Eligibility Screening

In addition to providing thorough information for you to be able to complete a tax return, a completed Form 13614-C, along with the taxpayer's supporting documents, will assist you in determining if the taxpayer falls within the scope of the VITA/TCE program and your level of certification. If the return does not fall within the scope of the program or within your certification level, you should:

• Advise the taxpayers that their return is outside the scope of your training and seek assistance from your Site Coordinator. If there is another volunteer available who has the appropriate certification, that volunteer may resume the interview, or
• Explain courteously that volunteer services are limited to those who fall within the scope of the program.
• Encourage the taxpayers to use the information they recorded on the intake and interview sheet when working with a professional tax preparer.
• Thank the taxpayers for coming and express regret that you cannot assist them.

Refer taxpayers with returns that are out of scope for the VITA/TCE Programs to a professional tax preparer.