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

Screening and Interviewing

Interview Techniques

Types of Interview Techniques

As you use the intake and interview tools, be sure to put the taxpayer at ease and keep communication open by:

  • Building rapport with the taxpayer
  • Using "active listening"
  • Asking effective questions
  • Overcoming communication barriers

Click here to view The Five-Step Interview Process, which can also be found in the front and back section of the Volunteer Resource Guide.

Top of Interview Steps Tip: The Five-step Interview Process.
Interview Tips: The Five-Step Interview Process

Interview Tips: The Five-Step Interview Process