EITC
Earned Income Tax Credit
Qualifying child tests, income limits, and the documentation that survives scrutiny.
For paid tax preparersCredits & Filing
Credits & Filing
Status Explained
A tax professional's #1 defense against IRS fines and penalties. Your complete guide to EITC, CTC, AOTC and Head of Household — built to strengthen compliance and designed to defend your practice.
54
Pages of guidance
4
Credits & statuses
6
Desk checklists
Watch the 17-second overview
Four benefits. Four different rulebooks.
Relationship, age, residency, support, marital status and household tests all shift depending on the benefit claimed. Qualifying for one never guarantees another.
CTC / ACTC
Child & Additional Child Tax Credit
How CTC qualifying-child rules diverge from EITC — and where preparers slip.
AOTC
American Opportunity Credit
Eligible institutions, qualified expenses, and the four-year limitation in practice.
HOH
Head of Household
Maintaining a household, considered-unmarried rules, and shared-custody reality.
What's inside the toolkit
Software calculates a return from the answers you select. This toolkit makes sure those answers are right — so your decisions are accurate, compliant and defensible.
Detailed explanations
Plain-language walkthroughs of each credit and filing status, rule by rule.
Due diligence checklists
Quick-reference checklists for EITC, CTC/ACTC, AOTC and HOH you can work from at the desk.
Master comparison
Side-by-side rule tables for when the rules don't always match across benefits.
High-risk scenarios
Common errors, conflicting claims, and the follow-up questions to ask before filing.
Documentation standards
What to request, what to retain, and how to support every position you take.
Office-wide consistency
One shared reference so similar taxpayers get consistent treatment from every preparer.
Pricing
Choose your format
Take the toolkit, the course, or bundle both and save $100.
Digital + print-ready toolkit
The Toolkit
54-page Credits & Filing Status Explained guide with every checklist and desk reference.
$299
- Full 54-page toolkit
- All quick-reference checklists
- Master desk reference
- 2 Months VIP Membership ($98 Value)
- Lifetime access to updates
Best value — save $100
Toolkit + Course Bundle
Everything in the toolkit plus the full training course for your entire prep season.
$499$599
- Everything in the toolkit
- Full Atlas Academy video course
- 5 Staff training licenses included
- Scenario walkthroughs & checkpoints
- 2 Months VIP Membership ($98 Value)
- Priority access to new modules
Self-paced video training
The Course
Guided video modules that walk preparers through eligibility decisions step by step.
$299
- On-demand video masterclass
- 5 Staff seats for team training
- Scenario walkthroughs & checks
- Verified Certificate of Completion
- 2 Months VIP Membership ($98 Value)
Better knowledge leads to better questions.
Better questions lead to better decisions — and better decisions lead to accurate, compliant and defensible tax returns.
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