Screen CA3596 - California Paid Preparer's EITC Checklist (1040)

Overview

Use this screen to complete Form 3596, Paid Preparer’s California Earned Income Tax Credit Checklist when taxpayer claims Earned Income Credit on Form 3514.

Due Diligence Requirements

Use this section to complete Form 3596, Part IV - Due Diligence Requirements. If a question in this section appears on federal Form 8867 or the 8867 Screen, information transfers to the corresponding field in this section.

Paid Preparer Information

Paid Preparer information reported on Form 3596, Part I defaults to the information in Setup, Office Configuration, and then Preparers based on the paid preparer attached to the return. If the EIC paid preparer is not the same individual as the signing preparer on Form 540/540NR, use this section to complete the applicable information.
Complete all fields in this section or leave all fields blank.
A custom fieldview is attached to the
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