During the Intake Process you will need to:• Complete and sign this intake form and Virtual VITA Form 14446.• Have all required information/documentation necessary to prepare an accurate tax return. That includes photo identification for yourself and spouse, Forms W-2, 1099 and/or any other income documents to support Income, Expenses and Life Events, Social security cards (or other allowed social security verification documents) or Individual Tax Identification Numbers for you, your spouse and potential dependents (if applicable), Any other documents required to prepare an accurate return. We will send you a link to securely upload all required documents.During the Return Preparation Process you must:• Participate in a phone interview with the volunteer preparere to address all of the information provided on this form to ensure the preparer will have everything they need to prepare your tax return. We will set an appointment for this interview once all documents are received.During the Quality Review Process you (and your spouse) will have to:• Participate during the Quality Review process. The reviewer you will contact you by phone to review the return.• Review your completed tax return to ensure the names, social security numbers, address, banking information, income, expenses are correct. This is important because you and your spouse are ultimately responsible for all of the information on the tax return.• Sign Form 8879, IRS e-file Signature Authorization, after Quality Review is completed.