This page is designed for you, the Site Coordinator. Here you will find those items you need at your site to make it efficient, quality-focused and customer friendly. While Publication 1084, IRS Volunteer Site Coordinator’s HandbooK (PDF), is the primary source of information for volunteer program coordination and site management, we hope you will find additional information here that will make your job easier.
Whether you are a returning Site Coordinator or brand new, the part you play is critical to the success of a volunteer tax assistance program. We welcome any suggestions or recommendations you may have to improve any aspect of the volunteer program.
Coronavirus (COVID-19) Tax Relief
IRS is offering coronavirus tax relief and economic impact payments.
Site Coordinator Tools
Filing Season eBooks!
eBooks are provided in the ePub format may be accessed on tablet or mobile devices. eBooks support the features and capabilities partners and volunteers want in electronic products including:
- Ability to work on most mobile devices
- Information automatically fits to the screen size of the device
- Ability to resize text graphics
- Ability to interact with hyperlinks
- Ability to highlight text
- Ability to record notes/comments and add bookmarks
- Contains interactive table of contents
- Contains key word search function
eBooks have been tested using Apple's iBooks for iPad and can be read using the Apple iPad, Barnes & Noble Nook, Samsung tablets and other dedicated eBook readers.
Note: The ePub format can be displayed on some Kindle devices with an ePub viewing app. Refer to Downloading IRS eBooks to your Device and Helpful Hints for Viewing IRS eBooks for more information.
Download these to your device now!
- Publication 4491: VITA/TCE Training Guide (PDF)
- Publication 4396-A: Partner Resource Guide (EPUB)
- Publication 1084: VITA/TCE IRS Volunteer Site Coordinator Handbook (EPUB)
- Publication 17: Your Federal Income Tax (For Individuals) (EPUB)
Quality
- Publication 5166: IRS Volunteer Quality Site Requirements (PDF)
- Publication 5347: QSS Review Results (PDF)
- Quality and Tax Alerts for IRS Volunteer Programs
- Publication 5323: Fact Sheet for SPEC Partners and Employees – Quality and Oversight Updates (PDF)
- Publication 5324: Fact Sheet for Partners and Employees – Quality (PDF)
- Publication 5325: Fact Sheet for SPEC Partners – Partner and Volunteer Training for the Filing Season (PDF)
- Publication 5353: Fact Sheet for SPEC Partners and Employees – Intake/Interview & Quality Review Policy (PDF)
Volunteer Information
Forms / Publications
- Publication 4491-W: TY 2016 Answers: Basic, Advanced, Military-International (PDF)
- Form 13614-C: Intake/Interview & Quality Review Sheet (PDF)
- Form 13715: Volunteer Site Information Sheet (PDF)
- Form 13206: Volunteer Assistance Summary Report (PDF)
- Form 6729: Site Review Sheet (PDF)
- Publication 4836: Voltax Poster (PDF)
- Publication 5141: Form 6729 Job Aid (PDF)
- Form 14308: Site Milestone Recognition (PDF)
- Publication 5140: Job Aid - Partner Site & Return Review (PDF)
- Form 6729-D: Site Review Sheet (PDF)
- Form 6729-P: Partner Return Review Sheet (PDF)
- Publication 5088: Site Coordinator’s Training (PDF)
- Form 14309: Volunteer Milestone Recognition (PDF)
- Publication 4961: Volunteer Standards of Conduct (PDF)
- Publication 4961-SP: Volunteer Standards of Conduct (Spanish) (PDF)
- Publication 4269: Language Identification Flash Card (PDF)
- Publication 5101: Intake/Interview and Quality Review Training (PDF)
- Publication 4396-A: Partner Resource Guide (PDF)
- Publication 4299: Privacy, Confidentiality and Civil Rights – A Public Trust (PDF)
- Publication 5299: VITA/TCE Quality Review Refresher (PDF)
- Publication 5310: VITA/TCE Tax Return Quality Review Job Aid (PDF)
Fact Sheets - General Information
- Fact Sheet for Partners - VITA/TCE Scope and Product Change Requests (PDF)
- Fact Sheet - Practice Lab (PDF)
- Publication 5379, Fact Sheet: Frequently Asked Questions - Link & Learn Taxes Online Courses and Certification Tests (PDF)
- Publication 5378, Link & Learn Taxes Certification Tests: Getting Started (PDF)
- Publication 5362: Fact Sheet – Continuing Education Credits (PDF)
- Publication 5363: Fact Sheet – Federal Tax Law Update Test for Circular 230 Professionals (PDF)
- Publication 5358: Fact Sheet – VITA/TCE Training and Site Materials (PDF)
- Fact Sheet - VITA/TCE Product Ordering (PDF)
- Publication 5396: Fact Sheet for VITA/TCE Sites Impacted by Federally Declared Disasters 1/1/18 – 12/ 20/19 (PDF)
- Publication 5396-A: Job Aid for VITA/TCE Volunteers: Using Form 4852 when Missing the Form W-2 or 1099-R (PDF)
- Fact Sheet - Disability Severance Pay for Veterans (PDF)
- Publication 5361: Fact Sheet – TaxSlayer Procedural Updates (PDF)
- Publication 5396-B: Casualty Loss Screening Tool (PDF)
Fact Sheets and Civil Rights Division Advisories
- Fact Sheet - Reasonable Accommodations for Taxpayers (PDF)
- Fact Sheet - When to Refer a Taxpayer to the Civil Rights Division (PDF)
- Fact Sheet - Accommodating Taxpayers With Speech Impairments (PDF)
- Fact Sheet - Accommodating Taxpayers With Cognitive Disabilities (PDF)
- Fact Sheet - Reasonable Accommodations for Taxpayers With Service Animals (PDF)
- Fact Sheet - Reasonable Accommodations for Taxpayers Who Are Blind or Low Vision (PDF)
- Fact Sheet - Reasonable Accommodations for Taxpayers Who Are Deaf or Hard of Hearing (PDF)
- Fact Sheet - Reasonable Accommodations for Taxpayers With Limited English Proficiency (LEP) (PDF)
- Fact Sheet - Reasonable Accommodations for Taxpayers Who Use Wheelchairs or Other Mobility Devices (PDF)
Loaned Equipment Procedures
- Publication 4390 VITA/TCE Computer Loan Program (PDF)
- Publication 4473 Computer Loan Program Welcome Package (PDF)
Volunteer e-file Resources