The SPEC function developed the Form 13614-C, Intake/Interview & Quality Review Sheet that contains a standardized list of required intake and quality review questions to guide volunteers in asking taxpayers basic questions about themselves and conducting a quality review of the completed return. The intake/interview and quality review sheet is an effective tool for ensuring critical taxpayer information is obtained and applied during the interview and completion of the tax return process. In addition to English and Spanish, the form has been translated and is made available in 9 additional languages: Arabic, Chinese Traditional and Simplified, Creole (French), Korean, Polish, Portuguese, Tagalog, and Vietnamese.
The latest form for Intake/Interview & Quality Review Sheets expires 2022-09-30 and can be found here.
Document Name |
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Form |
Form |
Supplementary Document |
Supporting Statement A |
Revision of a currently approved collection | 2024-10-03 | ||
Approved without change |
Extension without change of a currently approved collection | 2022-09-29 | |
Approved without change |
Revision of a currently approved collection | 2020-06-29 | |
Approved without change |
Extension without change of a currently approved collection | 2017-02-27 | |
Approved without change |
Revision of a currently approved collection | 2016-03-30 | |
Approved without change |
Extension without change of a currently approved collection | 2013-01-31 | |
Approved without change |
Revision of a currently approved collection | 2009-11-17 | |
Approved without change |
Reinstatement with change of a previously approved collection | 2009-05-15 | |
Approved without change |
Reinstatement without change of a previously approved collection | 2006-04-12 | |
Approved without change |
Extension without change of a currently approved collection | 2006-01-05 | |
Approved without change |
New collection (Request for a new OMB Control Number) | 2005-09-19 |
Federal Enterprise Architecture: General Government - Taxation Management
Form 13614-C (VN) | Intake/Interview & Quality Review Sheet - Vietnamese | Fillable Printable | Form |
Form 13614-C (PL) | Intake/Interview & Quality Review Sheet - Polish | Fillable Printable | Form |
Form 13614-C (TL) | Intake/Interview & Quality Review Sheet - Tagalog | Fillable Printable | Form |
Form 13614-C (CN Traditional) | Intake/Interview & Quality Review Sheet - Chinese Traditional | Fillable Printable | Form |
Form 13614-C (CN Simplified) | Intake/Interview & Quality Review Sheet - Chinese (Simplified) | Fillable Printable | Form |
Form 13614-C (AR) | Intake/Interview & Quality Review Sheet - Arabic | Fillable Printable | Form |
Form 13614-C | Intake/Interview & Quality Review Sheet | Fillable Printable | Form |
Form 13614-C (HT) | Intake/Interview & Quality Review Sheet - Creole French | Fillable Printable | Form |
Form 13614-C (KR) | Intake/Interview & Quality Review Sheet - Korean | Fillable Printable | Form |
Form 13614-C (PT) | Intake/Interview & Quality Review Sheet - (Portuguese) | Fillable Printable | Form |
Review document collections for all forms, instructions, and supporting documents - including paper/printable forms.