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Purpose of form. Use Form 4506-C to request tax return information through an authorized IVES participant. You will designate an IVES participant to receive the information on line 5a. Note: If you are unsure of which type of transcript you need, check with the party requesting your tax information.
Form 13614-C, Intake/Interview and Quality Review Sheet, is a tool designed to help ensure taxpayers are given the opportunity to provide all needed information before their tax return is prepared. When used properly, this form effectively contributes to accurate tax return preparation.
The IRS Income Verification Express Service (IVES) lets taxpayers authorize mortgage lenders, banks and others to request their tax return or wage transcripts for income verification. The IRS provides tax records to a third party only with the consent of the taxpayer.
Volunteer tax return preparers must be certified to prepare taxes and perform quality reviews of returns. Students must pass the applicable course testBasic, Advanced, Military, or International in order to perform these duties.
Form 13614-C, Intake, Interview Quality Review, is the intake form developed by the IRS-SPEC officethe part of IRS that administers the VITA program. complete and accurate tax return. updated every year to reflect procedural and tax law changes.