IRS Form 13614-C "Intake/Interview & Quality Review Sheet" - TemplateRoller 2025

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Form 13614-C is an Intake/Interview & Quality Review Sheet used by the IRS for tax preparation assistance. It requires taxpayers to provide personal information, tax documents, and details about their income and expenses. The form emphasizes the importance of accurate information and includes sections on marital status, household information, income sources, expenses, and life events. Additionally, it includes a consent form (Form 15080) for disclosing tax return information to VITA/TCE tax preparation sites, allowing for easier data transfer in future filings.

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Begin with Part I, entering your personal information. Fill in your first name, middle initial, last name, and best contact number. Repeat for your spouse if applicable.
Complete your mailing address and dates of birth for both you and your spouse. Indicate if anyone can claim you or your spouse as a dependent.
Move to Part II to specify your marital status as of December 31, 2022. List names of individuals who lived with you or whom you supported but did not live with you.
In Part III, check all applicable income sources received last year, including wages, self-employment income, and any other relevant categories.
Proceed to Part IV to indicate any expenses paid last year such as alimony or educational costs.
Finally, review all sections for accuracy. Once completed, you can print, download, or share the form directly from our platform.

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What is the intake interview and quality review form used for?

Step 4: Provide the taxpayer Form 13614-C, Intake/Interview and Quality Review Sheet or Form 13614-NR, Nonresident Alien Intake and Interview Sheet. Form 13614-C, is a tool designed to assist IRS-tax law certified volunteers ask questions to obtain the information needed to prepare an accurate tax return.

What is the IRS quality review?

The quality review helps ensure that the tax return has been completed accurately, based on the intake and interview sheet and supporting documents provided by the taxpayer. All sites must use Form 13614-C, Intake/Interview Quality Review Sheet, Section C, to conduct quality reviews.

How to verify taxpayer information by auditing form 13614-C?

Form 13614-C Quality Review Verify name, address and SSN match Form 1040 (Form 13614-C does not show SSN) Use photo ID to verify taxpayers identity. Use social security cards or ITIN letter to verify name and SSN/ITIN on the return. Verify date of birth and phone numbers.

Who fills out form 13614-C?

All sites are required to use Form 13614-C, Intake/Interview Quality Review Sheet, for every tax return prepared by an IRS tax law-certified volunteer. All volunteers (coordinators, certified volunteer preparers, quality reviewers, greeters, screeners, client facilitators, etc.)

Who all are required to file form 10iea?

Form 10-IEA is a declaration made by the return filers for choosing the Opting Out of New Tax Regime. An Individual, HUF, AOP (not being co-operative societies), BOI or Artificial Juridical Person with business or professional income must submit Form 10-IEA if they wish to pay income tax as per the old tax regime.

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Who fills out a schedule C form?

Use Schedule C (Form 1040) to report income or loss from a business you operated or a profession you practiced as a sole proprietor. An activity qualifies as a business if: Your primary purpose for engaging in the activity is for income or profit. You are involved in the activity with continuity and regularity.

Is form 13614-C required?

Were talking about the tax preparation process. Quality Site Requirement #2 states it is mandatory that Form 13614-C is completed for each tax return prepared. Every tax return prepared must include intake, interview, and quality review.