Form 6729 - Site Review Sheet Page 2

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Page 2
QSR # 4: Reference Materials
Comments
13 Are all required reference materials available at the site?
Yes
No-Publication 17 not available
No-Publication 4012 not available
No-Neither publication is available
14 Is there a process which ensures all volunteer alerts are reviewed by all tax law certified
volunteers?
Yes
No
QSR # 5: Volunteer Agreement
Comments
15
Are all Forms 13615 signed and dated by the volunteer and approving official?
Yes
No-Unable to verify
No-Not signed/dated by volunteer
No-Form 13206 does not certify Forms 13615
validation
No-Not signed/dated by approving official
16 Were any violations to the Volunteer Standards of Conduct identified?
No violations identified
Yes-Violation to VSC 4
Yes-Violation to VSC 1
Yes-Violation to VSC 5
Yes-Violation to VSC 2
Yes-Violation to VSC 6
Yes-Violation to VSC 3
17 Did the site meet the components for QSR #5?
Yes
No
18 Is Publication 4836, VITA/TCE Free Tax Programs (VolTax), properly displayed at the site?
Yes
No
QSR # 6: Timely Filing
Comments
19 Are timely filing requirements met?
Yes
No-Not notifying taxpayers of rejects timely
No-Not transmitting timely
No-Form 8879 not signed
No-Not retrieving acknowledgments timely
No-Other
QSR # 7: Civil Rights
Comments
20 Is the current Civil Rights poster displayed at the first point of contact?
Yes
No
QSR # 8: Site Identification Number
Comments
21 Is the site using the correct SIDN?
Yes
No
QSR # 9: Electronic Filing Identification Number
Comments
22 Is the site using the correct EFIN?
Yes
No
QSR # 10: Security
Comments
23 Is there a process which identifies every volunteer who prepares, reviews, or changes a tax
return?
Yes
No
24 Are adequate security measures taken to protect electronic equipment?
Yes
No
25 Is taxpayer information safeguarded and properly disposed?
Yes
No
26 If Section 7216 is applicable, are consent notices properly secured and maintained?
Yes-Consent notices properly secured
N/A-Consent notices are not required
No-Consent notices not properly secured
27 Did the site meet the components for QSR #10?
Yes
No
28 Are all volunteers wearing or displaying their name to taxpayers they assist?
Yes
No
Site Operations
Comments
29 Are volunteer preparers and quality reviewers correctly addressing the virtual VITA/TCE
question in TaxSlayer?
Yes
No
30 Is the site operating information correct in SPECTRM?
Yes
No
6729
Catalog Number 61054K
Form
(Rev. 10-2017)

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