Intake and Interview Process
Use Form 13614-C, Intake/Interview & Quality Review Sheet to engage your taxpayer in preparing an accurate return. To assure quality and accuracy on each 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.
Confirm each item on the intake and interview sheet to make sure you and the taxpayer have considered all the necessary information. Ensure that all questions and issues have been addressed. If items are incorrect or incomplete, revisit the issue and make corrections to the return, as needed.
To ensure accurate reporting of income, verify that the taxpayer's wages are accurate and that all income from Form(s) W-2 and other income documents, such as Form(s) 1099, have been included. Confirm that all income received by the taxpayer has been discussed and shown on the return, if required.