Intake/Interview & Quality Review Sheet

If a taxpayer requests your help in filing an amended return, first review the original return to determine if the amendments are within the scope of VITA/TCE. Examine the return carefully, looking for obvious errors. Then ask the taxpayer to identify and explain the errors. Try to determine if the original return is, in fact, in error.

Review the Intake/Interview & Quality Review Sheet and ask probing questions, using the interview techniques and tools discussed in the Volunteer Resource Guide. A current year Form 13614-C must be prepared for each prior year return and will be used to determine the scope and certification level of each return.

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