Intake/Interview & Quality Review Sheet

To determine if taxpayers must or should file a return, you need to know their age, income, and filing status. Use the following information entered on the Intake/Interview & Quality Review Sheet:

• Taxpayer's date of birth
• Income questions
• Marital status
• Whether the taxpayer can be claimed as a dependent on someone else's tax return
• Taxpayer's potential dependents

Confirm all items on the intake and interview sheet.