Summary

Concluding the interview properly ensures that taxpayers have a complete record of the return, understands what will happen next, and knows how to get answers to questions that come up later. If you handle the interview well, it can help taxpayers develop a more positive attitude toward the tax experience, which can foster greater accuracy in returns and timeliness in filing.

You should know how to complete and assemble the tax return and how to end the interview. Taxpayers should leave with instructions on:

• What information/documentation the site is maintaining
• Which tax records the taxpayer should keep
• The additional action the taxpayer needs to take and the timeline for such action, such as when the return is put on extension

To close this lesson, click the Exit button in the upper right corner. This will take you back to the course menu.