Form 6729 - Qss Site Review Sheet Page 2
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15 Is there a process which ensures all volunteer alerts are reviewed by all tax law certified
volunteers?
Yes
No
QSR # 5: Volunteer Agreement
Comments
16 Are all Forms 13615 signed and dated by the volunteer and approving official?
Yes
No-Not signed/dated by approving official
No-Not signed/dated by volunteer
No-Unable to verify
17 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
18 Did the site meet the components for QSR #5?
Yes
No
19 Is Publication 4836, VITA and TCE Free Tax Programs (VolTax), displayed at the site?
Yes
No
Comments
QSR # 6: Timely Filing
20 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
21 Is the current Civil Rights poster displayed at the first point of contact?
Yes
No
QSR # 8: Site Identification Number
Comments
22 Is the site using the correct SIDN?
Yes
No
QSR # 9: Electronic Filing Identification Number
Comments
23 Is the site using the correct EFIN?
Yes
No
QSR # 10: Security, Privacy and Confidentiality
Comments
24 Is there a process which identifies every volunteer who prepares, corrects, or changes a tax
return?
Yes
No
N/A
25 Are adequate security measures taken to protect electronic equipment?
Yes
No
N/A
26 Is taxpayer information safeguarded and properly disposed?
Yes
No
27 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
28 Did the site meet the components for QSR #10?
Yes
No
29 Are all volunteers wearing or displaying their name to taxpayers they assist?
Yes
No
Site Operations
Comments
30 Is the site operating information correct in SPECTRM?
Yes
No
Adherence to Quality Site Requirements
Comments
31 What is the overall Quality Site Requirement Adherence Rating?
Measurement of this question is
based on the answers to questions
5, 9, 13, 14, 18, 20-23, and 28.
Remarks
6729
Catalog Number 61054K
Form
(Rev. 10-2015)
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Parent category: Financial