Form 13614 c 2017-2025

Show details

4.4 out of 5

145 votes

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 income, expenses, and health care coverage. The form emphasizes the importance of accurate information and outlines the responsibilities of both the taxpayer and volunteer preparers in ensuring compliance with tax regulations.

Here's how it works

01. Edit your form online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send it via email, link, or fax. You can also download it, export it or print it out.

The fastest way to redact Form 13614 c 2017 online

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Dochub is a perfect editor for updating your paperwork online. Adhere to this straightforward guide to redact Form 13614 c 2017 in PDF format online free of charge:

Register and log in. Register for a free account, set a secure password, and go through email verification to start managing your templates.
Add a document. Click on New Document and choose the file importing option: upload Form 13614 c 2017 from your device, the cloud, or a secure link.
Make adjustments to the template. Take advantage of the top and left panel tools to change Form 13614 c 2017. Add and customize text, pictures, and fillable fields, whiteout unneeded details, highlight the significant ones, and comment on your updates.
Get your paperwork done. Send the form to other individuals via email, generate a link for quicker file sharing, export the template to the cloud, or save it on your device in the current version or with Audit Trail added.

Explore all the advantages of our editor right now!

See more form 13614 c 2017 versions

We've got more versions of the form 13614 c 2017 form. Select the right form 13614 c 2017 version from the list and start editing it straight away!

Versions	Form popularity	Fillable & printable
2023	4.7 Satisfied (57 Votes)
2022	4.6 Satisfied (38 Votes)
2021	4.9 Satisfied (53 Votes)
2020	4.2 Satisfied (90 Votes)
2019	4.4 Satisfied (230 Votes)
2018	4.3 Satisfied (106 Votes)
2017	4.4 Satisfied (145 Votes)
2016	4.3 Satisfied (55 Votes)
2015	4.4 Satisfied (54 Votes)
2014	4 Satisfied (45 Votes)
2013	3.9 Satisfied (34 Votes)
2011	4.4 Satisfied (70 Votes)

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

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

When reviewing form 13614-C, you see the interest.?

3. When reviewing Form 13614-C, you see the Interest question is marked Yes and the taxpayer gives you a Form 1099-INT. You should ask the taxpayer if they had any other interest income.

What is the quality review process?

The quality review process will help determine if a piece of content is redundant and must be revised. Keeping a running log of content in a spreadsheet or project management program will help the editor and review team pinpoint existing content by topic or title.

What does it mean when the IRS says review?

The IRS reviews some federal tax returns to determine if income, expenses, and credits are reported accurately. The IRS selects returns for review using various methods; including random sampling, computerized screening, and comparison of information received by the IRS such as Forms W-2 and 1099.

Is an IRS review the same as an audit?

You may face an IRS audit after an IRS review. If the IRS reviews your information and detects inaccuracies in your tax returns, it may conduct a comprehensive audit to look into the matter further.

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.

What triggers an IRS review?

Not reporting all of your income is an easy-to-avoid red flag that can lead to an audit. Taking excessive business tax deductions and mixing business and personal expenses can lead to an audit. The IRS mostly audits tax returns of those earning more than $200,000 and corporations with more than $10 million in assets.

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

All sites must use Form 13614-C, Intake/Interview Quality Review Sheet, for every tax return prepared by an IRS-certified volunteer. Form 13614-C guides the IRS-certified volunteer preparer through the interview with the taxpayer and allows them to gather all necessary information for accurate return preparation.

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.

Form 13614 c 2017-2025

Here's how it works