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Identifying and entering the correct number of exemptions is a critical component of completing the taxpayer's return. A taxpayer can claim one exemption for each qualified dependent on their return, thereby reducing their taxable income.

To determine a taxpayer's exemptions, use the interview techniques and tools discussed in the Screening and Interviewing lesson. Ask probing questions based on the interview tips in the Volunteer Resource Guide (Tab C) and Form 13614-C, Intake/Interview & Quality Review Sheet. Record the results of your interview on the intake and interview sheet; this will be the basis for your entries in the tax software.

Click here to review Form 13614-C, the Intake/Interview & Quality Review Sheet.