Quality Review Sheet

The Quality Review Sheet from Form 13614-C, or approved alternative, is used to check for errors on the tax return before the taxpayer signs it and leaves the site.

As part of the quality review process, confirm that all potential adjustments, deductions, and credits have been reviewed with the taxpayer and are included on the return. Review the approved intake and interview sheet and all source documents.

It is important to use the approved quality review sheet to confirm that all potential adjustments, deductions, and credits have been reviewed with the taxpayer and are included on the return.

Remember to consider each box that applies to a taxpayer's situation in order to ensure all the necessary questions and issues have been addressed. If items are incorrect or incomplete, revisit the issue and make corrections to the return, as needed.