Summary

Knowledge of tax law, along with interview skills, is required to identify taxpayers who qualify for volunteer return preparation assistance and to conduct effective probing interviews. Good interview techniques, combined with Form 13614-C, Intake/Interview & Quality Review Sheet, make the interview more effective and comfortable for you and the taxpayer. Remember, establishing rapport and educating taxpayers produce accurate returns.

Having the ability to communicate with all types of people, knowing where and how to get "the right answer," understanding and applying tax law, and preparing accurate returns are the skills you will need to be a successful volunteer.

Necessary tools are:

• Form 13614-C, Intake/Interview & Quality Review Sheet
• Publication 4012, Volunteer Resource Guide
• Publication 17, Your Federal income Tax for Individuals

Helpful interview techniques are:

• Building rapport
• Asking effective questions
• Using active listening skills
• Overcoming communication barriers

When assisting taxpayers, safeguard the confidential information they share with you.