Due Diligence For Form 8867 - Byrd Accounting

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Due Diligence for Form 8867
Below is additional information that the IRS suggest that we have available as proof of
dependent and assist in determining your right to claim dependent and federal tax credits.
There are two columns: Today: For documents you have provided our office today.
Future: For documents that you did not bring with you but could
provide in the future.
Validation of Dependent
Today Future
Today Future
Today Future
Birth Certificate
Social Security Card OR
TIN card
Residency of Qualifying Child(ren)
Today Future
Today Future
No qualifying child
Place of worship statement
School records or statement
Indian tribal official statement
Medical records
Employer statement
Child care provider records
Placement Agency Statement
Landlord or Property
Other: _______________________
Management statement
_____________________________
Health care provider
_____________________________
Statement
Did not rely on any documents
Social service records
Did not rely on any documents,
or statement
but made notes in file.
Court records
Form 8832, the child must have lived with you a minimum of 6 months or a
completed Form 8832,Release/Revocation of Release of Claim to Exemption for
Child by Custodial Parent is needed.
Disability of Qualifying Child(ren)
Today Future
Today Future
No disabled child
Other (specify) _______________
Doctor statement
____________________________
Other health care provider
____________________________
Statement
Did not rely on any documents
Social service agency or
Did not rely on any documents,
program statement
but made notes in file.
BA6

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