Intake/Interview & Quality Review Sheets

OMB 1545-1964

OMB 1545-1964

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.

OMB Details

Intake/Interview and Quality Review Sheet (English & 9 Translations)

Federal Enterprise Architecture: General Government - Taxation Management

Form 13614-C (VN)Intake/Interview & Quality Review Sheet - VietnameseFillable PrintableForm
Form 13614-C (PL)Intake/Interview & Quality Review Sheet - PolishFillable PrintableForm
Form 13614-C (TL)Intake/Interview & Quality Review Sheet - TagalogFillable PrintableForm
Form 13614-C (CN Traditional)Intake/Interview & Quality Review Sheet - Chinese TraditionalFillable PrintableForm
Form 13614-C (CN Simplified)Intake/Interview & Quality Review Sheet - Chinese (Simplified)Fillable PrintableForm
Form 13614-C (AR)Intake/Interview & Quality Review Sheet - ArabicFillable PrintableForm
Form 13614-CIntake/Interview & Quality Review Sheet Fillable PrintableForm
Form 13614-C (HT)Intake/Interview & Quality Review Sheet - Creole FrenchFillable PrintableForm
Form 13614-C (KR)Intake/Interview & Quality Review Sheet - KoreanFillable PrintableForm
Form 13614-C (PT) Intake/Interview & Quality Review Sheet - (Portuguese)Fillable PrintableForm

Review document collections for all forms, instructions, and supporting documents - including paper/printable forms.


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