Search Results

Publication 5247, Volunteer Income Tax Assistance (VITA) Terms and Conditions

Form 13615, Volunteer Standards of Conduct Agreement - VITA/TCE Programs, provides information on a volunteer's certification.

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.

Form 14335, Primary Contact Information for VITA/TCE Grant Programs

Form 6729-D, Site Review Sheet, is used to measure the site’s adherence to the Quality Site Requirements (QSR), Volunteer Standards of Conduct (VSC), and to monitor site operations for Volunteer Income Tax Assistance/Tax Counseling for the Elderly (VITA/TCE) programs.

Publication 5310, VITA/TCE Tax Return Quality Review Job Aid, provides an Illustration of a VITA/TCE Tax Return Quality Review.

Publication 4942, VITA/TCE Specialty Course - Health Savings Accounts (HSA), was developed to help volunteers assist taxpayers who have an HSA. HSAs allow individuals with high-deductible health insurance to use tax-deductible contributions to pay qualified medical expenses.

Publication 5377, Fact Sheet: Practice Lab for VITA/TCE Partners and Volunteers - The Practice Lab is tax software that is integrated with Link & Learn Taxes.

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

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