What should be marked on pages 2 and 3 to indicate verified questions?

Marking verified questions with initials and relevant notes on pages 2 and 3 is a best practice for VITA/TCE sites. This approach ensures that there is a clear acknowledgment of the questions that have been reviewed and confirmed. It provides an audit trail for both the preparer and reviewers, ensuring that any follow-up actions or clarifications can be easily tracked.

Using initials indicates who verified the question, allowing for accountability within the team. Additionally, including relevant notes gives context to the verification process, which is particularly useful for future reference or in the event of any discrepancies. This level of detail promotes accuracy and adherence to compliance standards in tax preparation, which is vital for the integrity of the VITA/TCE program.

The other options do not offer this level of clarity and tracking, which is essential in a tax preparation environment. Leaving the pages blank, marking simple Yes or No without context, or merely circling questions may not provide sufficient documentation of the verification process, which could lead to confusion or miscommunication in the future.