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Form 13978, Projected Operations VITA Grant Program Application Plan

Publication 5140, VITA/TCE Site and Return Reviews for SPEC Partners, is designed to assist sponsoring partners when conducting site reviews and return reviews at sites they sponsor.

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 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 4390, VITA/TCE Computer Loan Program - Guidance and Resources, provides contact information for reporting a problem, getting helpful information and numbers, getting support for missing or damaged items, and returning the computer.

Publication 4152, Electronic Toolkit for Nonresident Alien VITA/TCE Sites, contains several optional tools, including a copy of a PowerPoint presentation for volunteers who assist foreign students and scholars.

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