Get Form 13615 (sp) (rev. 10-2023). Volunteer Standards Of Conduct Agreementvita/tce Programs (spanish

Heidi, a VSC-certified volunteer, is working at the intake station. As part of her duties, she is required to explain to the taxpayer what they are expected to do today as part of the return preparation process.

In most cases a volunteer must review photo identification for every taxpayer(s) to deter the possibility of identity theft. When does the taxpayer sign the tax return?

Volunteer Standards of Conduct (VSC) Form 13615, Volunteer Standards of Conduct Agreement – VITA/TCE Programs, applies to all conduct and ethical behavior affecting the VITA/TCE programs. Volunteers must agree to adhere to the standards of conduct prior to working in a VITA/TCE free tax return preparation site.

IRS tax law certified volunteer preparer: Correct errors or omissions of information found prior to or during the interview with the taxpayer and enter on Form 13614-C prior to return preparation.

All IRS tax law certified volunteer preparers must complete the entire intake and interview processes before 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.

To become a CTEC registered tax preparer, you must: Take a 60-hour qualifying education course from a CTEC approved provider within the past 18 months. Purchase a $5,000 tax preparer bond from an insurance/surety agent. Get a Preparer Tax Identification Number (PTIN) from the IRS. Approved Lives Scan.

Prior to working at a VITA/TCE site, ALL VITA/TCE volunteers (greeters, client facilitators, tax preparers, quality reviewers, etc .) must: a. Annually pass the Volunteer Standards of Conduct (VSC) certification test with a score of 80% or higher.