Catalog Number 61054K www.irs.gov
Form
6729 (Rev. 10-2018)
Form 6729
(October 2018)
Department of the Treasury - Internal Revenue Service
QSS Site Review Sheet
Date of review
Site name SIDN Reviewer name or SEID
A. Review conducted by
QSS Reviewer SPEC Shopper Other
B. Type of review
QSS Review SPEC Shopping Other
C. Advanced notice
Announced Unannounced
Instructions: This form is used to measure the site’s adherence to the Quality Site Requirements (QSR), Volunteer Standards of
Conduct (VSC), and to monitor site operations for Volunteer Income Tax Assistance/Tax Counseling for the Elderly Programs. Do not
enter any information that identifies a specific person in the comments box. NOTE: The term “coordinator” includes both site
coordinators and local coordinators. Questions used to determine how to answer the measurement question are in italics. Comments
are required for answer options which are underlined. The measurement questions for determining if a site review is adhering to a QSR
are in bold. Note: Each met measurement question is valued at 10%. If all ten measurement questions are met, the site is rated at
100%.
QSR # 1: Certification Comments
1
Are all volunteers certified in Volunteer Standards of Conduct?
Yes No-not certified No-unable to verify
2
Are all required volunteers certified in Intake/Interview and Quality Review?
Yes No
3
Are all volunteers who address tax law issues certified in tax law?
Yes No-unable to verifyNo-not certified
4 Did the site meet the components for QSR #1?
Yes No
5 Did the coordinator complete coordinator training?
Yes No
QSR # 2: Intake/Interview & Quality Review Process Comments
6
Are all volunteers using a correct Intake/Interview & Quality Review Process for every
return?
Yes
No-Not using Form 13614-C
No-Not interviewing the taxpayer
No-Incomplete Form 13614-C
No-Not using Form 14446 (Virtual Site)
No-Does not quality review all returns
No-Incomplete Quality Review Process
No-Using an unapproved Quality Review
Process
No-Other
7 Is there a process which ensures returns are within scope and volunteer preparers and
quality reviewers are assigned returns at their certification level?
Yes
No-Not identifying out-of-scope issues
No-Not identifying volunteer/return certification levels
No-Not identifying reviewer/return certification level
No-Other
8 Are volunteers advising taxpayers of their responsibility for the information listed on their
return?
Yes No
9 Did the site meet the components for QSR #2?
Yes No
QSR # 3: Confirming Photo Identification and Taxpayer Identification Numbers Comments
10 Are volunteers using photo identification to confirm taxpayers' identities?
Yes-Photo ID's checked or exception applies
No-Not using photo identification
No-Spouse/Taxpayer not present/No Power of Attorney
11 Are volunteers confirming Taxpayer Identification Numbers (TIN) for everyone listed on the
return?
Yes No
12 Did the site meet the components for QSR #3?
Yes No
