Profile PictureThe Tax Curative Institute
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Self-Employed Due Diligence

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Self-Employed Due Diligence

$7+

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.

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If you purchase a physical product and are not satisfied with the product you may return it in re-sellable condition within 30 calendar days from your order for a refund less a restocking fee of $75. After 30 days, no refunds will be granted but you may apply the balance (minus shipping and $75 admin fee) as a credit toward a future product, event or service in the next 12 months from the date of purchase. Any deposits made are non-refundable but may be used within 12 months on a product, consulting or live events.

Last updated Apr 10, 2025