Question

Heidi, a VSC-certified volunteer, is working at the intake station. As part of her duties, she is required to explain to the taxpayer what they are expected to do today as part of the return preparation process. What should Heidi tell them?

1) Form 13614-C, Intake/Interview Quality Review Sheet, must be completed prior to having the return prepared.
2) You will be interviewed by the return preparer and asked additional questions as needed.
3) You need to participate in a quality review of your tax return by someone other than the return preparer.
4) All of the above.

Answer 1

Heidi should tell the taxpayer to complete Form 13614-C, prepare for an interview with the return preparer, and participate in a quality review of their tax return. All these steps are necessary for the proper preparation of the return.

Step-by-step explanation:

Heidi, as a VSC-certified volunteer working at the intake station, should tell the taxpayer that they need to do the following as part of the return preparation process:

1. Complete Form 13614-C, Intake/Interview Quality Review Sheet, prior to having the return prepared.
2. You will be interviewed by the return preparer and asked additional questions as needed.
3. You need to participate in a quality review of your tax return by someone other than the return preparer.
4. All of the above are steps that need to be followed to ensure a proper return preparation process.