Free download
The Tax Credit Readiness Kit
Pulls together a documentation checklist by credit type, a worksheet for tracking what you've gathered, and the questions worth asking before you assume you do or don't qualify.
- A documentation checklist for common credits — EITC, child, education, energy
- A worksheet for tracking what you've gathered and confirmed for each credit
- Questions to ask before assuming eligibility either way
- Official IRS sources for eligibility, forms and current-year figures
No payment, no account, no waiting for an email — the PDF downloads the moment you submit.