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:
Helpful interview techniques are:
When assisting taxpayers, safeguard the confidential information they share with you.