Use the Quality Review Sheet from Form 13614-C, Intake/Interview & Quality Review Sheet, or an approved alternative form to review all returns prepared. To ensure quality and accuracy for every taxpayer whose return you prepare, apply the QR tools in combination with the approved intake and interview sheet and all the source documents.

Consider each box on the QR Sheet that applies to your taxpayer's situation to confirm that 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.

To ensure accurate reporting of adjustments, deductions, and credits, verify that all the information on the approved intake and interview sheet, and on the taxpayer's supporting documents, is included on the return.

Confirm that all potential adjustments, deductions, and credits have been discussed with the taxpayer and shown on the return if applicable. Also verify that each qualifying child's date of birth is correct.