With the announcement of the Child Tax Credit advance payments, we felt the need to add an additional client listing report and excel export option. This is to aid you in your communication efforts with your clients and offer applicable notifications and advice.

The IRS is sending some letters to taxpayers with additional information and has set up www.irs.gov/childtaxcredit2021 that offers more details and the ability to opt out. This webpage also has tools for non-filers to enter their information.

Read more