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QSRA-2018-01: Intake/Interview & Quality Review Process

30 Mar 18
Kim Manuel
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Form 13614-C, Intake/Interview & Quality Review Sheet, is required for every tax return prepared. Certified volunteer preparers are required to complete the entire Intake/Interview Process when preparing tax returns. To promote accuracy, this process must include an interview with the taxpayer while reviewing Form 13614-C and all supporting documents.

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