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Form 8867 Checklist needs to be automated as to the selection of check boxes

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Form 8867 Checklist needs to be automated as to the selection of check boxes

cbaxter

On form 8867, paid preparer’s due diligence checklist.  Why not have it auto check the applicable items EIC, CTC/ACTC/ODC, AOTC, HOH?  It knows when you have the appropriate ones checked.

Thanks for the votes and comments. Changing this to "Open for voting". 

Status: Open for voting
Vote now if this is a good idea
5 Comments
Just-Lisa-Now-
Level 15
Level 15

I agree!  It knows if you check the wrong box, so why cant it automatically check the right ones!  

MariaR
Level 3

TOTALLY agree!!

@Orlando I'm sure this would be a high on the priority list item for everyone on here!

lfallin
Level 3

I totally agree that we need this, It takes us 10 min going through to check these boxes with multiple kids and when they have all 4 it is hugely time consuming.  I get that we need to check and be sure they qualify for the deduction/credit, however I am pretty sure we all are aware of the fact that they qualify by the time we have gotten this far on the return and we know what they need to receive the credit.

Greta
Level 8

I DETTEST filling out Form 8867 for returning clients that I've done for decades, whose life situation I know very well. I live in a small town! So I spend two days going thru my clientele and check all the boxes on Form 8867 before anyone has any documents to bring. It's dreary two days. I also enter manually all Virginia county names because I have to go back to decipher which county they (still!) live in. Next year I may randomly put in county names and let the county commissioner sort it out. My software could so easily transfer county name to next year instead.

IntuitGabiU
Community Manager
Community Manager
Status changed to: Open for voting

Thanks for the votes and comments. Changing this to "Open for voting". 

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