{"product_id":"ctc-actc-ttr-exclusive-ctc-actc-due-diligence-checklist","title":"CTC\/ACTC TTR EXCLUSIVE - CTC \u0026 ACTC Due Diligence Checklist","description":"\u003cp dir=\"auto\" class=\"PDq2pG_selectionAnchorContainer\"\u003eStrengthen your due diligence process and build better-documented client files.\u003cspan class=\"PDq2pG_selectionAnchor\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"auto\"\u003eThis seven-page preparer checklist walks tax professionals through the questions, eligibility tests, documentation, and follow-up procedures required when claiming the CTC, ACTC, or Credit for Other Dependents.\u003c\/p\u003e\n\u003cp dir=\"auto\"\u003eIt includes:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eTaxpayer SSN verification\u003c\/li\u003e\n\u003cli\u003eA child-by-child qualification grid\u003c\/li\u003e\n\u003cli\u003eRequired interview questions\u003c\/li\u003e\n\u003cli\u003eCommon red flags\u003c\/li\u003e\n\u003cli\u003eAn interview notes log\u003c\/li\u003e\n\u003cli\u003eDocument verification\u003c\/li\u003e\n\u003cli\u003eForm 8867 and file-completion reminders\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp dir=\"auto\"\u003eUse one checklist per return to support a thorough, consistent, and well-documented due diligence process. This resource supports, but does not replace, Form 8867. Learn with Jenny is not responsible for any due diligence audit or penalties. This product is to be used a guideline. It is your responsibility to understand the required Due Diligence for Tax Pros. \u003cbr\u003e\u003cbr\u003e\u003cstrong\u003e\u003cspan\u003eBranding Notice (LWJ): \u003c\/span\u003e\u003c\/strong\u003eSome digital products may feature the branding and colors of affiliated brands, including Tax Academy Pro, Apex Advisor Group, and TSG ProAdvisor. This document was exclusively made for \u003cstrong\u003eTTR for Tax Pros\u003c\/strong\u003e class attendees. Learn with Jenny serves as the hub for this product. \u003cbr\u003e\u003c\/p\u003e","brand":"Learn with Jenny","offers":[{"title":"Default Title","offer_id":48366343061691,"sku":null,"price":19.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0660\/2339\/1419\/files\/ddclctc.png?v=1789515603","url":"https:\/\/learnwithjenny.com\/products\/ctc-actc-ttr-exclusive-ctc-actc-due-diligence-checklist","provider":"Learn with Jenny","version":"1.0","type":"link"}