CHAPTER 2-1 Site Material — 1025 Publ 5683 (PDF)

SPEC is committed to providing timely, relevant and accurate electronic and printed products for internal and external use. These products help ensure quality tax return preparation for our free tax preparation programs. Updated site material is expected to be available electronically on IRS.gov by the beginning of November.

The following list of site materials is not all-inclusive.

Document Number	Product	Printed	Electronic	eBook	Comments
Doc 13123		X			This product is in limited supply. Returning volunteers should keep their ID holder to use each year. Partners should contact their relationship manager to order this product.
Form 6744	VITA/TCE Volunteer Assistor’s Test/Retest	X	X	X	Must enter answers into Link & Learn Taxes online certifications.
Form 9234	Volunteer Certificate of Appreciation	X			Ordering procedures for this product have changed. Contact your relationship manager for details. Also available in Spanish.
Form 13206	Volunteer Assistance Summary Report		X
Form 13357	Community Service Leadership Certificate of Appreciation	X			Ordering procedures for this product have changed. Contact your relationship manager for details. Also available in Spanish.
Form 13446	Internal Customer Certificate of Appreciation	X			Ordering procedures for this product have changed. Contact your relationship manager for details. Also available in Spanish.
Form 13533	VITA/TCE SPEC Partner Sponsor Agreement		X		VITA/TCE SPEC Partner Sponsor Agreement

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Document Number	Product	Printed	Electronic	Comments	Required at Site
Form 13533-A	FSA Remote Sponsor Agreement		X
Form 13614-C	Intake/Interview and Quality Review Sheet	X	X	Printed on yellow paper. Not available for AARP Tax Aide. Available electronically in multiple languages.	X
Form 13614-C (sp)	Intake/Interview and Quality Review Sheet – Spanish version	X	X	Printed on GREEN paper. Not available for AARP Tax Aide.	X
Form 13614-NR	Nonresident Alien Intake and Interview Sheet	X	X	Printed on white paper. Not available for AARP Tax Aide.	X *Required at Foreign Student sites
Form 13615	Volunteer Standards of Conduct Agreement – VITA/TCE Programs		X
Form 14446	Virtual VITA/ TCE Site Model Taxpayer Consent		X	Available in multiple languages.
Form 15272	VITA/TCE Security Plan		X	Approved security plans for each site must be maintained by the territory office. Territory offices must inform partners of the approval and SPEC encourages the territory to send a copy of the approved form to the partner.

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Document Number	Product	Printed	Electronic	eBook	Comments	Required at Site
Pub 17	Your Federal Income Tax (For Individuals)	X				X
Pub 730 (en-sp)	Important Tax Records Envelope	X			Not available for AARP Tax-Aide. Other partners must continue using their remaining stock from last year before reordering.
Pub 3676-A (en-sp)	IRS Certified Volunteers Providing Free Tax Preparation (Poster)	X	X		Orders of more than 3 posters per site require a business justification.
Pub 3711	VITA/TCE Certificate Holder	X			For use with appreciation certificates. Ordering procedures for this product have changed. Contact your relationship manager for details.
Pub 3753	If you want to improve the IRS – Speak Up		X
Pub 4011	VITA/TCE Foreign Student and Scholar Volunteer Resource Guide	X	X	X		X *Required at Foreign Student sites
Pub 4012	VITA/TCE Volunteer Resource Guide	X	X	X		X
Pub 4012-A	VITA/TCE Volunteer Resource Guide with Updates		X		Pub 4012 updated with the changes included in the 4491-X. Available in February.

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Document Number	Product	Printed	Electronic	eBook	Comments	Required at Site
Pub 4053 (en-sp)	Welcome! Do you require service in any language other than English?		X
Pub 4299	Privacy, Confidentiality and Civil Rights – A Public Trust		X			X
Pub 4491	VITA/TCE Training Guide		X	X
Pub 4491-X	VITA/TCE Training Supplement		X		Available mid-January on IRS.gov
Pub 4555-E	VITA/TCE e-instructor guidance		X	X
Pub 4695	VITA/TCE Puerto Rico Volunteer Test	X	X
Pub 4696	VITA/TCE Puerto Rico Volunteer Resource Guide	X	X			X *Required at Puerto Rico sites
Pub 4836	VITA/TCE Free Tax Programs – VolTax Poster		X			X

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Document Number	Product	Printed	Electronic	Comments	Required at Site
Pub 4836 (sp)	VITA/TCE Free Tax Programs – VolTax Poster – Spanish Version		X		X
Pub 4961	VITA/TCE Volunteer Standards of Conduct – Ethics Training		X	Also available in Spanish.
Pub 5055	Facilitated Self- Assistance (FSA) Tabletop Sign	X		This pub is in limited supply. Partners who currently have the sign should keep their copy to use each year. Partners should contact their relationship manager before attempting to order this product.
Pub 5088	VITA/TCE Site Coordinator Training		X
Pub 5101	VITA/TCE Intake/ Interview and Quality Review Training		X
Pub 5166	VITA/TCE Volunteer Quality Site Requirements		X
Pub 5683	VITA/TCE Intake/ Interview and Quality Review Handbook		X	Consolidation of Intake/ Interview and Quality Review processes.

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