Question

Heidi, a vsc-certified volunteer, is working at the intake station. as part of her duties, she is required to explain to the taxpayer what they are expected to do today as part of the return preparation process. what should heidi tell them?

Answer 1

Heidi should inform them that form 13614-C has to be completed before the return can be prepared, the client will then be interviewed by whomever is preparing the return and additional questions would likely be asked, and the client would need to have a quality review done on their taxes by someone other than the person preparing the return.