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VITA Grant Final Report Requirements

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.

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

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

Form 14446, Virtual VITA/TCE Taxpayer Consent, is required whenever the taxpayer’s tax return is completed and/or quality reviewed in a non-face-to-face environment.

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.

Form 13977, VITA Grant Program Budget Plan

Publication 4555-E, VITA/TCE e-instructor guidance, contains the information and guidance you need to satisfy our mutual goal of providing consistent yet tailored instruction for preparing accurate and complete federal tax returns.

Publication 5101, Intake/Interview and Quality Review Training, delivers training that is designed to encourage all volunteers to follow a thorough and consistent Intake/interview and Quality Review process.