VITA Site Client Flow
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VITA Site Client Flow
VITA sites vary in staffing and facility set-up. In general, when a client arrives at your site, they are met by a Greeter. This Greeter signs the client in and hands them a Form 13614-C, Intake and Interview
sheet to complete and then determines if they qualify to receive free tax preparation services based upon
their income documents. At some VITA sites, information about other benefits such as savings bonds,
checking account or debit card opportunities is also offered to the clients. Other strategies to promote
financial stability and independence such as opening bank accounts or schedules of available financial
education classes are discussed while clients wait to have their tax returns prepared.
When a Tax Preparer (and Interpreter, if needed) become available, the client meets with the Tax
Preparer at their computer work station for in-depth interview using the intake and interview sheet and
completion of the tax return together. After the return is prepared, it is quality reviewed by another
certified volunteer or a designated Quality Reviewer. The Quality Reviewer follows a checklist to ensure
an accurate return. When the tax return is complete, it will be printed so that the client receives a copy and signs the necessary documents. The return is then electronically submitted (e-filed).