1025 Publ 5088 (PDF)

Official source: IRS Forms, Instructions & Publications (https://www.irs.gov/pub/irs-pdf/p5088.pdf), retrieved 2026-10-03. U.S. Government work (17 U.S.C. § 105).

---

TAXPAYER SERVICES STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

Publication 5088 (Rev. 10-2025) Catalog Number 62929S Department of the Treasury Internal Revenue Service www.irs.gov

Publication 5088 (Rev. 10-2025) Catalog Number 62929S Department of the Treasury Internal Revenue Service www.irs.gov

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

During this training, we will:

1. Discuss VITA/TCE Program Guidelines

2. Review Computer Loan Program

3. Review Volunteer Recruitment, Training and Certification

4. Discuss Continuing Education (CE) Credits

5. Review Quality Site Requirements

6. Review Volunteer Standards of Conduct

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

During this training, we will:

7. Discuss VITA/TCE Program Policies

8. Review Tax Return Preparation, e-Services and TaxSlayer

9. Review Types of Site Reviews

10. Discuss Partner and Coordinator Program Resources

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

Site Coordinator Training includes information from several key resources including:

• Publication 5683 , VITA/TCE Handbook for Partners and Site

Coordinators

• Publication 4299 , Privacy, Confidentiality, and Civil Rights – A Public

Trust

• Publication 5838, VITA/TCE Intake/Interview and Quality Review

Handbook

• Publication 5166, VITA/TCE Volunteer Quality Site Requirements

• Publication 4961, VITA/TCE Volunteer Standards of Conduct - Ethics

Training

• Section K, Quality Review Checklist, in Publication 4012, VITA/TCE

Volunteer Resource Guide

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

• Publication 4473, Computer Loan Program – Welcome Package

  • Publication 4390, VITA/TCE Computer Loan Program - Guidance and Resources

  • Publication 5547, Job Aid - SPEC Over-the-Phone Interpreter (OPI) Service for SPEC Partners, Site Coordinators, and Employees

  • Publication 5633 , Over-The-Phone (OPI) Languages

  • Form 15373 , VITA/TCE Free Tax Preparation Using Over-the- Phone Interpreter (OPI) Services

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

Site Coordinator Corner is designated for VITA/TCE site coordinators to access resources to make sites efficient, quality focused and customer friendly.

Site Coordinator Resources:

• VITA Partner Best Practices

• Filing Season eBooks

• Quality Products

• Forms/Publications

• Fact Sheets: General Information

• Loaned Equipment Procedures

• Over-the-Phone Interpreter (OPI)

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

• Maintaining program integrity and protecting personally identifiable information (PII)

• Ensuring the organization follows Title VI of the Civil Rights Act of 1964

• Recruiting, training, and certifying all volunteers and volunteer coordinators

• Preparing a comprehensive marketing plan

• Requesting a site identification number (SIDN) and applying for an electronic filing identification number (EFIN)

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

• Obtaining equipment compatible with the electronic filing program (computers, printers, and printer cartridges)

• Ordering IRS training materials, site forms/publications, and software

• Overseeing site operations and ensuring adherence to all Quality Site Requirements at every site

• Maintaining effective lines of communication with coordinators, SPEC relationship managers and volunteers within your network

• Paying tribute to volunteers

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

• Recruiting and supervising volunteers

• Determining site’s days and hours of operation

• Ensuring Volunteer Standards of Conduct are followed by everyone that volunteers

• Ensuring all Quality Site Requirements are followed by all volunteers

• Discussing Volunteer Tax Alerts, Quality Site Requirement Alerts, and CyberTax Alerts

• Serving as the Responsible Official, applying for and/or maintaining an EFIN as required by the partner

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

Complete and send to your relationship manager:

• Form 13533, VITA/TCE Partner Sponsor Agreement

• Form 13533-A, FSA Remote Sponsor Agreement (if applicable)

• Form 13715, Volunteer Site Information Sheet

• Form 13206, Volunteer Assistance Summary Report

• Form 13615, Volunteer Standards of Conduct Agreement-VITA/TCE Programs

• Form 15272, VITA/TCE Security Plan

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

• Promote electronic filing (e-file)

• Improve return accuracy

• Provide free tax return preparation services through IRS-certified volunteers to underserved communities, including taxpayers with low to moderate incomes, taxpayers with disabilities, elderly taxpayers, and taxpayers with limited English proficiency (LEP)

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

• Training and educating volunteers and taxpayers

  • Communicating with taxpayers

  • Promoting VITA/TCE activities

  • Electronic tax return preparation and filing

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

• Commercial purposes

  • Gaming

  • Collateral, exchange, or sale

  • Personal Use

• Do not leave the laptop or printer in a vehicle where it is visible

  • Do not leave the laptop or printer unattended in a public location

  • Do not leave the laptop or printer in unlocked closets or cabinets

  • Do not expose the laptop or printer to extreme heat or cold

  • Do not expose the laptop or printer to hazards

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

• Notify IRS immediately

  • Provide all available information to your local SPEC territory office

  • Notify law enforcement immediately

Publication 4473, Computer Loan Program – Welcome Package, Publication 4390, VITA/TCE Computer Loan Program, and Publication 5683, VITA/TCE Handbook for Partners and Site Coordinators .

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

Laptops:

• By May 15 ^th unless the site continues to operate after April 15 ^th

• Arrange for an extension with your local SPEC territory office

• November 1 ^st is the final Depot receipt day

Printers:

• Contact your local SPEC territory office

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

Your role as a SPEC partner is crucial for the success of the VITA/TCE program. Some of the partner responsibilities include:

• Maintain integrity of VITA/TCE Program

• Protect taxpayer information

• Submit required forms and tax returns timely

• Ensure certification of volunteers

• Set up VITA/TCE program for success

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

Volunteer roles include:

• IRS-Tax Law Certified Volunteer Preparer

• Designated or Peer-to-Peer Quality Reviewer

• Volunteer Greeter

• Volunteer Screener/Client Facilitator

• Volunteer Interpreter

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

Partners need to ensure that all volunteers receive training on the policies and procedures that are essential to the VITA/TCE program. At a minimum, this training must include a review of the Quality Site Requirements (QSR) and Volunteer Standards of Conduct (VSC).

For more information see Publication 5683

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

• Volunteer Standards of Conduct (Pub 4961)

  • Intake/Interview and Quality Review (Pub 5838, Pub 5101)

  • Site Coordinator (Pub 5088)

  • Basic

  • Advanced

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

There are several options for completing site coordinator training:

• Attend training sessions held by your local territory office

• Attend partner-provided training

• Review Publication 5088 via self-study

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

The VITA/TCE program is approved to provide IRS Continuing Education (CE) credits for:

• Enrolled Agents (EA)

• Non-credentialed tax return preparers participating in the IRS Annual Filing Season Program (AFSP)

• California Tax Education Council (CTEC) and Registered Tax Preparer (CRTP)

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

QSR #1: Certification

QSR #2: Intake/Interview and Quality Review Process

QSR #3 : Confirming Photo Identification and Taxpayer Identification Numbers (TIN)

QSR #4: Reference Materials

QSR #5: Volunteer Agreement

QSR #6: Timely Filing of tax returns

QSR #7: Civil Rights

QSR #8: Correct Site Identification Number (SIDN)

QSR #9: Correct Electronic Filing Identification Number (EFIN)

QSR #10: Security, Privacy, and Confidentiality

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

VSC #1: Follow all Quality Site Requirements (QSR)

VSC #2: Do not accept payment, ask for donations, or accept refund payments for federal or state tax return preparation from customers.

VSC #3 : Do not solicit business from taxpayers you help or use the information gained about them (taxpayer information) for any direct or indirect personal benefit for yourself, any other specific individual or organization.

VSC #4: Do not knowingly prepare false returns.

VSC #5: Do not engage in criminal, infamous, dishonest, notoriously disgraceful conduct, or any other conduct considered to have a negative effect on the VITA/TCE program.

If conduct violating the standards occurs at a VITA/TCE site, IRS-SPEC will

then discontinue its relationship and remove any government property from the site.

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

Which publication is the primary source of information for VITA/TCE program coordination and site management?

A. Pub 4012 B. Pub 4491 C. Pub 5683 D. Pub 17

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

• Return Preparer Misconduct

  • Solicitation of Donations

  • Financial Institutions and RAC/RAL Policy

  • Privacy, Confidentiality, and Civil Rights

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

Return Preparer Misconduct normally involves the orchestrated preparation and filing of false income tax returns (in either paper or electronic form), including Form 1040-X, Amended U.S. Individual Income Tax Return, by unscrupulous preparers who may change direct deposit information or claim, for example: inflated personal or business expenses, false deductions, and fraudulent tax credits such as the Earned Income Tax Credit (EITC).

For more information refer to Publication 4961, VITA/TCE Volunteer Standards of Conduct - Ethics Training

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

The VITA/TCE volunteer income tax preparer prepared a correct return but intentionally misdirects the refund by placing the volunteer’s bank account information on the tax return without the taxpayer’s knowledge or consent.

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

The taxpayer signs Form 8879 , IRS e-file Signature Authorization, and receives the expected refund, but later becomes aware of inflated items added but the taxpayer did not receive the inflated amount of the refund. .

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

• Refer to Form 14157-A, Tax Return Preparer Fraud or Misconduct Affidavit and Form 14157, Return Preparer Compliant.

• Follow the mailing instruction indicated on the Form 14157-A to submit the completed forms and documentation.

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

SPEC encourages partnering with banks or credit unions to promote unbanked taxpayers to open bank accounts. However, sites and volunteers cannot offer clients refund anticipation loans (RAL) or refund anticipation checks (RAC) when preparing federal or state tax returns.

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

Guidance for banks or credits unions who partner with VITA/TCE:

• Explain tax services remain free of cost

• Enrollment information tables must remain separate

• Offers must be announced using general terms

• Avoid the appearance of endorsement or preferential treatment

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

Example 1

Social media post:

“These five sites resulted in $2,000,000 in refunds going back to the ABC community.”

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

Example 2

Social media post

“As of today, 2,500 returns were prepared at 123 site. Visit us.”

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

Partners must identify:

• The intended purpose of the disclosure or use.

• The recipients and describe the specific authorized disclosure or use of the information.

• The specific taxpayer information to be used or disclosed.

“ Disclose” and “use” consents must be separate documents and cannot be combined. If a taxpayer denies either of these consents, the return can still be e-filed.

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

• Publication 4299, Privacy, Confidentiality, and Civil Rights - A Public Trust

• Section 7216 Frequently Asked Questions

• Publication 5683, VITA/TCE Handbook for Partners and Site Coordinators

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

Send written complaints to:

Internal Revenue Service Civil Rights Unit 1111 Constitution Avenue, NW, Room 2413 Washington, DC 20224

For all inquiries concerning taxpayer civil rights, contact IRS at the address referenced above or email civil.rights.division@irs.gov

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

An organization that partners with the IRS to provide free tax preparation may NEVER solicit voluntary donations at a VITA and TCE site to support its charitable activities if the solicitation:

A. True B. False

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

Access IRS e-file Application to Become an Authorized IRS e-file Provider

Complete and Submit Your IRS e-file Application

Processing the e-file Application

Acceptance or Denial of an e-file Application

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

• Quick Alerts

  • IRS Social Media

  • Publication 3112, IRS e-file Application and

Participation

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

• High Speed Internet Access

  • A modern Web Browser (i.e., Google Chrome, Safari, Microsoft Edge)

  • Adobe Reader installed on your device.

  • Windows 11 with the latest updates

  • Windows 10 version 22H2 (Microsoft retirement date: October 14,

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

TaxSlayer Pro recommends the following for running the software at optimal performance:

• Computer: Processor with a minimum CPU Mark score of 7500 for the computer designated as the file server or a minimum score of 5000 for a workstation

• Memory: 8 GB of Ram

• Disk Space: 1 GB per tax year (for desktop)

• Internet Connection: High Speed Internet Connection

• Browser: The latest version of Microsoft Edge, Chrome or Firefox

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

Six predefined security role for each user:

• Administrator

• Superuser

• Preparer Current Year

• Preparer All Years

• Interviewer

• Reviewer

For a listing of actions included in the predefined security roles, search “security role definition” on the TaxSlayer VITA/TCE Blog.

The role of Superuser should not be assigned to all volunteers.

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

TaxSlayer Software Security

• Deactivate usernames

• Modify users’ permissions, as appropriate

• Use the pre-populated security templates

• Do not use generic usernames or passwords

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

TaxSlayer Pro Online and Desktop software allows sites the ability to prepare federal, state and local individual tax returns for the current tax year and previous five tax years: 2024, 2023, 2022, 2021 and 2020.

Sites can only electronically file federal and participating state

2024 and 2023.

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

• Name, filing status, taxpayer identification number (SSN/ITIN), date of birth, and phone number

  • Dependents (including date of birth,

SSN/ITIN, and relationship)

• W-2/W-2PR employers (employer

identification number (EIN) database)

• Form 1099-R (payer EIN database)

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

The VITA/TCE Springboard at https://vita.taxslayerpro.com

• VITA/TCE Practice Lab (training videos and practice problems)

• VITA/TCE Blog (software news, Suggestion Box, Volunteer Time)

• Volunteer Tax Alerts and Quality Site Requirement Alerts

• Searchable VITA/TCE Knowledgebase

TaxSlayer Pro Support for VITA/TCE via:

• Phone: 800-421-6346

• Chat: Inside live returns

• Email: Support@vita.taxslayerpro.com

Include your SIDN, EFIN and error message in your communication with TaxSlayer Support.

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

• Partner and Volunteer Resource Center

  • Partner@irs.gov

  • Where’s My Refund

  • Taxpayer Advocate Service

  • SPEC Over-the-Phone Interpreter (OPI)

  • Volunteer Tax Alerts (VTA)

  • Quality Site Requirement Alerts (QSRA)

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

Available OPI Services:

• Quality site reviews

• Field site visits

• Return reviews

All employees/partners must complete the annual SPEC OPI training on Link and Learn Tax each year. Once the training is completed, the OPI PIN is activated for use. The prerequisite to this course is the Volunteer Standards of Conduct Training.

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

At the end of the filing season, ensure your site is properly closed. Actions to take :

• Ensure no taxpayer information is left at the site

• Submit a revised Form 13715, Volunteer Site Information Sheet, to your SPEC relationship manager, if applicable.

• Make sure all returns have been filed, and all rejects have been resolved

• Deactivate users in TaxSlayer or other tax preparation software

Encourage your volunteers to return next filing season.

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

During this training, we:

1. Discussed VITA/TCE Program Guidelines

2. Reviewed Computer Loan Program

3. Reviewed Volunteer Recruitment, Training and Certification

4. Discussed Continuing Education (CE) Credits

5. Reviewed Quality Site Requirements

6. Reviewed Volunteer Standards of Conduct

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

During this training, we will:

7. Discussed VITA/TCE Program Policies

8. Reviewed Tax Return Preparation, e-Services and TaxSlayer

9. Reviewed Types of Site Reviews

10. Discussed Partner and Coordinator Program Resources

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)

TAXPAYER SERVICES, STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC)