This checklist is a comprehensive tool to use when preparing Form 8867, Paid Preparer’s Due Diligence Checklist, that is associated with claiming the earned income tax credit, American opportunity tax credit, child tax credit (including the additional child tax credit), the credit for other dependents and head-of-household filing status.
The template is available as a fillable PDF and in Word (for Word versions, see the Annual Tax Compliance Kit zip file).
The AICPA Tax Section’s Annual Tax Compliance Kit