Lesson Objectives

After completing this lesson, using your resource materials, you will be able to:

• Explain how Form 13614-C, Intake/Interview & Quality Review Sheet should be completed
• Conduct an effective interview with the taxpayer to confirm and correct information on Form 13614-C
• Locate tools that will assist you in Publication 4012, Volunteer Resource Guide
• Use various communication techniques to probe and secure information you need to prepare a complete and accurate return, such as:
  • Building rapport
  • Asking effective questions
  • Using active listening
  • Overcoming communication barriers

Estimated time to complete: 45 minutes