Intake and Interview 1. The Intake Process 1.Taxpayer fills out Intake Sheet 2.Volunteer completes Interview 3.Check Identification 4.Review Documents.

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Presentation transcript:

Intake and Interview 1

The Intake Process 1.Taxpayer fills out Intake Sheet 2.Volunteer completes Interview 3.Check Identification 4.Review Documents 5.Prepare Return 6.Quality Review 2

The Taxpayer Will Provide: Tax information o Forms W-2, 1099, 1098, 1095-A. Social security cards or ITIN letters Proof of Identity o Valid drivers license or other government issued picture ID 3

Intake and Interview Pg.1 4

Marital Status and Household Information Filing Status Dependency Exemptions Refundable and Nonrefundable credits 5

Determining Dependency Exemptions 6

7

Required Tax Preparer Certification Levels (B) for Basic Certification (HSA) for Health Savings Account Certification (A) for Advanced Certification (COD) for Cancellation of Debt Certification (M) for Military Certification 8

Intake and Interview Pg.3 9

Quality Review Process All returns are quality reviewed Clients and volunteers should be engaged in the quality review process Quality reviewers should look over all questions within Part VIII 10

TaxWise Main Information Page A brief overview of how to enter the intake information into TaxWise. 11