What should be done with unchecked questions during the intake process?

During the intake process, it is essential to discuss unchecked questions with the taxpayer for verification. This ensures that all pertinent information is accurately collected, allowing for proper preparation of the tax return. Each question may pertain to crucial aspects of the taxpayer's situation, such as filing status, exemptions, credits, or potential deductions that could significantly impact their tax liability or refund. Engaging the taxpayer in this discussion helps to clarify any uncertainties and ensures that no important details are overlooked.

Conversely, simply skipping unchecked questions or marking them as verified without confirmation from the taxpayer could lead to incomplete information and potentially unfavorable outcomes for the taxpayer. Assuming that unchecked questions do not apply could also result in missed opportunities for claims or necessary compliance issues that may arise due to lack of information. Therefore, discussing these questions collaboratively fosters accuracy and promotes a thorough understanding of the taxpayer’s needs.