Internal Revenue Service United States Department of the Treasury
Level Basic Advanced Military International



Intake/Interview Process (continued)

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

After you have collected all the income statements, review the pages on Taxwise Entries and How/Where to Enter Income in the Volunteer Resource Guide, Income tab. These pages will show you where to report income items.

Part III, Income, of the intake and interview sheet.