The VITA Quality Review Checklist is a comprehensive tool guiding the methodical process of preparing, reviewing, and filing taxpayers' annual return securely.
1
Gather taxpayer's information
2
Verify taxpayer's identity
3
Check accuracy of taxpayer's data
4
Review taxpayer's income documents
5
Verify deductions and Credits
6
Calculate taxpayer's tax liability
7
Review taxpayer's previous year tax returns
8
Check taxpayer's filing status
9
Prepare tax return draft
10
Approval: Tax Return Draft
11
Discuss tax return with taxpayer
12
Make necessary changes to tax return draft
13
Finalize tax return
14
Confirm taxpayer's consent for filing tax return
15
Submit tax return to the IRS
16
Follow up on tax return status
17
Inform taxpayer of tax return status
18
Approval: Completed Tax Return
19
Secure all taxpayer's data and documents
20
Provide a copy of finalized tax return to taxpayer
Gather taxpayer's information
This task involves collecting all necessary information from the taxpayer in order to proceed with the tax return. It includes personal details, contact information, and any changes in circumstances from the previous year. The information provided will be used to accurately prepare the tax return and ensure compliance with tax laws.
Verify taxpayer's identity
In this task, we will verify the taxpayer's identity to ensure that the information provided is accurate and the tax return is being prepared for the correct individual. This step is crucial for security purposes and to prevent identity theft.
1
Passport
2
Driver's License
3
State ID
Check accuracy of taxpayer's data
This task involves reviewing the information provided by the taxpayer to ensure its accuracy. We will check for any discrepancies or errors that may affect the tax return. If any issues are found, we will communicate with the taxpayer to resolve them before proceeding with the next steps.
1
Income Statements
2
Expense Receipts
3
Bank Statements
4
Tax Forms
5
Social Security Statements
Review taxpayer's income documents
In this task, we will review the taxpayer's income documents, such as W-2 forms, 1099 forms, and other relevant statements. This will help us calculate the taxpayer's total income accurately and determine any applicable deductions or credits.
Verify deductions and Credits
In this task, we will verify the deductions and credits claimed by the taxpayer. This includes reviewing supporting documentation, such as receipts or statements, to ensure their eligibility. We will also check for any potential additional deductions or credits that the taxpayer may qualify for but have not claimed.
1
Home Mortgage Interest
2
Educational Expenses
3
Charitable Contributions
4
Medical Expenses
5
Business Expenses
Calculate taxpayer's tax liability
Review taxpayer's previous year tax returns
Check taxpayer's filing status
Prepare tax return draft
Approval: Tax Return Draft
Will be submitted for approval:
Prepare tax return draft
Will be submitted
Discuss tax return with taxpayer
Make necessary changes to tax return draft
Finalize tax return
Confirm taxpayer's consent for filing tax return
Submit tax return to the IRS
Follow up on tax return status
Inform taxpayer of tax return status
Approval: Completed Tax Return
Will be submitted for approval:
Finalize tax return
Will be submitted
Secure all taxpayer's data and documents
Provide a copy of finalized tax return to taxpayer
