More context
How to use this resource in context
Short answer
Form 8867 Due Diligence Checklist is a free workflow helper for tax preparers. Build a browser-local due-diligence sign-off checklist for refundable-credit and head-of-household files.
When to use this tool
Use this when refundable credits or head-of-household due diligence may apply.
What the result means
The checklist helps organize review evidence and open questions before signing off.
Privacy boundary
This is a browser-based helper, not tax advice, legal advice, or a compliance guarantee. Do not enter SSNs, full notices, EFINs, bank details, or client documents into public tools.
Example scenario
Use this when a client file is not ready for review and the office needs a clearer next step before tax preparation starts.
Common mistakes
Common mistakes include entering sensitive taxpayer data into public tools, treating planning output as tax advice, and skipping preparer review.
How Intaxion automates this workflow
Inside Intaxion, this workflow moves from a one-off helper into intake status, document follow-up, and review readiness for the office.
Source/proof note
Built for office due-diligence workflow support, not as a substitute for Form 8867 instructions.
Next step
Want this organized inside the real client workflow? Review the Founder Program.
See next step