VITA Partner Resources

IRS Forms

Form Name	Purpose	Due Date
Form 13715 - Volunteer Site Information Sheet	Details on site location, contact information, hours, services offered, site coordinator, etc.	For each SIDN, submit between Oct-Dec to ensure access to TaxSlayer by filing season.*
Form 13533 - VITA/TCE Partner/Sponsor Agreement	Partner organization's agreement to follow all IRS/VITA requirements and standards.	Submit between Oct-Dec to ensure access to TaxSlayer by filing season. If operating FSA, must complete 13533-A.*
Form 15272 - VITA/TCE Security Plan	Confirms sites commitment to adhering to QSRs and all IRS/VITA privacy/confidentiality requirements.	For each SIDN, submit between Oct-Dec to ensure access to TaxSlayer by filing season.*
Form 14446 - Virtual VITA/TCE Taxpayer Consent	Outlines site's virtual (non face-to-face) practices. Grants consent from taxpayer to participate in partial or total virtual tax prep.	If any part of the tax prep process is not in-person, face-to-face, for each SIDN, complete Part I and II before filing season begins. Each client receiving partial or total virtual tax prep must sign Part III.
Form 13206 - Volunteer Assistance Summary Report	Lists all volunteers (including staff) working at tax site.	Submit February 3 but no later than February 15. As new volunteers report to the site(s), additional submissions are required by the 3rd of each month.

*Relationship Manager may provide current year Filing Season Workbook to be completed in place of Forms 13715, 13533, 15272.