Consider scheduling a tour of the facilities relating to the job function prior to the actual interview. By obtaining a general understanding of the function, specific questions can be framed, and the responses can be placed into perspective. It may be necessary to remind the interviewee of this focus during the conversation. Obtain the names of relevant documents and reports so that you can later confirm the interviewee's statements. Ask whether you may contact the interviewee directly to ask any follow-up questions.
Some taxpayers prefer that such inquiries be first directed to the tax manager.
The summary of the interview should identify the name, position and area of responsibility of the person interviewed. To establish the credibility of the responses, it is also a very good idea to record the length of time that the individual has been in their present position, and any other positions that they held with the company. Ask the interviewee to sign the summary after reviewing it for accuracy. This will prevent misunderstandings from arising over what was said. Request documentation to confirm important information obtained orally during the interview.