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INTAKE/INTERVIEW & PRESENTATION TITLE QUALITY REVIEW ...

PRESENTATION TITLEUP TO 3-LINESP ublicationNumberINTAKE/INTERVIEW & QUALITY REVIEW TRAINING2022 FILING SEASONP ublication 5101 (Rev. 10-2021) Catalog Number 64024 ADepartment of the Treasury Internal Revenue Service the end of this lesson you will be able to describe: The purpose of following a consistent INTAKE/INTERVIEW and QUALITY REVIEW process. The different sections of Form 13614-C, INTAKE/INTERVIEW and QUALITY REVIEW Sheet. The basic steps of a complete Intake Process. The basic steps of a complete Interview Process. The basic steps of a complete QUALITY REVIEW & INVESTMENT STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)THE OBJECTIVES OF THIS TRAINING3 Taxpayers using services offered through the Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) programs should be confident they receive QUALITY service. This includes having an accurate tax return prepared.

Publication 4012, Volunteer Resource Guide Form 13614-C Job Aid in Publication 4012 Publication 17, Your Federal Income Tax Publication 5299, Quality Review Refresher Publication 5310, Tax Return Quality Review Job Aid Publication 5353, Fact Sheet for Partners and Employees – Intake/Interview & Quality Review Policy WAGE & INVESTMENT

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