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)
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
|
|
|
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
|
|
|
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.
Training Checklist