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

Concluding the Interview

Printing and Storing Returns

Print the Taxpayer's Copy

Volunteer tax assistance sites use tax software to create and e-file tax returns. All taxpayers must receive a complete copy of their return before leaving. Follow the steps in Publication 4012, Finishing the Return tab, to prepare the packet. In general:

  1. Use the tax software to print the entire return, including all forms, schedules, and attachments
  2. Make sure the taxpayer names and social security numbers are legible on every sheet
  3. Assemble the packet:
    • Start with Form 1040
    • Place each form, schedule, and attachment in numeric order, based on the sequence number shown in the upper right corner of the form
  4. Show the taxpayers the printed copy of the tax return, verifying once more the name, SSN, ITIN, address, filing status, dependents, income, expenses, deductions, credits, payments, and finally, tax refund or balance due
Tops of Form 1040 Schedules, with attachment sequence numbers highlighted.