Form 13614-C (Rev 11-2024) Intake Interview and Quality Review Sheet-2025

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Form 13614-C is an Intake/Interview and Quality Review Sheet used by the IRS for tax return preparation assistance through certified volunteers. It outlines the necessary information and documents required from taxpayers, including personal details, income sources, expenses, and optional demographic data for statistical purposes. The form emphasizes the importance of accurate information and provides guidance on how to report unethical behavior. Additionally, it includes a consent section for disclosing tax return information to facilitate future tax preparation.

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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 the IRS form to cancel all debt?

Form 1099-C. Lenders or creditors are required to issue Form 1099-C, Cancellation of Debt, if they cancel a debt owed to them of $600 or more. Generally, an individual taxpayer must include all canceled amounts (even if less than $600) on the Other Income line of Form 1040.

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.

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.

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.

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What is IRS form 13614-C?

Form 13614-C 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.

What is form 8453 C used for?

Form FTB 8453-C, California e-file Return Authorization for Corporations, is the signature document for corporation e-file returns. By signing this form, the corporation, electronic return originator (ERO), and paid preparer declare that the return is true, correct, and complete.

Form 13614-C (Rev 11-2024) Intake Interview and Quality Review Sheet-2025

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The easiest way to edit Form 13614-C (Rev 11-2024) Intake Interview and Quality Review Sheet in PDF format online

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Got questions?

Can you quality review a return you prepared?

What is the IRS form to cancel all debt?

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

What is the purpose of form 13614-C?

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

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What is IRS form 13614-C?

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