In this lesson, you will receive insights and information for concluding your interview with the taxpayer.
Using the interview techniques and tools discussed in the Screening and Interviewing lesson, such as active listening and building rapport, share the following with taxpayers:
These are important tasks to accomplish after the tax return is completed, quality reviewed, and ready to be filed. The way you conclude the interview can impact taxpayers' attitudes toward their experience as taxpayers and their satisfaction with the volunteer tax return assistance program. It can also make next year's tax preparation easier for taxpayers and the volunteers who assist them.