Form 14446 (Rev. 8-2016)
www.irs.govCatalog Number 60989A
Page two of this form will be maintained at the site with all other required documents.
Part II: The Process:
During the Intake Process you will need to:
• Sign this Form 14446.
• Complete the Form 13614-C, Intake/Interview & Quality Review Sheet.
• Have all required information/documentation necessary to prepare an accurate tax return.
o Picture Identification for yourself and spouse
(if applicable).
o Forms W-2, 1099 and/or any other income documents to support Income, Expenses and Life Events listed
on
Form 13614-C.
o Social security cards
(or other allowed social security verification documents) or Individual Tax Identification Numbers for you, your
spouse and potential dependents (if applicable).
o Any other documents required to prepare an accurate return.
• Participate in an Interview with the volunteer to address all of the information provided on Form 13614-C to ensure the preparer
will have everything they need to prepare your tax return.
During the Return Preparation Process:
• If necessary, you may be contacted for additional information. If so, please follow the plans used to contact each other to ensure
you are talking to the appropriate site contact and they are discussing your return information with you.
• If the preparer has everything required to prepare the return, you will not be contacted until the return is completed.
During the Quality Review Process you (and your spouse if applicable) will have to:
• Participate during the Quality Review process.
• Review your completed tax return to ensure the names, social security numbers, address, banking information, income, expenses
are correct. This is important because you and your spouse
(if applicable) are ultimately responsible for all of the information on the
tax return.
• Sign Form 8879, IRS e-file Signature Authorization, after Quality Review is completed.
Part III: Taxpayer Consents:
Request to Review your Tax Return for Accuracy:
• To ensure you are receiving quality services and an accurately prepared tax return at the volunteer site, IRS employees randomly
select free tax preparation sites for review. If errors are identified, the site will make the necessary corrections. IRS does not keep
any personal information from your reviewed tax return and this allows them to rate our VITA/TCE return preparation programs for
accurately prepared tax returns. If you do not wish to have your return included as part of the review process, it will not affect the
services provided to you at this site. If the site preparing this return is selected, do you consent to having your return reviewed for
accuracy, by an IRS employee?
Request to use the Virtual VITA/TCE Process:
• If you agree to have your tax return prepared and your tax documents handled in the above manner, your signature is required on
this document. Signing this document means that you are agreeing to the procedures stated above for preparing a tax return for
you.
(If this is a Married Filing Joint return both spouses must sign and date this document.) If you chose not to sign this form, we may not
be able to prepare your tax return today.
Yes No
Printed name
Date of birth Last four digits Social Security/ITIN number
Signature
Date Telephone number
Email address
Printed name (Spouse if Married Filing Joint)
Date of birth Last four digits Social Security/ITIN number
Signature
Date Telephone number
Email address
click to sign
signature
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signature
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