Intake/Interview Process

Remember to use the interview techniques and tools discussed in the Screening and Interviewing lesson when determining who must file. Use Form 13614-C, Intake/Interview & Quality Review Sheet to engage your taxpayer in preparing an accurate return. Use the intake and interview sheet as a starting point for a comprehensive interaction with the taxpayer in combination with all the source documents provided by the taxpayer to ensure quality and accuracy on each return.

Confirm each item on the intake and interview sheet to make sure you and your customer have considered all the necessary information to ensure all questions and issues have been addressed. If items are incorrect or incomplete, revisit the issue and make corrections to the return, as needed.