Intake Forms

When dropping off your tax documents at any of our VITA sites you will be asked to complete the following three forms.  To save time, you may complete the forms prior to your visit by clicking the links below.  All forms may be opened in Adobe and you may type directly on the form.  Bring all three with you to save time when dropping off.


13614-C Intake/Interview & Quality Review Sheet

LTM Customer Information Sheet

14446, Virtual VITA Taxpayer Consent