Intake and Interview Process — Additional Child Tax Credit

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.

To ensure accurate reporting of the child tax credit, verify that the child is a qualifying child of the taxpayer and that the birth date of the child is correct.

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