Here is a link to the 2022 Intake Form (English) irs.gov/pub/irs-pdf/f13614c   
Here is a link to the 2022 Intake Form (Spanish)  irs.gov/pub/irs-pdf/f13614cs  
Click Link for Powerpoint
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Sample Intake Interview --To help you feel more comfortable with the intake form and doing an intake interview with the client
The Five Step Interview Process- ​Found in a 2011 PUB 4012
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.
​Below is an old video made from a VITA program in California modeling an intake process.
Here is a link to another intake video I found-- this is a few years old--but a nice interview www.youtube.com/watch?v=mlFkwYY_tfQ&list=PLZutVc_hew2HBwIvHOk-AbN2PxEogw8Io&index=22 
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You can contact me at maryvitataxes@gmail.com 
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!​