PURPOSE OF THIS HANDBOOK

The purpose of Publication 5683, VITA/TCE Handbook for Partners and Site Coordinators, is to inform you of your obligations and expectations as a partner or coordinator and help you effectively administer and operate your VITA/TCE tax preparation site. It covers the operation of the VITA/TCE program before, during, and after the tax filing season. In addition, it explains the roles and responsibilities of the partner, coordinator, and volunteer.

Both partners and coordinators should review the table of contents to become familiar with the topics covered and refer to it as needed throughout the year to assist with your site’s operations. Answers to many of the questions most asked by partners and coordinators while operating their sites can be found in this handbook.

Below are the icons that will appear throughout this handbook for ease of navigation. Hyperlinks in blue bold type will link you directly to the document, webpage, or email address. Also, the Table of Content is linked to jump to each topic listing.

Please email any suggestions for updates to this handbook or VITA/TCE program changes to partner@irs.gov and/or your local SPEC territory office.

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PURPOSE OF THIS HANDBOOK 7