2026 Due Diligence Notes for Tax Professionals to Avoid Fines (Head of Household, Dependents, Self-Employment)

Stay audit-ready and compliant with this professional Due Diligence Notes Template. Perfect for tax preparers documenting client interviews for Head of Household, dependents, self-employment income, and identity verification.

Includes:

• Interview date tracking

• Filing status justification

• Dependent verification details

• Income & employment summary

• Self-employment documentation checklist

• Additional compliance notes

File Type: PDF (Printable and Digital Use)