Tax — Individual
8867 — Paid Preparer's Due Diligence Checklist
Paid preparers file Form 8867 to document due diligence on EITC, CTC, AOTC, and HOH claims.
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How 8867 fits into a repeat PDF workflow
8867 — Paid Preparer's Due Diligence Checklist is listed in the Tax — Individual catalog. Filed with each return and retained three years; IRS penalties apply for each failure per credit or filing status claimed. Treat the blank PDF as the controlled starting point: keep the official layout intact, then add reviewed fields and mappings before using it for live records.
- Template setup: open the blank PDF in DullyPDF, run field detection, and review text boxes, checkboxes, radio groups, dates, and signature areas before saving the template.
- Data fill: map the detected fields to CSV, Excel, JSON, or SQL-backed schema headers so the same reviewed PDF can be filled from repeat records.
- Output paths: download the completed PDF, collect respondent answers with Fill By Link, call API Fill, or route the prepared record into a signature workflow.
The catalog keeps 2 pages, file size, category, and source attribution to irs.gov visible before automation starts, which helps teams confirm they are working from the right official blank form before saving a template.