Get Form 15272 (rev. 10-2024). Vita/tce Security Plan

This guide offers clear and detailed instructions on how to complete Form 15272 (Rev. 10-2024), the VITA/TCE Security Plan, ensuring that your site adheres to security guidelines effectively. Whether you are filling out this form for the first time or require a refresher, the following steps will support you in completing the necessary information accurately.

Follow the steps to successfully fill out the form.

1. Press the ‘Get Form’ button to initiate your access to the document. This allows you to download the form and open it in your chosen online application.
2. Begin the form by filling out the site name and site address. Ensure that all details are correct and reflect the location where the VITA/TCE services will be provided.
3. Enter the partner name and EFIN (Electronic Filing Identification Number). These identifiers are essential for tracking and verifying each site’s official status.
4. Select the type of software being used from the options provided, such as TaxSlayer online or TaxSlayer desktop. Specify any additional software under 'Other'.
5. Complete the section titled 'Site Coordinator' by listing the name, role, telephone number, and email address of the person responsible for site operations.
6. Fill out the equipment inventory log. This includes identifying the type and quantity of IRS-owned, partner-owned, and volunteer-owned equipment used at the site.
7. For Section I - Security Requirements, respond to each question (1-12) as applicable to your site, indicating 'Yes' or 'No' and providing explanations where necessary. Reference Publication 4299 for clarification on security requirements.
8. If applicable, proceed to Section II - Virtual VITA/TCE Process. Here, select the appropriate Virtual VITA/TCE model and describe the process in detail, including appointment scheduling and taxpayer authentication.
9. Fill out any required disclaimers in Part III, ensuring you acknowledge the approval of security requirements and virtual processes by obtaining the necessary signatures.
10. After completing all sections of the form, you can save your changes, download a copy for your records, print it, or share it with relevant stakeholders.

Complete your Form 15272 online today to ensure compliance with security standards.