Form 6729 - Site Review Sheet
Download a blank fillable Form 6729 - Site Review Sheet in PDF format just by clicking the "DOWNLOAD PDF" button.
Open the file in any PDF-viewing software. Adobe Reader or any alternative for Windows or MacOS are required to access and complete fillable content.
Complete Form 6729 - Site Review Sheet with your personal data - all interactive fields are highlighted in places where you should type, access drop-down lists or select multiple-choice options.
Some fillable PDF-files have the option of saving the completed form that contains your own data for later use or sending it out straight away.
ADVERTISEMENT
1
2
3Date of review
6729
Department of the Treasury - Internal Revenue Service
Form
QSS Site Review Sheet
(October 2017)
Site name
SIDN
Reviewer name or SEID
A. Review conducted by
B. Type of review
C. Advanced notice
QSS Reviewer
SPEC Shopper
Other
QSS Review
SPEC Shopping
Other
Announced
Unannounced
Instructions: This form is used to measure the site’s adherence to the Quality Site Requirements (QSR), Volunteer Standards of
Conduct (VSC), and to monitor site operations for Volunteer Income Tax Assistance/Tax Counseling for the Elderly Programs. Do not
enter any information that identifies a specific person in the comments box. NOTE: The term “coordinator” includes both site
coordinators and local coordinators. Questions used to determine how to answer the measurement question are in italics. Comments
are required for answer options which are underlined. The measurement questions for determining if a site review is adhering to a QSR
are in bold. Note: Each met measurement question is valued at 10%. If all ten measurement questions are met, the site is rated at
100%.
QSR # 1: Certification
Comments
1 Are all volunteers certified in Volunteer Standards of Conduct?
Yes
No-not certified
No-unable to verify
2 Are all required volunteers certified in Intake/Interview and Quality Review?
Yes
No
3 Are all volunteers who address tax law issues certified in tax law?
Yes
No-not certified
No-unable to verify
4 Did the site meet the components for QSR #1?
Yes
No
5 Did the coordinator complete site/local coordinator training?
Yes
No
QSR # 2: Intake/Interview & Quality Review Process
Comments
6 Are all volunteers using a correct Intake/Interview & Quality Review Process for every
return?
Yes
No-Does not quality review all returns
No-Not using Form 13614-C
No-Incomplete Quality Review Process
No-Not interviewing the taxpayer
No-Using an unapproved Quality Review
Process
No-Not reviewing Form 13614-C
No-Not using Form 14446 (Virtual Site)
No-Other
7 Is there a process which ensures returns are within scope and volunteer preparers and
quality reviewers are assigned returns at their certification level?
Yes
No-Not identifying out-of-scope issues
No-Not identifying volunteer/return certification levels
No-Other
No-Not identifying reviewer/return certification level
8 Are volunteers advising taxpayers of their responsibility for the information listed on their
return?
Yes
No
9 Did the site meet the components for QSR #2?
Yes
No
QSR # 3: Confirming Photo Identification and Taxpayer Identification Numbers
Comments
10 Are volunteers using photo identification to confirm taxpayers' identities?
Yes-Photo ID's checked or exception applies
No-Not using photo identification
No-Spouse/Taxpayer not present/No Power of Attorney
11 Are volunteers confirming Taxpayer Identification Numbers (TIN) for everyone listed on the
return?
Yes
No
12 Did the site meet the components for QSR #3?
Yes
No
6729
Catalog Number 61054K
Form
(Rev. 10-2017)
ADVERTISEMENT
0 votes
Related Articles
Related forms
Related Categories
Parent category: Financial