Intake and Interview Form
Purpose of the Intake and Interview Form
The Intake and Interview Form sets the tone for the tax preparation process; after reviewing the Intake and Interview Form with the taxpayer, you should have all of the information you need to complete the return. The IRS requires that all VITA sites utilize the IRS Intake Form 13614-C along with an effective interview for every return prepared at the site.
Why is the I/I Form Imporant?
Ensures the client has all of their necessary documents with them
Ensures the client is within the scope of the VITA program
Identifies Certifcation Level
Identifies the certification level needed to prepare a return
Verifies Certification Level
Ensures volunteers have the certification needed for the returns they prepare
All VITA Volunteers MUST use Form 13614-C and conduct a thorough interview for EVERY return prepared at the site. This is a requirement by the IRS, and we should take great care to ensure an I/I form is completed for every return. Reviews conducted by the IRS during the 2018 filing season indicated that 100% of returns prepared with a complete Intake/Interview and Quality Review Process were accurate. By comparison only 77% of returns prepared using an incorrect or incomplete Intake/Interview and Quality Review Process were accurate. While these procedures may not seem as difficult as preparing a return, they are an equally important process in ensuring we prepare an accurate return for our clients.