Compliance So Good, It Feels Like Cheating.
The Problem: IRS Form 8867 is the minefield of the tax industry. One wrong checkbox, one missing question, or one “unreasonable” answer can cost you $600+ per credit in penalties. You are doing the mental gymnastics for every single client—HOH, EITC, CTC, AOTC—hoping you didn’t miss a step.
The Solution: Enter the TaxRilla Due Diligence Wizard.
This isn’t just a checklist; it is an interactive interrogation shield. We took the complex logic of IRS due diligence and turned it into a seamless, step-by-step interview flow. You don’t “fill out a form”—you follow a path.
How It Works:
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Select Your Credits: Choose what the client is claiming (HOH, EITC, etc.).
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Run the Gauntlet: The Wizard serves up the exact mandatory questions required by tax law—no more, no less.
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Logic-Check Answers: If a client gives a shaky answer, the system flags it. It forces you to ask the hard follow-up questions now, not when the auditor is knocking.
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Instant Sync: Hit submit, and the system generates a timestamped, audit-proof record and pushes it directly into the client’s file in TaxRilla.
Why It’s Legendary:
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🧠 Brain-Off Compliance: Stop memorizing the tie-breaker rules. The Wizard knows them for you.
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🛡️ Audit Defense Built-In: It auto-writes your “Preparer Notes.” While other pros are scrambling to write affidavits 2 years later, you have a timestamped log of exactly what the client said on filing day.
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⚡ Speed: Complete a full 8867 interview in under 3 minutes.
Stop playing roulette with your PTIN. Activate the Wizard.
This includes: Funnel Page, Custom Value, and 1 workflow. Setup guide provided.
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