As a last step, use Form 8158, Quality Review Sheet or approved alternative to check for errors on the tax return before the taxpayer signs it and leaves the site.

To ensure accurate reporting of income, verify that the taxpayer's wages are accurate and that all income from Form(s) W-2 and other income documents, such as Forms 1099, have been included. Confirm that all income received by the taxpayer has been discussed and shown on the return, if required.

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.