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:

• If tax preparation cannot be provided:
  • Return Form 13614-C to the taxpayer, consult the Site Coordinator on proper procedures used at the site, or
  • Provide guidance for obtaining missing documentation if the taxpayer qualifies for VITA/TCE services but did not bring all necessary documents
• If tax preparation will be provided:
  • Prepare the return and conduct a quality review using Form 13614-C, Section C once it is completed
  • Refer to Lesson 31, Quality Review of a Tax Return, for more details

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.