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Form 13614-C (sp) (Rev 11-2024) Intake Interview and Quality Review Sheet (Spanish Version)

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

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The document is the IRS Form 13614-C (Spanish version) for the year 2024, which serves as an admission and interview sheet for tax preparation assistance. It outlines the necessary information and documents required from taxpayers, including personal identification, income details, and potential deductions. The form also includes sections for optional demographic information and consent for sharing tax information with volunteer preparers under the VITA/TCE programs. It emphasizes the taxpayer's responsibility for accurate reporting and provides guidance on how to seek help from certified volunteers.

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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 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.

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 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 is the purpose of the project intake form?

Project intake forms are used to provide details about what type of work a client would like done, when it needs to be completed by and what the budget is. Project managers often create digital or physical project intake forms to make it easier for clients to request a quote from their team.