IRS Required Site Coord. Training-TY2022

The Basics:
 
The Site Coordinator Training based on Pub 5088 has been broken down into two parts, and SPEC has said that Site coordinators should plan to attend both sessions. As always, you must register through each link to attend its associated session. They are web only sessions, there will be Q&A and the recordings will be available to view throughout the filing season, but you must register if you wish to view the recordings after the fact.  


 
Agendas:
 
Site Coordinator Training Session for 2023 Filing Season--Part 1 (11/10)
  • Publication 5683, Handbook for Partners and Coordinators
  • Quality Site Requirements
  • Volunteer Standards of Conduct
  • Coordinator Roles and Responsibilities
  • Certifications and Continuing Education Credit
  • Milestone Recognition
  • Intake/Interview and Quality Review
  • TaxSlayer software
  • Consents
 
Site Coordinator Training Session for 2023 Filing Season--Part 2 (11/17)
  • Security requirements
  • Resources
Quality and Tax Alerts
​ for IRS Volunteer Programs
irs.gov/individuals/quality-and-tax-alerts-for-irs-volunteer-programs The Alerts are intended for partners and volunteers who participate in the volunteer tax assistance programs sponsored by IRS. Each Alert highlights issues to watch for when preparing tax returns during the filing season at volunteer tax assistance sites. Alerts will be posted as they become available. **Make sure to share alerts with ALL your volunteers**
Better YET!!  Register for Taxslayer Blog to receive alerts when they come out ​vitablog.taxslayerpro.com/category/quality-alerts/

Intake forms in other languages

irs.gov/forms-pubs-search?search=13614
Form 3911-Report Missing Payments

Fax #s and mailing addresses for Form 3911 -To Trace Missing Refunds and Stimulus Payments 
For Stimulus payments write EIP#__ Stimulus on the top of the page ​Click Here For Fax#s and information
Reporting Data Breaches--read PDF 5455
4012 Library
​Old & New
Excel Spreadsheet Tax Returns-
For Returns from 1996-2020  **use at your own risk!
I find this resource very helpful as I have many clients who need older returns done. While Taxslayer now goes back quite a few years, I have had clients needing 2010-2015 done recently.  This site has spreadsheets that go all the way back to 1996!!!  Just read his disclaimer & double check everything!

Please note: Form 8812 Additional Child Tax Credit is not part of the spreadsheet so you have to calculate it yourself and enter on the return. I just pulled the PDF from IRS.Gov and completed it myself.
Excel Forms
Excel Spreadsheets that generate tax returns from 1996-present day.
Required Publications for Coordinators and assistant coordinators to review: (Click image to open the PUB)
 Site Coordinator Test—Starting 2020 Site Coordinators & Assistant Coordinators have to pass a coordinator's. See the 2 Training sessions and PUB 5088 to guide you through the test.
PUB 5683 VITA/TCE Handbook for Partners and Site Coordinators --not available online as of 10-30-22. I will add below when it does come available (replaces the Publication 1084, Volunteer Site Coordinator Handbook and Publication 4396-A, Partner Resource Guide)

PUB4299 Privacy, Confidentiality, and Civil Rights
(also called Security Document)
A guide to ensure the quality and accuracy of tax return preparation and consistent site operation.  See below for samples of Site Review Forms
Be ready for Site Reviews-- Click the form's title to open a copy of the form so you can see what you are scored/reviewed on.

Form 6729-D ​Site Review Sheet This form is used to: 1) Measure site adherence to the Quality Site Requirements (QSR) and Volunteer Standards of Conduct (VSC), (2) monitor site operations, and (3) identify trends.  
Form 6729-C - Field Site Visit (FSV) -the form used when 3 returns are selected by SPEC rep for quality review
Amending a Return
8962 Form Generator-Excel
From 1095A & 1040

You may want to sign up for: 

VITA Blog-- know when there are updates, system crashes, restarts, etc. Enter your email address on the right of the screen that opens: I Strongly suggest signing up for this one
 https://vitablog.taxslayerpro.com/2019/08/19/release-notes-tuesday-august-20th-at-500am-et/

 Jonlyn & Associates Inc, CPA's - monthly newsletter this always has something helpful--explains things in an easy to understand language https://www.jonlyn.com/ sign up on the left side of the screen--scroll down to find Newsletter sign up FANTABULOUS!!
From AARP-Gold Standards for Quality Review--Great Resource!
QSR Requirements 
For those of you who do state income tax returns, here are some tips for completing state returns with Taxslayer. This document was created by Prosperity Now's Taxpayer Opportunity Network (TON)
 Refund slips with appointment making and recruitment info on the back--always recruit!!! Made with Publisher, you can change the contact info on the back page to your program's.  Link to Publisher 
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Contact Me
You can contact me at maryvitataxes@gmail.com 
Please note: I, Mary Meador, AM NOT a certified accountant or tax law expert. I volunteer with VITA providing free tax preparation for individuals and families whose income is less than $66,000 a year. We deal with simple returns at our sites.  I cannot guarantee the accuracy of all the information on this site as tax laws change and I may not have a clear understanding of complicated issues. I am trying to provide basic tax preparation information for our volunteers to get started--remember Publication 4012 is your go-to resource for questions, as well as irs.gov and Publication 17.  I hope you find this information useful and easy to understand. Thanks for being a VITA/TCE volunteer!​