Intake/Interview & Quality Review Sheet

To prepare an accurate return, you must understand the importance of all the information taxpayers provide during the intake and interview process, which includes their completed Form 13614-C and supporting documentation. All tax preparers, Quality Reviewers, instructors, and Site Coordinators must pass the Intake/Interview and Quality Review test.

The Intake/Interview and Quality Review Training (Publication 5101) can be found on VITA/TCE Central.

Form 6744, VITA/TCE Volunteer Assistor's Test/Retest, contains the Intake/Interview and Quality Review test.