Form 13614-C, Intake/Interview & Quality Review Sheet

Upon arriving at the site, taxpayers will be given Form 13614-C for completion. You will review this intake/interview sheet to determine the taxpayer's program eligibility and the level of VITA/TCE certification required to prepare the return. In addition, this form will help you ask the right questions to obtain all the information needed to prepare an accurate tax return.

Taxpayers should be asked to complete Form 13614-C, Section A, thoroughly. This section asks for information about:

• the taxpayers and other individuals they would like to claim on the return
• income the taxpayer received
• expenses paid
• life events