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

Concluding the Interview

Summary

Summary

Concluding the interview properly ensures that taxpayers have a complete record of the return, understands what will happen next, and knows how to get answers to questions that come up later. If you handle the interview well, it can help taxpayers develop a more positive attitude toward the tax experience, which can foster greater accuracy in returns and timeliness in filing.

You should know how to assemble the tax packet and how to end the interview. Taxpayers should leave with instructions on:

  • What information/documentation the site is maintaining
  • Which documents the taxpayer should keep
  • When (approximately) to expect the refund
  • How to avoid having a balance due in the future

To close this lesson, click the Exit button in the upper right corner. This will take you back to the course menu.