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Caution: DRAFT FORM This is an advance draft copy of a California tax form. It is subject to change and FT approval before it is officially released. Please give us your comments or suggestions about
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What is paid preparers due diligence?
Paid preparers due diligence is the responsibility of tax professionals to take necessary steps to ensure the accuracy of tax returns they prepare for clients.
Who is required to file paid preparers due diligence?
Tax professionals who prepare tax returns for clients and are paid for their services are required to file paid preparers due diligence.
How to fill out paid preparers due diligence?
Paid preparers should thoroughly review and verify all the information provided by the taxpayer, perform necessary research on tax laws, and document the steps taken to ensure accuracy of the tax return.
What is the purpose of paid preparers due diligence?
The purpose of paid preparers due diligence is to ensure that tax returns are accurate, compliant with tax laws, and free from errors or omissions.
What information must be reported on paid preparers due diligence?
Paid preparers must report details of their review process, steps taken to verify information, any discrepancies or issues found, and any additional information required to complete the tax return accurately.
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