Form 13614-C & Quality Review

It may help to compare the sections of the intake and interview sheet to sections of the tax return. Start with the intake and interview sheet, Part I, Your Personal Information:

• Verify name, address and SSN match Form 1040 (Form 13614-C does not show SSN)
• Use photo ID to verify taxpayer's identity
• Use social security cards or ITIN letter to verify name and SSN/ITIN on the return
• Verify date of birth and phone numbers