Internal Revenue Service United States Department of the Treasury
Level Basic Intermediate Advanced Military International

Screening and Interviewing

Intake and Interview Process

Resources

The most important element of volunteer service is preparing accurate tax returns. All certified volunteer tax preparers participating in the VITA/TCE programs must use Form 13614-C for every return.

Other resource tools available to you include:

  • A line-by-line job aid using the intake and interview sheet is located in the front and back section of Publication 4012.
  • Publication 4012 includes decision trees, interview tips, and other information to gather, clarify, and verify the taxpayer's information on the intake sheet.
  • Publication 17, Your Federal Income Tax for Individuals offers detailed explanations on tax-related topics and should be used in conjunction with Publication 4012 to prepare a high-quality return.
More Information

You can access these and other IRS forms and publications by clicking the References button at the top of the screen.

Collage: top of Form 13614-C and cover of Publication 4012.