seminar
IRS Tax Forums
New User Webinar
Latino Tax Fest
Training/Tax Preparer Videos
Blog & Whitepapers
Blog Homepage
Whitepapers
Support
Product Support Center
Contact Support
Contact Sales
Search the Knowledgebase
Submit Support Ticket
Login
Try it free
TaxSlayer Pro Support
Support
IRS Information / Preparer Information
Due Diligence Requirements
Due Diligence Requirements
Follow
New articles
New articles and comments
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