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What is an IRS quality review?

The purpose of a quality review is to ensure that the taxpayers return is accurate based on the Form 13614-C, the supporting documents provided by the taxpayer, and the interview with the taxpayer.

When must the preparer furnish a copy of the completed return to the client?

Any person who is a tax return preparer with respect to any return or claim for refund shall furnish a completed copy of such return or claim to the taxpayer not later than the time such return or claim is presented for such taxpayers signature.

Which of the following information must be maintained by the preparer?

6107(b) requires that the tax preparer retain a completed copy of any return or claim for refund or maintain a list with the names and taxpayer identification numbers of the taxpayers for whom the returns or claims were prepared.

What is the Schedule C intake 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.

What is the purpose of form 13614 C?

Its the perfect place to record the results of your review of taxpayer documents and discussions with the taxpayer. If the taxpayer fills out the form, make sure it is complete and legible.

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What should the certified volunteer preparer do before starting the tax return?

All IRS tax law certified volunteer preparers must complete the entire intake and interview processes before preparing tax returns. To promote accuracy, this process must include an interview with the taxpayer while reviewing Form 13614-C and all supporting documents prior to preparing the tax return.

What must the certified volunteer preparer do with Form 13614-C before starting the tax return?

An IRS-certified volunteer must then: Interview the taxpayer and review their completed Form 13614-C. Ensure that all questions are answered, and all Unsure answers have been discussed and changed to Yes or No. Review supporting documentation.

What is the purpose of Form 13614-C?

Its the perfect place to record the results of your review of taxpayer documents and discussions with the taxpayer. If the taxpayer fills out the form, make sure it is complete and legible.

Who fills out form 13614-C?

The entire form must be completed, either by the taxpayer or by VITA staff. Every question must be answered yes or no, ask questions to clarify any unsure answers. VITA staff must review and discuss Form 13614-C with every taxpayer.

How is form 13614-C used and why is it important?

Form 13614-C guides the preparer through the interview with the taxpayer and allows them to gather all necessary information for accurate return preparation. The volunteer uses the completed tax return, the taxpayers supporting documentation, and the completed Form 13614-C to verify the tax return is free from error.

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Got questions?

What is an IRS quality review?

When must the preparer furnish a copy of the completed return to the client?

Which of the following information must be maintained by the preparer?

What is the Schedule C intake form?

What is the purpose of form 13614 C?

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What should the certified volunteer preparer do before starting the tax return?

What must the certified volunteer preparer do with Form 13614-C before starting the tax return?

What is the purpose of Form 13614-C?

Who fills out form 13614-C?

How is form 13614-C used and why is it important?

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