Intake and Interview Process — Social Security Benefits

Use Form 13614-C, Intake/Interview & Quality Review Sheet to engage your taxpayer in preparing an accurate return. To assure quality and accuracy on each return, use the intake and interview sheet as a starting point for a comprehensive interaction with the taxpayer, in combination with all the source documents provided by the taxpayer.

Confirm each item on the intake and interview sheet to make sure you and the taxpayer have considered all the necessary information. Ensure that all questions and issues have been addressed. If items are incorrect or incomplete, revisit the issue and make corrections to the return, as needed.

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