Reviewing Form 13614-C
Once taxpayers have completed the intake and interview sheet to the best of their ability, you will need to review the intake and interview sheet carefully with the taxpayers to ensure that all questions in Section A have been addressed and answered correctly. As you are reviewing Section A with the taxpayer, you should:
- Use probing questions to confirm the accuracy of the taxpayers' responses.
- Correct or update the intake and interview sheet if missing information or an error is identified. The suggested method of correction is to circle the error and make the correction. You may put additional notes on Page 4.
- Provide clarification and assist the taxpayers with all questions that have been marked "Unsure." Questions marked "Unsure" must be changed to a "Yes" or "No" response.
- Assist the taxpayers with completing the intake and interview sheet if needed. A line-by-line job aid is available to assist you with completing Form 13614-C.