Intake/Interview & Quality Review Sheet

It is important to ensure that service members take advantage of deductions to which they are entitled. The intake and interview sheet does not list military employee business expenses; you must ask the taxpayer probing questions that identify unreimbursed military work-related expenses.

Review the intake and interview sheet and use the interview techniques and tools discussed in the Volunteer Resource Guide. Add any pertinent notes to the intake and interview sheet.

Click here to review Form 13614-C, the Intake/Interview & Quality Review Sheet.