Due diligence is easier to defend when the evidence is organized before review.
Use a client-year evidence binder to connect questionnaire answers, preparer notes, document checks, and review flags before the return moves forward.
Scope boundary
Intaxion is not tax preparation software. It supports intake, document collection, client follow-up, review readiness, and compliance-support workflows for tax offices. It does not prepare or file returns, provide tax or legal advice, claim IRS approval, or guarantee compliance.
Office workflow
Evidence capture
The binder keeps practical due-diligence materials together instead of leaving them in scattered notes or memory.
- Client questionnaire
- Document checklist
- Preparer note prompts
- Review flags
Office workflow
Covered-benefit workflow
The workflow is meant to help offices ask, document, and review more consistently when covered benefits are in play.
- EITC
- CTC/ACTC/ODC
- AOTC
- Head of household
Answer-ready summary
The Form 8867 Evidence Binder helps tax offices organize client answers, documents, notes, and review flags for due-diligence workflows before return preparation moves forward.
Source note
This page describes Intaxion's current product positioning and offer scope. It is not legal advice, tax advice, IRS approval, or a compliance guarantee.
Frequently asked questions
Does Intaxion complete Form 8867?
Intaxion supports the evidence workflow. The preparer remains responsible for review and filing decisions.
Can this help with client interviews?
Yes. It gives the office prompts and structure for asking and documenting the right follow-up questions.
Related
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Client follow-up should be useful without turning into a tax-data mess.
Spanish-first client follow-up, missed-call, booking, and review-request workflows with tax-office consent and data-boundary discipline.
Preseason reactivation
Bring returning clients back before the January rush starts.
Spanish and English client reactivation messages for tax offices preparing returning clients before filing season.
Check whether this workflow fits your office.
Intaxion complements your tax-prep software. The demo focuses on the work before preparation starts.