Intake and Interview Process

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 the taxpayer have considered all the necessary information. 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.

To help determine the taxpayer's correct standard deduction, and to ensure accurate reporting of the standard and itemized deductions, use the appropriate charts and interview tips found in the Volunteer Resource Guide (Tab F).