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

Concluding the Interview

Closing the Contact

Final Steps

When taxpayers are ready to leave the site, show as much concern and interest as you did at the start of your time together:

  • Ask taxpayers, "Do you have any questions before you leave?"
  • Advise taxpayers how to get answers to questions that may come up later.
  • Advise taxpayers to use the website Where’s My Refund on to check the status on their refund
  • If the taxpayer has a balance due on the current or prior year return, provide information about various payment options.
  • Encourage taxpayers to consider volunteering if they seem interested in learning more about tax preparation. Provide them with contact information or take their contact information, depending on your site's procedures.
  • Ensure that you have the contact information needed to reach the taxpayers in case there are any problems with the e-filing of the return.
  • Thank the taxpayers for using the service.
Volunteer at computer.