Which of the following is NOT a responsibility of a VITA/TCE volunteer during the intake process?

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During the intake process, it is essential for VITA/TCE volunteers to engage with taxpayers by asking pertinent questions to ensure accurate information is gathered for tax preparation. Completing the taxpayer's return without asking questions undermines the volunteer's responsibilities, as it may lead to incomplete or incorrect filings, thereby neglecting the needs and rights of the taxpayer.

On the other hand, verifying taxpayer identification is crucial for compliance with regulations and to confirm the identity of the individuals being assisted. Explaining the return preparation process helps to build trust and keeps clients informed about what to expect, enhancing their understanding of the overall procedure. Additionally, completing Form 13614-C before preparation is important, as it serves as a critical tool in gathering necessary information and ensuring that all relevant details are considered when preparing the return. Each of these activities plays a key role in effectively supporting taxpayers, while simply completing the return without adequate inquiry neglects the foundational practices of thorough and accurate tax preparation.

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