Final Steps

When taxpayers are ready to leave the site, show as much concern and interest as you did at the start of your time together:

• Ask taxpayers, "Do you have any questions before you leave?"
• If the taxpayer is expecting a refund, provide instructions about how to check on the refund status at the irs.gov website, Where's My Refund?
• If the taxpayer has a balance due on the current or prior year return, provide information about various payment options and due dates.
• Advise taxpayers how to get answers to questions that may come up later.
• Encourage taxpayers to consider volunteering if they seem interested in learning more about tax preparation. Provide them with contact information or take their contact information, depending on your site's procedures.
• Ensure that you have the contact information needed to reach the taxpayers in case there are any problems with the e-filing of the return.
• Thank the taxpayers for using the service.
• Remind the taxpayers to take all of their tax records with them.