Intake/Interview & Quality Review Sheet

Taxpayers may be entitled to a refund or owe tax. In either case, they have several choices on how to get their refund or pay the amount they owe. It is important that volunteers are familiar with those choices to better help taxpayers understand their refund and payment options. This is especially true because of the increase in the number of taxpayers coming in to VITA/TCE sites who owe tax for the first time and need guidance.

To complete the Refund and Amount You Owe sections of the return, first confirm the taxpayer's answers provided on the Intake/Interview & Quality Review Sheet, regarding direct deposit or direct debit.

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