Form 13614-C (sp) (Rev 10-2023) Intake Interview & Quality Review Sheet- Spanish Version-2025

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El Formulario 13614-C es un documento del Departamento del Tesoro de EE. UU. que se utiliza para la admisión, entrevista y verificación de calidad en la preparación de declaraciones de impuestos por parte de voluntarios certificados del IRS. El formulario solicita información personal, tributaria y sobre el estado civil del contribuyente, así como detalles sobre ingresos y gastos. También incluye instrucciones sobre la documentación necesaria y el consentimiento para divulgar información a sitios de preparación de impuestos.

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See more Form 13614-C (sp) (Rev 10-2023) Intake Interview & Quality Review Sheet- Spanish Version versions

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Can you quality review a return you prepared?

Self review is never acceptable. Designated Reviewer: An IRS-tax law certified volunteer is solely dedicated to reviewing returns prepared by other IRS-tax law certified volunteer preparers. Peer-to-Peer: A volunteer preparer may quality review returns of another preparer. Self-review is NEVER an option.

What is form 13614-C for?

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. ▪Form 13614-C is: ▪designed to capture the information that is needed to prepare a. complete and accurate tax return.

What information must a volunteer review to prevent the possibility of identity theft?

Confirm each item on the Form 13614-C (or similar tool used at your site) to make sure you and the taxpayer have considered all the necessary information. Ensure that all questions and issues have been addressed. If items are incorrect or incomplete, revisit the issue and make corrections to the return, as needed.

What must the certified volunteer preparer do with form 13614-C?

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.

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

Form 13614-C is used by IRS-tax law certified volunteers to gather information needed to prepare an accurate tax return. SPEC redesigned the form to be more user-friendly and to increase conversation with taxpayers. This revised form has additional space for taxpayer and preparer comments.

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What is the process you would use to verify information on the 13614-C?

All IRS-certified volunteer preparers participating in the VITA/TCE programs must use Form 13614-C along with an effective interview for every return prepared at the site.

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.

Form 13614-C (sp) (Rev 10-2023) Intake Interview & Quality Review Sheet- Spanish Version-2025

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Got questions?

Can you quality review a return you prepared?

What is form 13614-C for?

What information must a volunteer review to prevent the possibility of identity theft?

What must the certified volunteer preparer do with form 13614-C?

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

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What is the process you would use to verify information on the 13614-C?

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