Intake/Interview & Quality Review Sheet

The intake and interview sheet provides a line to list income from rental property but does not provide a place to list income from Schedules K-1. It is important to ensure that all income is accurately reported on the return. Ask taxpayers if they rented out their home or other property during the tax year or if they received a Schedule K-1 (Form 1041, Form 1065, or Form 1120S) from an estate, trust, partnership, or S corporation.