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                Get Form 13206 2005-2025
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How to fill out the Form 13206 online
Filling out the Form 13206, the Volunteer Assistance Summary Report, is an essential process for reporting volunteer activity in tax assistance programs. This guide will provide you with clear steps to ensure that you can successfully complete and submit the form online.
Follow the steps to complete the Form 13206 online
- Press the ‘Get Form’ button to access the form and open it in your editing tool.
- Begin by entering the date in the designated field at the top of the form.
- Input your Site Identification Number in the appropriate section. This should begin with 'S' as per the latest guidelines.
- Specify whether your site is a Direct Site, Leveraged Site, E-file Site, or Paper Site by checking the corresponding box.
- Enter the Site Name and Site Address details to identify your location.
- Indicate any special services offered at your site, such as assistance for individuals who are hearing impaired or language assistance.
- Provide the Site Coordinator or Manager’s name, and include their mailing and email address.
- Add the phone number of the Site Coordinator or Manager in the provided format.
- Fill in the total number of volunteers previously counted at your site.
- Record the total number of new volunteers who worked for the first time at your site.
- Calculate the total number of new volunteers reported this filing season by adding the counts from step 9 and step 10.
- Enter the 'Date Certified' for each volunteer who prepares tax returns.
- Complete the volunteer list by entering names and roles for each individual. Only enter these details for first-time volunteers.
- For volunteers who worked at more than one site, indicate 'Yes' in the corresponding box and provide additional site names and programs.
- Review all entered information for accuracy before finalizing.
- At the end of your form completion, you can save changes, download, print, or share the form as necessary.
Begin filling out the Form 13206 online today to streamline your reporting process.
You can easily acquire the 10IEA form by downloading it from the IRS website or getting it through a licensed tax software. Platforms like USLegalForms further facilitate this by providing convenient access to various tax documents, including Form 13206. They offer step-by-step instructions to ensure you complete the form without unnecessary confusion.
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