Webinars for tax practitioners

• Steering clear of mistakes- A review of refundable credits eligibility rules
• The ABCs of due diligence
• Document Upload Tool
• New features for Tax Pros: do business faster and easier with IRS online

Steering clear of mistakes- A review of refundable credits eligibility rules

This free webinar will:

• Review the tax year 2024 eligibility rules for:
  • Earned Income Tax Credit (EITC)
  • Child Tax Credit/Additional Child Tax Credit/Credit for Other Dependents (CTC/ACTC/ODC)
  • American Opportunity Tax Credit (AOTC)
• Review the top filing errors when claiming these credits
• Discuss the Premium Tax Credit
• Share IRS’s online refundable credits resources and other educational tools for tax professional
• Plus, a live Q & A

Certificates of completion are being offered. Tax Professionals: Earn up to 1 CE credit.
Category: Federal Tax.
Closed captioning will be offered.
Sponsored by: IRS Stakeholder Liaison

Date: Jan. 16, 2025
Time: 2 p.m. (Eastern); 1 p.m. (Central); 12 p.m. (Arizona and Mountain); 11 a.m. (Pacific), 9 a.m. (Hawaii-Aleutian)
Registration: To register for this event, visit the Internal Revenue Service webinar registration website. Questions? Email us at: cl.sl.web.conference.team@irs.gov

The ABCs of due diligence

This free webinar for tax professionals will discuss:

• Paid preparer due diligence requirements for tax year 2024 returns claiming the:
  • Earned Income Tax Credit (EITC)
  • Child Tax Credit (CTC)/Additional Child Tax Credit (ACTC)/Credit for Other Dependents (ODC)
  • American Opportunity Tax Credit (AOTC)
  • Head of Household (HOH) filing status
• Consequences of not meeting your due diligence requirements
• Frequently asked due diligence questions and answers
• IRS initiatives and ongoing efforts to help tax professionals including:
• EITC Awareness Day
  • Tax Professional Awareness Week
  • Webinars training modules and videos
  • IRS Document Upload Tool
• Online resources @ IRS.gov in the Tax Preparer Toolkit on EITC Central
• Plus, a live Q & A

Certificates of completion are being offered. Tax Professionals: Earn up to 1 CE credit.  Category: Federal Tax.
Closed captioning will be offered.
Sponsored by: IRS Stakeholder Liaison

Date: Jan. 14, 2025
Time: 2 p.m. (Eastern); 1 p.m. (Central); 12 p.m. (Arizona and Mountain); 11 a.m. (Pacific), 9 a.m. (Hawaii-Aleutian)
Registration: To register for this event, visit the Internal Revenue Service webinar registration website. Questions? Email us at:  cl.sl.web.conference.team@irs.gov.

Document Upload Tool

This free webinar will allow you to:

• Get to know Digitalization work at the IRS and its impacts
• Understand the Document Upload Tool and its benefits
• See how the Document Upload Tool works for you
• Plus, a live Q & A

Certificates of completion are being offered. Tax Professionals: Earn up to 1 CE credit. Category: Federal Tax.
Closed captioning will be offered.
Sponsored by: IRS Stakeholder Liaison

Date: Jan. 21, 2025
Time: 2 p.m. (Eastern); 1 p.m. (Central); 12 p.m. (Arizona and Mountain); 11 a.m. (Pacific), 9 a.m. (Hawaii-Aleutian)
Registration: To register for this event, visit the Internal Revenue Service webinar registration website. Questions? Email us at: cl.sl.web.conference.team@irs.gov

New features for Tax Pros: do business faster and easier with IRS online

We heard you. We have designed important new features in IRS online accounts to help transform your digital experience with the IRS. Learn more about what you can do online with the IRS now, and what's coming soon! This free webinar is open to all.

After participating in this session, attendees should be able to:

• Access Tax Pro Account and view clients' tax information, manage active authorizations, and submit Powers of Attorney or Tax Information Authorizations
• Understand the difference between Tax Pro Account and submit Forms 2848 & 8821 online
• Access Online Account for Individuals, assist clients to approve authorizations, leverage features such as making payments, viewing balance and tax records
• Access Business Tax Account to manage a business, tax liabilities, access tax records, and facilitate payments
• Understand how upcoming features and changes in IRS online accounts will impact tax management practices
• Plus, a live Q & A

Certificates of completion are being offered. Tax Professionals: Earn up to 2 CE credits.
Category: Federal Tax.
Closed captioning will be offered.
Sponsored by: IRS Stakeholder Liaison

Date: Jan. 23, 2025
Time: 2 p.m. (Eastern); 1 p.m. (Central); 12 p.m. (Arizona and Mountain); 11 a.m. (Pacific), 9 a.m. (Hawaii-Aleutian)
Registration: To register for this event, visit the Internal Revenue Service webinar registration website. Questions? Email us at: cl.sl.web.conference.team@irs.gov.