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Form 13981, VITA Grant Agreement

Publication 4680, Volunteer Income Tax Assistance/Tax Counseling for the Elderly - Grant Programs

Publication 5376, VITA Grant Reporting Requirements - The Recipient is responsible for ensuring requests for information and/or documents are acted upon promptly and responded to by the requested date and to ensure all reports are timely and accurately filed throughout the grant period and until close out of the grant.

Form 15272, VITA/TCE Security Plan, provides information on the procedures used at the VITA/TCE site location to help maintain the security of taxpayer information and adherence to the security requirements outlined in Publication 4299, Privacy, Confidentiality, and Civil Rights – A Public Trust.

Publication 5450, VITA/TCE Site Operations, offers in-person partners with alternative strategies for preparing tax returns during the filing season.

Publication 5451, VITA/TCE Volunteer Orientation, will familiarize you with the roles and responsibilities of a VITA/TCE Volunteer.

Form 13979-A, VITA Grant Budget and Narrative

Publication 5088, VITA/TCE Site Coordinator Training, covers general requirements and resources for coordinators of VITA/TCE program sites.

Publication 5176, VITA/TCE Partner Template Toolkit - The templates in this toolkit have been created for official partners of the IRS to use as part of their outreach products, in support of IRS tax return preparation assistance.

Publication 5299, VITA/TCE Quality Review Refresher, explains the concept of a quality review.