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