Every EITC return that walks in the door means 20 minutes of paperwork your staff dreads. I own tax offices — so I built a tool that handles Form 8867 documentation in under 5 minutes.
Tested in my tax offices. Ready for yours?
You know the drill. Client sits down. EITC, Child Tax Credit, maybe AOTC. The return takes 20 minutes. The due diligence paperwork takes another 20.
Your staff starts rushing through it. Or worse — dreading every earned income credit return that walks in the door.
The IRS requires Form 8867 documentation. But they didn't say it had to be painful.
Guided flow. Smart defaults. No hunting for checkboxes. Select the credits, answer the questions, done.
If they can prepare a return, they can use this. The interface asks plain questions, not IRS jargon. Built-in validation catches missing info before you finish.
Generate professional attestations for EITC, CTC/ACTC, AOTC, and Head of Household. Export or print. Your documentation is audit-ready.
7 days free. Works with unlimited clients.
| Plan | Price | Best For |
|---|---|---|
| Tax Season Pass | $99 one-time | January – April coverage |
| Annual Pass | $149/year | Year-round + extension season |
Free for TaxOffice.AI Platform Subscribers ($297/mo+)
Most preparers complete due diligence documentation in 4-5 minutes per client. Complex situations with multiple credits might take 6-7. Compare that to 15-20 minutes with paper forms or clunky software.
No. This handles Form 8867 due diligence documentation — the compliance paperwork the IRS requires when you claim EITC, CTC, ACTC, AOTC, or Head of Household status. You still prepare the return in your tax software.
After 7 days, you choose a plan. Your client data stays saved — nothing is lost. If you don't subscribe, you just can't create new attestations until you do.
Yes. All data is encrypted and stored securely in the cloud. We use industry-standard security practices to protect your client information. You control access to your data through role-based permissions.
Yes. One subscription covers your entire office. No per-seat fees.
See why tax preparers are finishing due diligence in under 5 minutes.