Form 13614-C Intake/Interview & Quality Review Sheet (English) 

Form 13614-CS Intake/Interview & Quality Review (Spanish)

• The questions are optional - taxpayers do not need to answer and can just ignore them.

(Note: These links open in a new tab. Make sure you have pop-up blockers allowed for this website.

PRESS Ctrl P on your computer keyboard if you wish to fill it out on the computer before printing.) 

Intake/Interview Booklet Training
(New Form 13614-C for 2025 - Updated July 2025)
            PowerPoint Video

Intake Screening (October 2025)
            PowerPoint          Video