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Publication 5683 VITA/TCE Handbook for Partners and Site Coordinators›CHAPTER 1: VITA/TCE Program Guidelines

CHAPTER 1-4: Guidelines for Closing Your Site

1025 Publ 5683 (PDF) · 2026-10-03 edition · updated 2026-10-04 · United States

At the end of the filing season, ensure that your site is closed properly. The following actions should be taken:

  • Ensure no taxpayer information is left at the site.

  • Dispose of all unused forms (recycle if possible).

Check with your RM to see if Publication 730 (en-sp), Important Tax Records - Envelope (English and Spanish Version), can be used for the next filing season.

  • Submit a revised Form 13715, Volunteer Site Information Sheet, to your SPEC relationship manager with your post filing season days and hours, if applicable.

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

  • Deactivate Users in TaxSlayer so volunteers are not able to access taxpayer data after filing season.

  • Follow IRS procedures for backup, deleting returns from the hard drive, uninstalling the software, and hard drive cleanup for sites using TaxSlayer Pro Desktop software.

  • Follow procedures in Publication 4473, Computer Loan Program - Welcome Package, for returning IRS loaned equipment.

  • Ensure Forms 8453, U.S. Individual Income Tax Transmittal for an IRS e-file Return, are sent to the Austin Submission Processing Center as required.

  • Arrange appropriate recognition event for volunteers and encourage them to return next filing season.

Evaluating the Filing Season

SPEC is interested in what it can do to improve the VITA/TCE program. Be sure to discuss your ideas with your SPEC relationship manager.

  • Share suggestions throughout the filing season that will improve site operations.

  • Meet with your volunteers to thank them for their work and to get their suggestions for program improvement.

  • Provide a summary of best practices and lessons learned

14 CHAPTER 1: VITA/TCE Program Guidelines

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1025 Publ 5683 (PDF)

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