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.

Situation QuizFree kit