ethics, intake INTERVIEW & QUALITY REVIEW
AND HOW TO SET UP YOUR ACCOUNT TO TAKE YOUR ANNUAL IRS CERTIFICATION
Intake Interview & Quality Review - click image below for video.
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IRS created their own Intake Interview and Quality Review training-- click the image of the IRS publication below to view it
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Interview and Review Handbook!
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Once you have completed each training above, please answer the certification questions--they can be found in PUB 6744. (10 questions each) Must get 8/10 correct.
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You can contact me at [email protected]
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Please note: I, Mary Meador, AM NOT a certified accountant or tax law expert. I volunteer with VITA providing free tax preparation for individuals and families whose income is less than $66,000 a year. We deal with simple returns at our sites. I cannot guarantee the accuracy of all the information on this site as tax laws change and I may not have a clear understanding of complicated issues. I am trying to provide basic tax preparation information for our volunteers to get started--remember Publication 4012 is your go-to resource for questions, as well as irs.gov and Publication 17. I hope you find this information useful and easy to understand. Thanks for being a VITA/TCE volunteer!
**I am human, so if you find a mistake, please let me know so I can fix it--we are all in this together** All images from our UWLHG Canva account unless promoting the resource linked to |