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13614-C Intake/Interview & Quality Review Sheet

Catalog Number 13614-C (Rev. 10-2017) form 13614-C (October 2017)Department of the Treasury - Internal Revenue ServiceIntake/ interview & Quality Review SheetOMB Number 1545-1964 You will need: Tax Information such as Forms W-2, 1099, 1098, 1095. Social security cards or ITIN letters for all persons on your tax return. Picture ID (such as valid driver's license) for you and your are trained to provide high Quality service and uphold the highest ethical standards. To report unethical behavior to the IRS, email us at I Your Personal Information (If you are filing a joint return, enter your names in the same order as last year s return) 1. Your first name nameTelephone numberAre you a citizen?YesNo2. Your spouse s first name nameTelephone numberIs your spouse a citizen?

www.irs.gov Form . 13614-C (Rev. 10-2021) Form . 13614-C (October 2021) Department of the Treasury - Internal Revenue Service. Intake/Interview & Quality Review Sheet. OMB Number 1545-1964. You will need: • Tax Information such as Forms W-2, 1099, 1098, 1095. • Social security cards or ITIN letters for all persons on your tax return.

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