This tax layer pro training video features a brief discussion on AIC due diligence in the Earned Income Credit example. My client is filing as a tough household with one dependent, and we're going to go to the income menu. I've entered my client's W2 information, and once I exit the income menu, the program recognizes that due to my client's filing status, the fact that he has a dependent child, and his income level, he might possibly qualify for Earned Income Credit. This takes me to form 8867-EW, where I see the checklist menu within the program. Anytime I see "must answer," I need to click on that menu and answer the due diligence questions enclosed. Let's start off with the questions for all taxpayers: 1. Was the taxpayer a non-resident alien for any part of the year? - No 2. Is the taxpayer a qualifying child of another person? - No 3. Did you complete form 8867 based on current information provided by the taxpayer? - Yes 4. Did you ask this taxpayer any additional questions necessary to meet your knowledge requirement? - Yes, but remember that you cannot rely on the software alone to meet your due diligence requirements. You must have a complete understanding of the tax law and comply with the knowledge requirements. Now, I'm going to press the F8 key for notes on this screen. I'll start documenting some of the interview questions and responses for my due diligence records. I've recorded a few responses from my client during our interview process and included them in my 8867-AIC due diligence notes. I'll click OK and continue with the due diligence questions. I'm going to answer "yes" to the question of whether I asked the taxpayer any additional questions necessary to meet the knowledge requirement. I'll also answer "yes" to the question...
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Who needs Publication 596 Form: What You Should Know
Employer's Guide to Form W-3PR — SSA Dec 29, 2025 — The SSA has published a new Employer's Guide to filing timely and accurate Form W-3PR, Puerto Rico withholding statements and Form W-3PR with Puerto Rico employee income verification. The full address is clearly shown on the Form 299, Puerto Rico Income Tax and Forms IP USP, PURE, W-2, and W-3PR, PIP. Employer's Guide to Form W-3PR — Form 942 Use Form 942 (path. form) for reporting all wages as required by the Form W-3PR, Puerto Rico. Employer's Guide to Form W-3PR — Form W-4 Use Form W-4 (report form) for reporting all wages as required by the Form W-3PR, Puerto Rico. Employer's Guide to Form W-3PR — W-2SE (W-2 Form) Use W-2SE (W-2 Form) for reporting all wages as required by the Form W-2PR (W-2s). Employer's Guide to Form W-3PR — W-3 Use W-3 for reporting Puerto Rico wage information from the W-3PR. Note The Form W-3PR is not to be filed with Form W-2 (to report non-Puerto Rico wages of the same employee). Use the above forms to send income tax, Social Security and Medicare information to Puerto Rico. The information should be sent via regular mail so that it is received by Puerto Rico in time for tax filing. All required information will also be sent by first class mail to UPU.gov by mail. The information above is available in Spanish via Form W-3PR-SOLVE. The above form will not work correctly without the W-3PR.
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