CTTS develops a number of documents each year to assist tax professionals in preparing and documenting tax returns. This year we have the following documents available to assist tax professionals in complying with the IRS due diligence regulations:
General Due Diligence Worksheets
Occupational Due Diligence Worksheets
Safe Harbor Attachment
The documents provided above are not responsible in assisting/preparing a correct tax return. The available forms are only for documenting additional documentation and are not subject to any regulations set forth in Circular 230 of the IRS.