FORM 6729-F 
(Rev. 11-2011)
Field Site Visit
Catalog Number 56946V

Provided by the IRS AMC
(Alternative Media Center)
Contract No. 545-151/34899

Pages 1-2

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Form 6729-F (Rev. Nov. 2011) Field Site Visit
Department of the Treasury
Internal Revenue Service
Catalog Number 56946V
publish.no.irs.gov
SIDN: ----
Date of Visit: ----
SEID: ----
Instructions: Use this form to record the results of the Field Site Visit. Do not complete this form while at the site. Please avoid entering any personally identifiable information (PII) on this form. There is no requirement that every topic be discussed during every Field Site Visit. Comment fields are provided to capture information obtained during the visit.
Check Yes if the topic was discussed.
Check No if the topic was not discussed or does not apply.
A; Purpose of Visit; Yes; No; Comments
1; Assistance (i.e. Filing Season Readiness); --; --; ----
2; Site Set-Up; --; --; ----
3; Follow-Up Visit; --; --; ----
4; Certifying Acceptance Agent Site; --; --; ----
5; Schedule C Pilot Site; --; --; ----
6; Other (Executive Visits, EITC Day, etc.); --; --; ----
B; Quality Site Requirements--I Discussed:; Yes; No; Comments
7; QSR #1--Certification; --; --; ----
8; QSR #2--Intake/Interview Process; --; --; ----
9; QSR #3--Quality Review Process; --; --; ----
10; QSR #4--Reference Materials; --; --; ----
11; QSR #5--Volunteer Agreement; --; --; ----
12; QSR #6--Timely Filing; --; --; ----
13; QSR #7--Title VI; --; --; ----
14; QSR #8--Site Identification Number (SIDN); --; --; ----
15; QSR #9--Electronic Filing Identification Number (EFIN); --; --; ----
16; QSR #10--Security, Privacy, and Confidentiality; --; --; ----
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C; Administrative--I Discussed:; Yes; No; Comments
17; New Policy/Procedures; --; --; ----
18; E-file Procedures (Top Reject Codes/E-file Growth, Software Operations); --; --; ----
19; Accuracy of SPECTRM Data (Site, Contact, Partner Information); --; --; ----
20; Partner Conducted Site/Return Reviews; --; --; ----
21; Equipment; --; --; ----
22; Fraud Awareness and Prevention; --; --; ----
23; VolTax Referral Procedures; --; --; ----
24; Direct Deposits; --; --; ----
25; Savings Bonds; --; --; ----
26; Debit Cards; --; --; ----
27; Split Refunds; --; --; ----
28; Balance Due Return Payment Options; --; --; ----
29; Facilitated Self Assistance (Includes FAST); --; --; ----
30; Virtual VITA/TCE Model; --; --; ----
31; Procedures for Schedule C Pilot Program; --; --; ----
32; Other (Comments Required); --; --; ----
D; Certifying Acceptance Agent--I Discussed:; Yes; No; Comments
33; Form W-7 Completion; --; --; ----
34; Record Keeping/Retention Requirements; --; --; ----
35; Form W-7 Submission and Minimum Requirements; --; --; ----
Remarks: ----