Here is a link to the 2023 Intake Form (English) irs.gov/pub/irs-pdf/f13614c   **Print Form will be available at site (Yellow)
Here is a link to the 2023 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)

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

---

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 another video shared by Ella-- this video was produced by omahaeitc FHAS   

---

Training Checklist