Publication 5683 VITA/TCE Handbook for Partners and Site Coordinators
1025 Publ 5683 (PDF) · 2026-10-03 edition · updated 2026-10-04 · United States
Sections in this part
- VOLUNTEER HOTLINE
- CONTACT INFORMATION FOR PARTNERS, COORDINATORS, VOLUNTEERS
- CONTACT INFORMATION FOR TAXPAYERS
- TABLE OF CONTENTS
- MESSAGE FROM THE SPEC DIRECTOR
- SPEC MISSION
- BACKGROUND
- PURPOSE OF THIS HANDBOOK
- CHAPTER 1: VITA/TCE Program Guidelines
- CHAPTER 2: VITA/TCE Site Material and Ordering
- CHAPTER 3: Computer Loan Program
- CHAPTER 4: Volunteer Recruitment, Training and Certification
- CHAPTER 5: Continuing Education (CE) Credits
- CHAPTER 6: Quality Site Requirements
- QSR 1: Certification
- QSR 2: Intake/Interview and Quality Review Process
- QSR 3: Confirming Photo Identification and
- 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
- CHAPTER 7: Volunteer Standards of Conduct
- CHAPTER 8: VITA/TCE Program Policies
- CHAPTER 9: Serving Taxpayers with Disabilities
- CHAPTER 10: Tax Return Preparation, e-Services and TaxSlayer
- CHAPTER 11: Types of Site Reviews
- CHAPTER 12: Partner and Coordinator Program Resources
- FORMS AND PUBLICATIONS LINKS
- ACRONYM GLOSSARY
Stakeholder Partnerships, Education and Communication (SPEC)
Publication 5683 (Rev. 10-2025) Catalog Number 93304P Department of the Treasury Internal Revenue Service www.irs.gov
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