Wizard

Wizard

Form 13715

(Rev. 10-2022)

Volunteer Site Information Sheet

OMB Number 1545-2222

Catalog Number 43863F

0% Complete

Instructions
0% Complete

Information
0% Complete

Operating Hours
0% Complete

Coordinator/ Contact
0% Complete

Review
0% Complete

Submitted/ Download

Instructions

Important Things You Should Know

Purpose: The IRS toll-free assistance line and the VITA Site Locator Tool on irs.gov use the information you provide on this form to help taxpayers locate the nearest volunteer tax preparation site. Fill-in the information below carefully and ensure it is accurate and complete. Return the completed form to your local IRS contact. If the site information changes after submitting this form, please provide your local IRS contact with the updated information immediately.

Site Information

All fields marked with an asterisk (*) are required.

Please select the Territory Office or National Partner that applies to you.

Note: If you are not sure of which Territory Office or National Partner to send this form to, please contact your Relationship Manager to confirm.

Date

You may press the spacebar to open the calendar.

Revised Yes

Revised No

Revised form

Yes

No

Site Name

Site address

City State Zip

City

State

ZIP code

Please enter 5 or 9 digit zip code for partner or site. Please include if providing 9 digit zip. ex. 11111-1111.

Site Identification Number

Site identification number must be the letter 'S' followed by 8 digits

Program type

First day open

You may press the spacebar to open the calendar.

Last day open

You may press the spacebar to open the calendar.

Languages offered

Public Yes

Public No

Is the site open to public

Yes

No

Appointment Yes

Appointment No

Is the site an appointment only site

Yes

No

Contact name and phone number

Contact Name

Contact Phone Number

Enter contact phone number with no spaces or dashes ie 9999999999

Mobile Yes

Mobile No

Is the site a mobile only site

Yes

No

Prior Yes

Prior No

Does site prepare prior year returns

Yes

No

Caa Yes

Caa No

Does the site offer Certifying Acceptance Agent (CAA) service

Yes

No

Alternative Yes

Alternative No

Does the site use and Alternative Filing Method for return preparation

Yes

No

Select one and type additional methods

Docu

Fax

Get

Google

Taxslayer Portal

Taxslayer Scanned

Zoom

Other

What service systems are used to support virtual return preparation for this site?

DocuSign

Fax machines and/or phone calls

Get Your Refund

Google docs

TaxSlayer taxpayer customer portal

TaxSlayer taxpayer scanned documents

Zoom of other video conferencing system

Other system

Select all that apply

Other system

Voter Reg Yes

Voter Reg No

Does your VITA/TCE site offer voter registration assistance to customers/taxpayers at any time during the year

Yes

No

Asset Building Yes

Asset Building No

Does the site off Financial Education and Asset Building Services if "Yes", Relationship Manager is required to complete Form 14099-SPEC

Yes

No

Non Res Yes

Non Res No

Does the site Prepare Non-Resident Alien/Foreign Student/Scholar Returns

Yes

No

Sec Plan Yes

Sec Plan No

Has Form 15272, Vita/TCE Security Plan, or equivalent been submitted to the Territory Office

Yes

No

F Efile Yes

F Efile No

Federal e-file

Yes

No

S Efile Yes

S Efile No

State e-file

Yes

No

Site Operating Hours

Monday

Open

Close

Open

Close

Comments

e.g. holiday closures, alternative opening times

Tuesday

Open

Close

Open

Close

Comments

e.g. holiday closures, alternative opening times

Wednesday

Open

Close

Open

Close

Comments

e.g. holiday closures, alternative opening times

Thursday

Open

Close

Open

Close

Comments

e.g. holiday closures, alternative opening times

Friday

Open

Close

Open

Close

Comments

e.g. holiday closures, alternative opening times

Saturday

Open

Close

Open

Close

Comments

e.g. holiday closures, alternative opening times

Sunday

Open

Close

Open

Close

Comments

e.g. holiday closures, alternative opening times

Site Coordinator or Contact

All fields marked with an asterisk (*) are required.

Name

Address

Street

City or town

State

Zip code

Please enter 5 or 9 digit zip code for partner or site. All zeros is not accepted. Please include if providing 9 digit zip. ex. 11111-1111.

Phone number

Enter phone number with no spaces or dashes ie 9999999999

Best time to call

Am

Pm

AM or PM

AM

PM

Email address

Include @ symbol

Review your information below. Form is for review purposes only. If changes are needed please use web form.

Review

You can choose to submit form electronically or download the PDF to submit by fax or mail. You can still download PDF after submitting electronically for you records.

Submit Electronically

Download PDF

Your Form Has Been Submitted

Download PDF for your records