Form 8867, the Paid Preparer’s Earned Income Credit (EIC) Checklist, is required by the IRS for tax preparers who claim the Earned Income Credit for a client. It ensures the preparer has completed the necessary due‑diligence questions before the credit is approved.
Instead of downloading the PDF and opening a separate editor, simply click the Fill out this form button on this page. The Formize PDF Filler app loads in seconds, letting you fill each field directly in your browser.
• Leaving any due‑diligence question blank.
• Incorrectly entering the client’s earned income amount.
• Forgetting to sign and date the checklist.
• Using an outdated version of Form 8867 (always use the latest PDF from the IRS).
Our fillable version is 100 % compliant with the official IRS layout, but you get the speed of an online form, automatic validation, and no extra software installation.
For detailed instructions, see the IRS “Instructions for Form 8867” PDF linked below. If you need clarification on a specific question, consult a qualified tax professional.
Any paid tax preparer who claims the Earned Income Credit, Child Tax Credit, Additional Child Tax Credit, American Opportunity Credit, or Head‑of‑Household filing status for a client must complete Form 8867.
Form 8867 is attached to the client’s tax return and must be filed by the same deadline as the return—typically April 15 for calendar‑year returns, with extensions as applicable.
Yes. When you e‑file a return using approved software, the electronic version of Form 8867 is transmitted automatically with the return.
Leaving any due‑diligence question unanswered can result in a penalty for the preparer and may delay the client’s refund.
The preparer must sign and date the checklist. If you fill the form online with Formize, you can add a digital signature before saving the PDF.
The IRS provides a detailed “Instructions for Form 8867” PDF on its website. The link is included on this page for easy reference.
Yes. Formize’s fillable PDF keeps the exact layout and field names of the official IRS version, making it fully compliant for both paper and electronic filing.
You can amend the client’s return using Form 1040‑X and attach a corrected Form 8867. Be sure to correct any due‑diligence errors to avoid penalties.
Form 8867 es uno de los formularios de impuestos que son documentos utilizados para reportar información relacionada con los impuestos a la autoridad fiscal correspondiente. Hay varios tipos de formularios de impuestos, incluidos los formularios de impuestos federales, estatales y locales, que pueden variar según las circunstancias y la ubicación del contribuyente.
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