What is the final step in the intake/interview process involving Form 13614-C?

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The final step in the intake/interview process involving Form 13614-C is to verify each answer on pages 1 through 3. This step is crucial because it ensures that all the information provided by the taxpayer is accurate and complete. The verification process helps to identify any discrepancies or missing information that could impact the taxpayer’s return. By systematically checking each answer, the volunteer can confirm that the collected data reflects the taxpayer's actual financial situation, thus minimizing the risk of errors in the tax filing. This thorough review is essential for preparing an accurate tax return, ensuring compliance with IRS regulations, and ultimately providing a better service to the taxpayer.

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