VITA Resources for Volunteers
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  • Home
  • Training Checklist
    • Ethics & Intake
    • Intake Interview
    • Dependents
    • Filing Status
    • Practice Lab
    • Income >
      • CAPITAL GAINS
      • Self Employed
      • Entering Income
    • Adjustments to Income >
      • HSA
    • Standard Deduction >
      • Itemized Deductions
    • certification
    • Taxes
    • Credits >
      • Non-Refundable
      • refundable credits
      • Education Credit
    • Marketplace
    • Finishing a Return
    • Quality Review & Print Sets
    • Explaining a Return >
      • Refunds
      • Balance Due
  • Study Guides and More
  • Volunteer Agreement
  • PRACTICE SCENARIOS
  • Coordinators
  • Amendment
  • Spanish/Espanol Training
  • Foreign Student
  • W-7 ITIN APPLICATION
  • FAFSA
  • VALET & VIRTUAL
  • CERT ACCEPT AGENT
  • Financial Literacy
  • LITC
  • CE CREDITS
  • POA
  • Transcripts
  • Interpreters
  • MASKED TRANSCRIPTS
  • Misc Info
  • Customer Portal
  • PRESEASON WORKSHOP
  • For Clients
  • New Host Site Info
  • Missing SSA-1099
  • United Way of Lee, Hendry & Glades
  • ID.ME
  • Age Reference
  • RECORDING OF TRAININGS
  • Changes
  • Extensions

Intake form & interview

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
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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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.
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 
Click Here to Go Back to Training Checklist
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Contact Me
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!​