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  • Form 13614 (rev. 9-2004). Tax Preparation Information Sheet - Grsource

Get Form 13614 (rev. 9-2004). Tax Preparation Information Sheet - Grsource

VOLUNTEER RETURN PREPARATION PROGRAM CRITICAL INTAKE DATA Instructions: These questions must be asked of each taxpayer and documented on Page 2 of this form or on a partner developed form. TAXPAYER.

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All sites must use Form 13614-C, Intake/Interview & Quality Review Sheet, for every tax return prepared by an IRS-certified volunteer. Form 13614-C guides the IRS-certified volunteer preparer through the interview with the taxpayer and allows them to gather all necessary information for accurate return preparation.

Use Form 13614-C, Intake and Interview Sheet to engage your taxpayer in preparing an accurate return.

A tax client intake form allows a tax preparer, accountant, or bookkeeper to gather information on a prospective client before they start filing their return. This intake form asks for the client's personal, occupational, and tax information so the preparer can decide whether they can file their tax returns.

Printed versions of the English and Spanish forms can be ordered from SPEC. Always use Form 13614-C. There are no exceptions!

For example: You do not need to see proof of a taxpayer's cash contribution to a charity if you feel comfortable that this information is not unusual or questionable. Remember, if you are not comfortable with the information provided by a taxpayer, you are not obligated to prepare the tax return.

Global Carry Forward of data allows TaxSlayer LLC, the provider of the VITA/TCE tax software, to make your tax return information available to ANY volunteer site participating in the IRS's VITA/TCE program that you select to prepare a tax return in the next filing season.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232