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Part 1--Intake Form-it's purpose and Cathy helping me do an interview--thank you Cathy!
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Part 2-- Special situations-- (1) Not a US Citizen (2) Casualty Losses (see your program manager)
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Guide for what to ask if they are a NON-Citizen Either Here or NOT Here on a VISA (back side) --- please use this!
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Use this online tool to determine if Resident, Non-Resident or Dual Status
Love it!! Super Duper Easy Peasy! Thank you M. Clarke for creating this tool and allowing all of us to use it! https://tools.nrtaxhelp.org/aminra |
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Here is a link to the Intake Form (English) irs.gov/pub/irs-pdf/f13614c **Print Form will be available at site (Yellow)
Here is a link to the Intake Form (Spanish) irs.gov/pub/irs-pdf/f13614cs **Print Form will be available at site (Green)
Here is a link to Intake forms in other languages: irs.gov/forms-pubs-search?search=13614 (24 in all right now)
Here is a link to the Intake Form (Spanish) irs.gov/pub/irs-pdf/f13614cs **Print Form will be available at site (Green)
Here is a link to Intake forms in other languages: irs.gov/forms-pubs-search?search=13614 (24 in all right now)
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Click Link for Powerpoint
Click image for PDF |
Sample Intake Interview --To help you feel more comfortable with the intake form and doing an intake interview with the client
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Here is an Intake Interview video from Martha J. Lewis' team at Pikes Peak United Way in Colorado!
P.S.--LOVE Her Shirts!
P.S.--LOVE Her Shirts!
The Five Step Interview Process- Found in a 2011 PUB 4012
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Gold Standard for Intake Interview- a resource created by AARP for NTTC for volunteers.
Every site operates a little different. AARP's program runs a little different from VITA as well. This is a great resource for how to do an intake/interview. Don't get bogged down by job titles--Every tax-preparer needs to be able to do a thorough intake interview. |
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Below is an old video made from a VITA program in California modeling an intake process.
Training Checklist