{"product_id":"due-diligence-mastery-notes","title":"Master Due Diligence Notes™ Library","description":"\u003ch2 data-start=\"278\" data-end=\"318\"\u003eMaster Due Diligence Notes™ Library\u003c\/h2\u003e\n\u003cp data-start=\"319\" data-end=\"378\"\u003e\u003cstrong data-start=\"319\" data-end=\"378\"\u003eProfessional Compliance Documentation for Tax Preparers\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp data-start=\"380\" data-end=\"428\"\u003eDue diligence is not optional, it’s protection.\u003c\/p\u003e\n\u003cp data-start=\"430\" data-end=\"641\"\u003eThe \u003cstrong data-start=\"434\" data-end=\"473\"\u003eMaster Due Diligence Notes™ Library\u003c\/strong\u003e is a professional-grade documentation resource designed for tax preparers who understand that \u003cstrong data-start=\"568\" data-end=\"640\"\u003ehow you document a return matters just as much as how you prepare it\u003c\/strong\u003e.\u003c\/p\u003e\n\u003cp data-start=\"643\" data-end=\"950\"\u003eThis digital library provides structured, real-world due diligence note examples to help you properly document dependent claims, filing status determinations, income verification, refundable credits, and refund disbursement requests, all in alignment with IRS Form 8867 and related compliance expectations.\u003c\/p\u003e\n\u003cp data-start=\"952\" data-end=\"1159\"\u003eWhether you are a solo preparer, firm owner, or service bureau, this resource helps you create \u003cstrong data-start=\"1047\" data-end=\"1081\"\u003eclear, defensible client files\u003c\/strong\u003e that demonstrate exactly what was reviewed, verified, allowed, or disallowed.\u003c\/p\u003e\n\u003ch3 data-start=\"1166\" data-end=\"1198\"\u003eWhat This Library Includes\u003c\/h3\u003e\n\u003cul data-start=\"1199\" data-end=\"1922\"\u003e\n\u003cli data-start=\"1199\" data-end=\"1658\"\u003e\n\u003cp data-start=\"1201\" data-end=\"1245\"\u003ePre-written due diligence note examples for:\u003c\/p\u003e\n\u003cul data-start=\"1248\" data-end=\"1658\"\u003e\n\u003cli data-start=\"1248\" data-end=\"1290\"\u003e\n\u003cp data-start=\"1250\" data-end=\"1290\"\u003eDependents \u0026amp; relationship verification\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"1293\" data-end=\"1328\"\u003e\n\u003cp data-start=\"1295\" data-end=\"1328\"\u003eHead of Household qualification\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"1331\" data-end=\"1366\"\u003e\n\u003cp data-start=\"1333\" data-end=\"1366\"\u003eEarned Income Tax Credit (EITC)\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"1369\" data-end=\"1396\"\u003e\n\u003cp data-start=\"1371\" data-end=\"1396\"\u003eChild Tax Credit \/ ACTC\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"1399\" data-end=\"1488\"\u003e\n\u003cp data-start=\"1401\" data-end=\"1488\"\u003eIncome verification (W-2, 1099, self-employment, unemployment, SSA, rental, gambling)\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"1491\" data-end=\"1575\"\u003e\n\u003cp data-start=\"1493\" data-end=\"1575\"\u003eRefund method documentation (direct deposit, check, prepaid card, split refunds)\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"1578\" data-end=\"1658\"\u003e\n\u003cp data-start=\"1580\" data-end=\"1658\"\u003eCompliance notes for audits, IP PINs, address changes, and disallowed claims\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"1659\" data-end=\"1847\"\u003e\n\u003cp data-start=\"1661\" data-end=\"1698\"\u003eClear documentation language showing:\u003c\/p\u003e\n\u003cul data-start=\"1701\" data-end=\"1847\"\u003e\n\u003cli data-start=\"1701\" data-end=\"1729\"\u003e\n\u003cp data-start=\"1703\" data-end=\"1729\"\u003eWhat the client provided\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"1732\" data-end=\"1762\"\u003e\n\u003cp data-start=\"1734\" data-end=\"1762\"\u003eWhat the preparer verified\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"1765\" data-end=\"1803\"\u003e\n\u003cp data-start=\"1767\" data-end=\"1803\"\u003eWhy claims were approved or denied\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"1806\" data-end=\"1847\"\u003e\n\u003cp data-start=\"1808\" data-end=\"1847\"\u003eHow refund preferences were confirmed\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"1848\" data-end=\"1922\"\u003e\n\u003cp data-start=\"1850\" data-end=\"1922\"\u003ePlug-and-play wording you can adapt to your tax software and workflows\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp data-start=\"1924\" data-end=\"2066\"\u003eThis is not generic filler text, these are \u003cstrong data-start=\"1968\" data-end=\"2008\"\u003erealistic, audit-ready note examples\u003c\/strong\u003e designed to support professional judgment and compliance.\u003c\/p\u003e\n\u003ch3 data-start=\"2073\" data-end=\"2100\"\u003eWho This Is For\u003c\/h3\u003e\n\u003cul data-start=\"2101\" data-end=\"2362\"\u003e\n\u003cli data-start=\"2101\" data-end=\"2162\"\u003e\n\u003cp data-start=\"2103\" data-end=\"2162\"\u003eTax preparers who want stronger client file documentation\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"2163\" data-end=\"2219\"\u003e\n\u003cp data-start=\"2165\" data-end=\"2219\"\u003eFirm owners building consistent compliance standards\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"2220\" data-end=\"2288\"\u003e\n\u003cp data-start=\"2222\" data-end=\"2288\"\u003eService bureaus training preparers on due diligence expectations\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"2289\" data-end=\"2362\"\u003e\n\u003cp data-start=\"2291\" data-end=\"2362\"\u003eProfessionals looking to protect their EFIN, reputation, and business\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp data-start=\"2364\" data-end=\"2505\"\u003eIf you prepare returns involving dependents, refundable credits, or complex filing statuses, this library belongs in your compliance toolkit.\u003c\/p\u003e\n\u003ch3 data-start=\"2512\" data-end=\"2532\"\u003e License \u0026amp; Use\u003c\/h3\u003e\n\u003cp data-start=\"2533\" data-end=\"2696\"\u003eThis product includes a \u003cstrong data-start=\"2557\" data-end=\"2580\"\u003esingle-user license\u003c\/strong\u003e for use within your own tax practice.\u003cbr data-start=\"2618\" data-end=\"2621\"\u003eSharing, reselling, or redistributing this material is strictly prohibited.\u003c\/p\u003e\n\u003ch3 data-start=\"2703\" data-end=\"2718\"\u003e Delivery\u003c\/h3\u003e\n\u003cp data-start=\"2719\" data-end=\"2839\"\u003eThis is a \u003cstrong data-start=\"2729\" data-end=\"2749\"\u003edigital download\u003c\/strong\u003e.\u003cbr data-start=\"2750\" data-end=\"2753\"\u003eYou will receive immediate access after purchase. No physical product will be shipped.\u003c\/p\u003e\n\u003ch3 data-start=\"2846\" data-end=\"2873\"\u003e Important Disclaimer\u003c\/h3\u003e\n\u003cp data-start=\"2874\" data-end=\"3149\"\u003eThis resource is provided for educational and training purposes only and does not constitute tax or legal advice. Each tax professional remains responsible for independently verifying taxpayer information and ensuring compliance with all applicable IRS rules and regulations.\u003c\/p\u003e\n\u003ch3 data-start=\"3156\" data-end=\"3176\"\u003eWhy This Matters\u003c\/h3\u003e\n\u003cp data-start=\"3177\" data-end=\"3259\"\u003eStrong due diligence notes don’t just protect your clients, \u003cstrong data-start=\"3238\" data-end=\"3258\"\u003ethey protect you\u003c\/strong\u003e.\u003c\/p\u003e\n\u003cp data-start=\"3261\" data-end=\"3440\"\u003eThe \u003cstrong data-start=\"3265\" data-end=\"3304\"\u003eMaster Due Diligence Notes™ Library\u003c\/strong\u003e helps you document with confidence, consistency, and professionalism, the standard taught inside \u003cstrong data-start=\"3403\" data-end=\"3439\"\u003eHER Tax Industry Growth Academy™\u003c\/strong\u003e.\u003c\/p\u003e","brand":"HER Tax Industry Growth Academy","offers":[{"title":"Default Title","offer_id":44166927679581,"sku":null,"price":19.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0722\/7775\/3949\/files\/DueDilNotes.png?v=1769864674","url":"https:\/\/herstrategygrowth.com\/products\/due-diligence-mastery-notes","provider":"HER Tax Industry Growth Academy","version":"1.0","type":"link"}