1026 Form 6729 (PDF) — verbatim text

Official source: IRS Forms, Instructions & Publications (https://www.irs.gov/pub/irs-pdf/f6729.pdf), retrieved 2026-10-03. U.S. Government work (17 U.S.C. § 105).

Form 6729¶

(October 2026)

Department of the Treasury - Internal Revenue Service

Exceptions & meaning →

QSS Site Review Sheet¶

Date of review

Site name SIDN SEID

A. Review conducted by

QSS Reviewer Other

B. Type of review

QSS Remote QSS In-person Other

C. Advanced notice

Announced Unannounced

Instructions: Use this form to measure a site’s adherence to the Quality Site Requirements (QSR) and Volunteer Standards of Conduct (VSC), and to monitor site operations for Volunteer Income Tax Assistance/Tax Counseling for the Elderly (VITA/TCE) programs. Do not enter any information that identifies a specific person in the "Comments" section. Note: The term “coordinator” includes both site coordinators and local coordinators. Questions used to determine how to answer the measurement question are in italics . Comments are required for answer options which are underlined. The measurement questions for determining if a site is adhering to a QSR are in bold . Use Document 13513, QSS Site Review Job Aid for Form 6729, for guidance in completing this form.

Note: Each met measurement question is valued at 10%. If all ten measurement questions are met, the site is rated at 100%.

Page

QSR #9: Correct Electronic Filing Identification Number (EFIN)		Comments
23	Is the site using the correct electronic filing identification number? Yes No
QSR #10: Security, Privacy, and Confidentiality	QSR #10: Security, Privacy, and Confidentiality	Comments
_24 _	Are the site's computers and internet connection encrypted and password protected? Yes No-Computers without passwords No-Internet not secure No-Other
_25 _	Are adequate security measures taken to protect computers, printers, and all other equipment during and after site operating hours? Yes No
_26 _	Does the site protect, safely store and properly dispose of personally identifiable information (PII)? Yes No-PII not protected No-PII not properly disposed No-Other
_27 _	If Section 7216 is applicable, are consent notices obtained and properly secured? Yes-Consent notices are properly secured N/A-Consent notices are not required No-Consent notices are not properly secured
28	Did the site meet the components for QSR #10? Yes No
29	Does the site use the tax software features to generally limit volunteer access to tax returns based on assigned roles? Yes No
30	Do all volunteers identify themselves to the taxpayers they assist? Yes No
Site Operations	Site Operations	Comments
31	Is the site operating information correct in SPECforce? Yes No
Adherence to Quality Site Requirements	Adherence to Quality Site Requirements	Comments
32	What is the overall Quality Site Requirement Adherence Rating?	Measurement of this question is based on the answers to questions 5, 9, 13, 14, 18, 20, 21, 22, 23, and 28.

Remarks section (include any general comments and/or required comments if there was insufficient space in an individual question’s Comments section)

Catalog Number 61054K www.irs.gov Form 6729 (Rev. 10-2026)

Exceptions & meaning →