Form 6729 - Site Review Sheet
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1
2Department of the Treasury – Internal Revenue Service
Date of
6729
Form
Site Review Sheet
(Rev. January 2009)
Review:
Site Name:
SIDN:
Reviewer SEID:
RM
Review conducted by:
SOI Cadre
TC non-RM
TM
Partner
Other
Type of QIP Review:
Site Type:
Advanced Notice:
SOI
E-fiIe
Paper Only
Announced
Unannounced
Criteria
Post Shopping
Instructions: Use this form to record whether the site is following operating standards as outlined in Publication 1084, IRS
Volunteer Site Coordinator’s Handbook, Publication 3189, Volunteer E-file Administrator’s Guide and/or Publication 1101,
Publication 4671, Application Package and Guidelines for Managing a TCE or VITA Grant Program. Additional information
may be found in SPEC Site review guidelines and in IRM 22.30. Do not enter any information that identifies a specific person
in the comments box. Detail corrective actions in the comments box.
Comments
Training Return Preparation
YES
NO
N/A
1 How was Site Coordinator training received?
Interactive
None
Link and Learn Taxes
Self Study
2 Did verification reveal all required volunteers today are
certified?
3 Is Publication 4012, Volunteer Resource Guide,
available for use at the site?
4 Is Publication 17, Your Federal Income Tax For
Individuals, available for use at the site?
5 Which method does the site generally use to conduct Quality Reviews
on all returns?
Self-review
Designated Review
Peer Review
None
6 What type of Quality Review tool did you observe the site completing
to review returns?
Form 8158 or 13614C
None
IRS Approved Partner
Unapproved Partner
Developed Form
Developed Form
7 What type of Intake and Interview tool did you observe the site
completing to prepare returns?
Form 13614C
TaxWise Option
None
IRS Approved Partner
Unapproved Partner
Developed Form
Developed Form
Site Operations
Comments
YES
NO
N/A
8 Does the site prepare out-of-scope returns?
9 Did you observe Title VI, Your Civil Rights Are
Protected, information available at the site?
10 Is the current site operating information recorded in
STARS correctly?
11 Did verification reveal the site is using the correct
SIDN?
12 Did verification reveal all volunteers are receiving
current Volunteer Quality Alerts?
13 Did verification reveal all volunteers are receiving
current Quality Site Requirement Alerts?
14 Does the site offer loans against the taxpayer’s
refund? (such as RALS, IRALS, IRAC, Debit
cards, etc.)
6729
Form
(Rev. 1-2009)
Catalog Number 61054K
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