Completing the Interview
Based on what you have learned from the taxpayers' Form 13614-C and from the interview, one of the following will be your next step:
After the quality review, return Form 13614-C to the taxpayers along with a copy of their return(s) or it can be retained until the return has been accepted. For guidance on proper procedures, consult the Site Coordinator.
To further assist you with conducting an intake and interview process, and to practice what you will learn throughout this training, refer to our taxpayer, Vanessa Franklin, located in Appendix A.