F8867 Due Diligence Questionnaire

[MAMalody]

Has anybody put together or have a questionnaire that goes over all the stuff on the Form 8867 that you have your clients sign off on?  If so, would you be willing to help me NOT reinvent the wheel and provide a copy or send me a copy ([email protected])?  Thanks for your consideration of this.

[Possi]

I have them sign the bottom of the actual 8867, both pages, and keep it in their file.

[MAMalody]

I have done what you have for the last couple of years.  My problem is my entire client base in handled through the Internet.  I do no office appointments, therefor much of the docs/conversation the IRS wants verified I don't actually do.  I have known most of these folks for years and know their situations.