[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-305095-105":53,"doc-detail-305095-en":127},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":120,"head_meta":122,"extra_data":124,"updated_unix":126},105,"en","form-13614-c-intakeinterview-quality-review-sheet","Form 13614-C - Intake/Interview & Quality Review Sheet","","Form 13614-C intake/interview and quality review sheet for IRS volunteer tax assistance. It lists required documents and steps, instructs volunteers to complete pages 1–4, and outlines reporting rules for information quality and ethics. The form collects taxpayer and spouse personal details, mailing address, birth dates, citizenship status, marital status, household composition, and dependent identity and support questions. It also includes an income section for last year income sources such as wages, tips, scholarships, interest, refunds, alimony, self-employment, and other taxable items.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/form-13614-c-intakeinterview-quality-review-sheet/305095/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/form-13614-c-intakeinterview-quality-review-sheet/305095.png","ImageObject",442,249,{"name":88,"@type":89},"Melati","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-12","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",9,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"What information and documents are needed to complete Form 13614-C?","Question",{"text":109,"@type":110},"The form requires tax information such as Forms W-2, 1099, 1098, and 1095, plus Social security cards or ITIN letters, and picture ID(s) for you and your spouse.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"Which details are collected in Part I of the form?",{"text":114,"@type":110},"Part I collects personal information including your first name, middle initial, last name, best contact number, citizenship status, spouse information, mailing address, birth dates, job titles, and last year status questions such as disability and student/blind status.",{"name":116,"@type":107,"acceptedAnswer":117},"What income items are checked in Part III for last year?",{"text":118,"@type":110},"Part III covers wages or salary (W-2), tip income, scholarships, interest/dividends (checking/savings, bonds, CDs, brokerage), state/local income tax refunds (1099-G), alimony or separate maintenance, self-employment income (1099-MISC/NEC/K), and various other income sources including asset sales.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},305095,1790135347,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":136,"language":137,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":138,"faqs":139,"seo_title":140,"seo_description":61,"update_tm":141,"read_time":76},962085570644,"https://ap-avatar.wpscdn.com/davatar_994ba38a5ba835b3df7d355c54d3ed8d","| Form 13614-C  \u003Cbr>(October 2022)   | Department of the Treasury-Interna Revenue Service  \u003Cbr>Intake/lnterview &Quality Review Sheet   |  | OMB Number  \u003Cbr>1545-1964   |\n| --- | --- | --- | --- |\n| You will need:  \u003Cbr>·Tax Information such as Forms W-2,1099,1098,1095.  \u003Cbr>·Social security cards or ITIN letters for all persons on your tax return.  \u003Cbr>·Picture ID(such as valid driver's license)for you and your spouse.   |  | ·Please complete pages 1-4 of this form.  \u003Cbr>·You are responsible for the information on your return.Please provide  \u003Cbr>complete and accurate information.  \u003Cbr>·If you have questions,please ask the IRS-certified volunteer preparer.   |  |\n\nVolunteers are trained to provide high quality service and uphold the highest ethical standards.  \n\n|  | To report    |  | unethical behavior to the IRS,email us at wi.voltax@irs.gov   |  |  |  |  |  |  |\n| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |\n| PartI-Your Personal Information(If you are filing a joint return,enter your names in the same order as last year's return)   |  |  |  |  |  |  |  |  |  |\n| 1.Your first name   |  | M.I.   | Last name   |  |  |  | Best contact number   | Are you a U.S.c  \u003Cbr>□ Yes   | itizen?  \u003Cbr>□ No   |\n| 2.Your spouse's first name   |  | M.I.   | Last name   |  |  |  | Best contact number   | Is your spouse   \u003Cbr>□ Yes   | a U.S.citizen?  \u003Cbr>□No   |\n| 3.Mailing address   |  |  |  |  | Apt\\#   | City   |  | State   | ZIP code   |\n| 4.Your Date of Birth   | 5.Your job title   |  |  | 6.Last year,were you:  \u003Cbr>b.Totally and permanently disabled   |  |  | a.Full-ti  \u003Cbr>c.Legall  \u003Cbr>No  \u003Cbr>□ 1  \u003Cbr>Yes   | me student  \u003Cbr>y blind   | □ No  \u003Cbr>Yes  \u003Cbr>Yes  \u003Cbr>No  \u003Cbr>□   |\n| 7.Your spouse's Date of Birth   | 8.Your spouse's job title   |  |  | 9.Last year,was your spouse:  \u003Cbr>□   \u003Cbr>a.Full-time student   |  |  |  |  | □ No  \u003Cbr>Yes  \u003Cbr>Yes  \u003Cbr>□ No   |\n|  |  |  |  | c.Legally blind  \u003Cbr>b.Totally and permanently disabled  \u003Cbr>□ Yes  \u003Cbr>□   \u003Cbr>□No   |  |  |  |  |  |\n| 10.Can anyone claim you or your spouse as a dependent?   |  |  |  |  |  |  | □ Unsu  \u003Cbr>□ Yes  \u003Cbr>□ No   | re   |  |\n| 11.Have you,your spouse,or d   | ependents been a victim of   |  |  tax related identity theft or been issued an Identity Protection PIN?  \u003Cbr>□    |  |  |  |  |  | Yes □ No   |\n| 12.Provide an email address (optional)(this email adress will not be used for contacts from the Internal Revenue Service)   |  |  |  |  |  |  |  |  |  |\n| Part II-Marital Status and Household Information   |  |  |  |  |  |  |  |  |  |\n| (This includes registered domestic partnerships,civil unions,or other formal relationships under state law)  \u003Cbr>1.As of December 31,2022,what  \u003Cbr>□ Never Married   |  |  |  |  |  |  |  |  |  |\n| was your marital status?   | □ Married   |  | □ Yes □ No  \u003Cbr>a.If Yes,Did you get married in 2022?   |  |  |  |  |  |  |\n|  | □ Divorced  \u003Cbr>□ Legally Separat  \u003Cbr>□ Widowed   |  | □   \u003Cbr>b.Did you live with your spouse during any part of the last six months of 2022?  \u003Cbr>Date of final decree  \u003Cbr>ed  \u003Cbr>Date of separate maintenance decree   |  |  |  |  |  | Yes □ No   |\n|  |  |  |  |  |  |  |  |  |  |\n|  |  |  |  |  |  |  |  |  |  |\n|  |  |  | Year o   | f spouse's de   | ath   |  |  |  |  |\n| 2.List the names below of:   |  |  |  |  |  |  |  |  |  |\n\nIf additional space is needed check here □and list on page 3  \n·everyone who lived with you last year (other than your spouse)  \n\n| ·anyone you supported but did not live with you last year   |  |  |  |  |  |  |  |  | To be completed by a Certified Volunteer Preparer   |  |  |  |  |\n| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |\n| Name(first,last)Do not enter your  \u003Cbr>name or spouse's name below  \u003Cbr>(a)   | Date of Birth  \u003Cbr>(mm/dd/yy)  \u003Cbr>(b)   | Relationship  \u003Cbr>to you (for  \u003Cbr>example:  \u003Cbr>son,  \u003Cbr>daughter,  \u003Cbr>parent,  \u003Cbr>none,etc)  \u003Cbr>(c)   | Number of  \u003Cbr>months  \u003Cbr>lived in  \u003Cbr>your home  \u003Cbr>last year  \u003Cbr>(d)   |","cbCaimJ1uv2igV3W","https://ap.wps.com/l/cbCaimJ1uv2igV3W","pdf",710963,8,"English","# Intake/Interview & Quality Review Instructions\n## Tax information required\n# Part I - Your Personal Information\n## Name, contact, citizenship\n## Birth dates, job titles\n## Disability and student status\n## Dependent and identity protection questions\n# Part II - Marital Status and Household Information\n## Marital status as of December 31, 2022\n## Household members list\n# Part III - Income - Last Year","[{\"question\":\"What information and documents are needed to complete Form 13614-C?\",\"answer\":\"The form requires tax information such as Forms W-2, 1099, 1098, and 1095, plus Social security cards or ITIN letters, and picture ID(s) for you and your spouse.\"},{\"question\":\"Which details are collected in Part I of the form?\",\"answer\":\"Part I collects personal information including your first name, middle initial, last name, best contact number, citizenship status, spouse information, mailing address, birth dates, job titles, and last year status questions such as disability and student/blind status.\"},{\"question\":\"What income items are checked in Part III for last year?\",\"answer\":\"Part III covers wages or salary (W-2), tip income, scholarships, interest/dividends (checking/savings, bonds, CDs, brokerage), state/local income tax refunds (1099-G), alimony or separate maintenance, self-employment income (1099-MISC/NEC/K), and various other income sources including asset sales.\"}]","Form 13614-C - Intake/Interview & Quality Review Sheet | PDF",1789821945]