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