Form 6729-D (Rev. 10-2018)
www.irs.govCatalog Number 66908D
Form 6729-D
(October 2018)
Site Review Sheet
Department of the Treasury - Internal Revenue Service
Date of review
Site name SIDN Reviewer name or SEID
A. Review conducted by
RM
TC
Partner
Other
B. Type of review
Field Site Visit
Remote Site Review
Partner review
Other
C. Advanced Notification
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 (VITA/TCE)
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/district coordinators. Open-ended interview questions are provided in parentheses, when appropriate.
Comments are required for answer options which are underlined and can be used to indicate corrective actions taken. Questions used
to determine how to answer the measurement question are in italics. The measurement questions for determining if a site review is
adhering to a QSR are in bold. Partners should use Publication 5140, Partner Site & Return Review Job Aid, for assistance in
completing this form. SPEC employees should use Document 13170, Form 6729-D Job Aid, for assistance in completing this form.
QSR # 1: Certification Comments
1 Did the site meet the components for QSR 1? (Explain the process used to confirm
volunteer certification.)
Yes
No-Unable to verify
No-Not certified in tax law
No-Not certified in Volunteer Standards of Conduct
No-Not certified in Intake/Interview and Quality Review
No-Other (use if more than one "No" applies)
2 Did the coordinator receive coordinator training?
Yes No
QSR # 2: Intake/Interview & Quality Review Process Comments
3 Did the site meet all components of QSR 2? (Explain the Intake/Interview & Quality
Review Process used at this site.)
Yes
No-Not using Form 13614-C
No-Not interviewing the taxpayer
No-Incomplete Form 13614-C
No-No process to identify out-of-scope issues
No-No process to assign returns based on
volunteer certification
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-Not advising taxpayers of responsibility
No-Other (use if more than one "No" applies)
QSR # 3: Confirming Photo Identification and Taxpayer Identification Numbers Comments
4
Yes
No-Not reviewing photo identification
No-Spouse/Taxpayer not present/No Power of
Attorney
No-Other (use if more than one "No" applies)
No-Not confirming taxpayer Identification
numbers
Are all volunteers confirming the identities of the primary/secondary taxpayers and
Taxpayer Identification Numbers (TIN) for everyone listed on the return? (Explain the
process used to confirm taxpayer identities and TIN.)
QSR # 4: Reference Materials Comments
5 Are all required reference materials available at the site? (Tell me what reference
material you use at the site.)
Yes
No-Publication 4012 not available
No-Publication 17 not available
No-Neither publication is available
6 Is there a process which ensures all volunteer alerts are reviewed by all IRS tax law-certified
volunteers? (What is your process for sharing volunteer alerts with your volunteers?)
Yes No
QSR # 5: Volunteer Agreement Comments
Are all Forms 13615 signed and dated by the volunteer and approving official? (Tell me the
process for securing signed volunteer agreements.)
Yes
No-Unable to verify
No-Not signed/dated by volunteer or approving official
No-Form 13206 does not certify Forms 13615 validation
7
8
Were any violations to the Volunteer Standards of Conduct (VSC) identified?
No violations identified
Yes-Violation to VSC 1
Yes-Violation to VSC 2
Yes-Violation to VSC 3
Yes-Violation to VSC 4
Yes-Violation to VSC 5
Yes-Violation to VSC 6
