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Form 13614C: Intake/Interview and Quality Review Sheet
IRS Form 13614-C is the Intake/Interview and Quality Review Sheet used by VITA/TCE volunteers to gather personal and tax information from primary and secondary taxpayers. Consent without a specified duration lasts one year from the signature date.
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IRS Form 13614C - Intake/Interview and Quality Review Sheet
IRS Form 13614-C is the Intake/Interview and Quality Review Sheet used by VITA/TCE volunteers to gather personal and tax information from primary and secondary taxpayers. Consent without a specified duration lasts one year from the signature date.
Risk Radar
Scan points- 1Omitting the required signature on the consent section invalidates the data‑sharing authorization.
- 2Leaving the required tax documents (W‑2, 1099, 1098, 1095) unprovided, which may stop volunteer assistance.
- 3Missing the taxpayer’s first name, middle initial, or last name fields on the intake sheet.
- 4Failing to enter the spouse’s first name and middle initial when applicable.
- 5Not signing the primary taxpayer consent line, which invalidates the disclosure permission.
Plain English
The Intake/Interview and Quality Review Sheet gathers the basic personal details, income documents, and consent needed for a VITA or TCE volunteer to prepare a tax return. It also records whether you allow your information to be shared with other volunteer sites next year.
Submission Date
- Filing date: 2025-10-02 22:10:22
- Preparation window: collect IDs, supporting records, and signatures in advance.
- Final review: verify names, dates, and required fields before submission.
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What this form is for
- Use this form when you need to collect the personal details, citizenship status, income items, and refund or payment preferences listed on the sheet.
- Do not use it when the taxpayer is not providing any of the information requested on the sheet (i.e., not a primary or secondary taxpayer completing the intake interview).
- Check Form 5695 instead when you are claiming the energy efficient home improvement credit.
Form selector
Use this form or another form?
You are claiming an energy‑efficient home improvement credit
The credit is reported on this form, not on the intake sheet
✓ Verify the improvement qualifies under Form 5695 instructions
You need to report health savings account contributions
HSA contributions affect tax calculations and may require additional forms
✓ Confirm HSA eligibility and contribution limits
You are applying for the energy efficient home improvement credit and have other adjustments to income
Adjustments to income are separate from the intake sheet data
✓ Review all adjustment entries for accuracy
Deadline or filing window
Not stated in the official source.
Checklist
What you need before filling it out
Spouse’s date of birth
Not stated in the official source · Not stated in the official source
Refund method selection (Direct deposit, Check by mail, Split refund)
Not stated in the official source · Not stated in the official source
Payment method selection (Bank account, IRS.gov Direct Pay, Installment agreement, Mail payment)
Not stated in the official source · Not stated in the official source
Citizenship status (U.S. citizen, on a visa, full‑time student, legally blind, disabled)
Not stated in the official source · Not stated in the official source
Marital status as of Dec 31 2025
Not stated in the official source · Not stated in the official source
Before you submit
- 1Verify the primary taxpayer’s name and mailing address are entered correctly.
- 2Confirm the spouse’s date of birth and job title are filled in.
- 3Mark the correct citizenship status boxes for you and your spouse.
- 4Select the appropriate refund method you prefer.
- 5Select the appropriate payment method if you have a balance due.
- 6Indicate whether you want written communications in a language other than English.
- 7Check the box if you wish to contribute $3 to the Presidential Election Campaign Fund.
- 8Enter the correct marital status as of December 31, 2025.
- 9List all individuals who lived with you last year as requested.
- 10Obtain signatures and dates from both primary and secondary taxpayers.
How to file this form
- 1Complete all personal‑information fields on the intake sheet.
- 2Mark all applicable income, credit, and refund or payment selections.
- 3Obtain printed names, signatures, and dates from the primary (and secondary, if filing jointly) taxpayer.
- 4Submit the finished Form 13614‑C to the VITA/TCE volunteer for inclusion in the tax return.
Known limitations
- 1Applicable only when using IRS-certified volunteer preparers in the VITA/TCE programs.
- 2Providing the requested information is voluntary; without it volunteers may be unable to assist.
- 3Consent to disclose tax return information is not required for the VITA/TCE partner preparing the return this year.
- 4Global Carry Forward consent applies only if you will use a different VITA/TCE partner next year that uses TaxSlayer.
Field map
Compact field-by-field guide
General Info
2 items
Full legal name and taxpayer identification number (SSN or EIN).
Current mailing address.
Details
2 items
Complete all applicable sections of this form according to the official IRS instructions.
Enter the relevant dollar amount if this form involves tax calculation.
Certification
1 items
Read and acknowledge any certifications required by this form.
Signatures
1 items
Sign and date. Unsigned forms cannot be processed.
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Fillable formOpen in Editor->The form is the 10/25 edition; the source does not indicate a later revision or a “latest information” page.
What changed or needs a fresh check
- Edition date — confirm the form shows revision 10/25
- Fee — Not stated in the official source
- Mailing address — Not stated in the official source
- Signature — confirm printed name and date are entered on the signature lines
Quick Facts
Downloads
After you file
- 1Keep the signed Form 13614-C copy in your personal tax records.
- 2Store the form for at least three years in case of an audit.
- 3Expect a confirmation from the volunteer site that your intake was completed.
- 4If you discover an error, contact the VITA/TCE volunteer who prepared your return to file an amendment.
- 5Review the consent expiration date and note if you need to renew consent for future years.
- 6Retain any email or paper acknowledgment of the consent you provided.
Sources
- SRCForm p.1 — Catalog Number 52121E and revision date Rev. 10-2025.
- SRCForm p.1 — Required documents include tax forms W-2, 1099, 1098, 1095, Social Security cards or ITIN letters, and picture ID.
- SRCForm p.4 — Providing information is voluntary; lack of information may prevent volunteers from assisting.
- SRCForm p.4 — OMB Control Number for this study is 1545-1964.
- SRCForm p.6 — If no duration is specified, consent is valid for one year from the signature date.
- SRCForm p.6 — Consent is valid through November 30, 2027 for Global Carry Forward.
- SRCForm p.6 — No consent needed for the VITA/TCE partner preparing the return this year.
- SRCForm p.6 — Global Carry Forward applies only if you visit a different VITA/TCE partner next year using TaxSlayer.
Common confusion points
Do I have to give my Social Security number?
The form asks for SSN to identify taxpayers.
→ Verify that the SSN matches your Social Security card.
Is my consent required for this year's volunteer?
The form states consent is not needed for the current VITA/TCE partner.
→ Confirm you are using a VITA/TCE volunteer this year.
How long does my consent last if I don’t write an end date?
The form says consent defaults to one year from signature.
→ Check the signature date and count one year.
Can I limit the consent to an earlier date?
The form provides a checkbox to deny consent or limit duration.
→ Indicate the desired end date on the consent section.
Will I still get help if I refuse to provide some information?
Providing information is voluntary; volunteers may be unable to assist without it.
→ Decide which fields you can supply; understand assistance may be limited.
What information will be shared with other volunteer sites?
The form lists demographic and tax data that may be disclosed.
→ Review the disclosure description on page 6.
Workflow map
Related forms and next steps
Before
Current
After
Often used with
⚠ If something goes wrong
- Form 2848 – Power of Attorney and Declaration of Representative, to authorize a representative to address issues.
Questions about IRS Form 13614C
What is IRS Form 13614C used for?
The Intake/Interview and Quality Review Sheet gathers the basic personal details, income documents, and consent needed for a VITA or TCE volunteer to prepare a tax return. It also records whether you allow your information to be shared with other volunteer sites next year.
What information does IRS Form 13614C require?
The form records the taxpayer’s first name, middle initial, last name, date of birth, job title, and the spouse’s first name and middle initial, and includes a consent signature and date for sharing tax return data.
How do I complete IRS Form 13614C?
Taxpayers must complete pages 1‑5 of the form and provide required documents such as W‑2s, 1099s, and a picture ID. They fill in personal fields—including name, middle initial, date of birth, job title, and spouse’s name—and then sign the consent section with date. An IRS‑certified volunteer preparer completes the designated B‑marked sections and reviews the intake for completeness.
What happens if IRS Form 13614C is filed incorrectly?
Failing to supply the requested information can prevent IRS volunteers from assisting with preparing and filing the tax return.
Do I have to give my Social Security number?
The form asks for SSN to identify taxpayers. Verify that the SSN matches your Social Security card.
Is my consent required for this year's volunteer?
The form states consent is not needed for the current VITA/TCE partner. Confirm you are using a VITA/TCE volunteer this year.
How long does my consent last if I don’t write an end date?
The form says consent defaults to one year from signature. Check the signature date and count one year.
Can I limit the consent to an earlier date?
The form provides a checkbox to deny consent or limit duration. Indicate the desired end date on the consent section.
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