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Preparation programs is to assist eligible taxpayers in satisfying their tax responsibilities by providing free tax return preparation. To establish the greatest degree of public trust, volunteers are required to maintain the highest standards of ethical conduct and provide quality service. Instructions: All VITA/TCE volunteers (whether paid or unpaid workers) must complete the Volunteer Standards of Conduct Training and sign Form 13615, Volunteer Standards of Conduct Agreement prior to working.

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How to fill out the Form 13615 online

Filling out Form 13615 is an important step for volunteers participating in the VITA/TCE programs. This form outlines the code of conduct required to ensure ethical and professional service to taxpayers. This guide will help you navigate the online completion of this form with ease.

Follow the steps to complete the Form 13615 online

  1. Click ‘Get Form’ button to obtain the form and open it for completion.
  2. Begin filling out the form by providing your full name. Ensure that you enter your name as you would like it to appear on official documents.
  3. In the volunteer positions section, specify any roles you will undertake in the VITA/TCE programs.
  4. Input your home street address, city, state, and ZIP code in the designated fields to ensure you can be contacted as required.
  5. Provide your email address and daytime telephone number for communication purposes.
  6. Indicate the name of your sponsoring partner or site name where you will be volunteering.
  7. Fill in the number of years you have volunteered, including the current year. This information helps the IRS track volunteer experience.
  8. Read through the standards of conduct listed on the form carefully and confirm your understanding.
  9. Sign and date the form to confirm your commitment to adhering to the volunteer standards of conduct.
  10. Save your changes, and if necessary, download, print, or share the form as required to complete the submission process.

Don't hesitate to complete your documents online today and contribute to the VITA/TCE programs.

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(1) A person who is a signing tax return preparer of any return of tax or claim for refund of tax under the Internal Revenue Code shall furnish a completed copy of the return or claim for refund to the taxpayer (or nontaxable entity) not later than the time the return or claim for refund is presented for the signature ...

All IRS-certified volunteer preparers must complete the entire intake and interview process when preparing tax returns. To promote accuracy, this process must include an interview with the taxpayer while reviewing Form 13614-C and all supporting documents prior to preparing the tax return.

The purpose of a quality review is to ensure that the taxpayer's return is accurate based on the Form 13614-C, the supporting documents provided by the taxpayer, and the interview with the taxpayer.

Depending on the severity of the issue – and whether or not your tax preparer agrees that he or she made a mistake – your tax preparer may be able to submit a correction, and he or she may offer (or have an obligation) to pay any fees, penalties, and interest that you owe.

Can you quality review the return you just prepared instead of waiting for someone else to quality review the return? A. Yes, if it is a returning taxpayer.

Form 13614-C, Intake, Interview & Quality Review, is the intake form developed by the IRS-SPEC office—the part of IRS that administers the VITA program. complete and accurate tax return.

Form 15080. (October 2022) Department of the Treasury - Internal Revenue Service. Consent to Disclose Tax Return Information to. VITA/TCE Tax Preparation Sites.

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