Self-Employed Due Diligence

The Self-Employment Due Diligence form helps you stay in compliance with the IRS.

It's crucial to understand that the IRS mandates the maintenance of comprehensive records for all your tax clients.  Failure to comply with this requirement can lead to significant penalties, a risk you can easily mitigate by using the Self-Employment Due Diligence form.

Use this form to ask your tax clients questions about their businesses and collect information to prove that their businesses are real.

This form is a MUST-HAVE. You would use it for every self-employed tax client. It consists of two pages: the first is a questionnaire, and the second is a checklist of over 25 items to choose from/collect from your tax client.

This is an instant download, not a physical product.