Form 14446 (Rev. 8-2016)
www.irs.govCatalog Number 60989A
Form 14446
(August 2016)
Department of the Treasury - Internal Revenue Service
Virtual VITA/TCE Taxpayer Consent
OMB Number
1545-2222
This form is required whenever the taxpayer’s tax return is completed and/or quality reviewed in a non-face-to-face environment. The
site must explain to the taxpayer the process this site will use to prepare the taxpayer’s return. If applicable, taxpayers must also be
advised of all procedures and the associated risk if their data will be transferred from one site location to another site location (using
process C or D).
Part I - To be completed by the VITA/TCE site:
Main/Intake site name
Site address (Street, City, State, ZIP Code)
Site identification number (SIDN) Site coordinator name
Site contact name Site contact telephone number
This site is using the following Virtual VITA/TCE method(s) to prepare your tax return:
A. Temporary VITA/TCE Contingency Plan: This site uses a temporary drop off process when there are internet shut downs,
software outages, or if sufficient certified preparers/quality reviewer(s) are not available on-site.
B. Drop Off Site: This site uses a drop off process which includes the site maintaining personal identifiable information (social
security numbers, Form W-2, etc.) to prepare the tax return at the same site but at a later time. In this process, you will come back
to the same site for the quality review and/or signing the completed tax return. The site will explain the method it will use to
contact you if additional information is needed to prepare and/or quality review the tax return.
C. Intake Site plus a Return Preparation and/or Quality Review Site: This method includes the taxpayer leaving their personal
identifiable information (social security numbers, Form W-2 and other documents) at the site in order to prepare and/or quality review
the tax return at another location. In this process, the taxpayer’s tax return information may be sent to another location for one
or more of the following reasons; interviewing the taxpayer, preparing the tax return, or performing a quality review. The
taxpayer will come back to the intake site for the quality review or to sign the completed tax return. If necessary, the site will
explain the method they will use to contact the taxpayer if additional information is needed while preparing or quality reviewing
the tax return.
Your personal information will be transferred to the other location by:
E-mail
Fax
Mail
Other (explain)
D. Other Approved Method (explain)
Site Contact Information (site information for the site that will receive the taxpayers information to prepare and/or quality review their tax return, if known)
Site address (Street, City, State, ZIP Code)
SIDN Site coordinator name
Site contact name Site contact telephone number
Form 14446 (Rev. 8-2016)
www.irs.govCatalog Number 60989A
Page two of this form will be maintained at the site with all other required documents.
Part II: The Process:
During the Intake Process you will need to:
• Sign this Form 14446.
• Complete the Form 13614-C, Intake/Interview & Quality Review Sheet.
• Have all required information/documentation necessary to prepare an accurate tax return.
o Picture Identification for yourself and spouse
(if applicable).
o Forms W-2, 1099 and/or any other income documents to support Income, Expenses and Life Events listed
on
Form 13614-C.
o Social security cards
(or other allowed social security verification documents) or Individual Tax Identification Numbers for you, your
spouse and potential dependents (if applicable).
o Any other documents required to prepare an accurate return.
• Participate in an Interview with the volunteer to address all of the information provided on Form 13614-C to ensure the preparer
will have everything they need to prepare your tax return.
During the Return Preparation Process:
• If necessary, you may be contacted for additional information. If so, please follow the plans used to contact each other to ensure
you are talking to the appropriate site contact and they are discussing your return information with you.
• If the preparer has everything required to prepare the return, you will not be contacted until the return is completed.
During the Quality Review Process you (and your spouse if applicable) will have to:
• Participate during the Quality Review process.
• Review your completed tax return to ensure the names, social security numbers, address, banking information, income, expenses
are correct. This is important because you and your spouse
(if applicable) are ultimately responsible for all of the information on the
tax return.
• Sign Form 8879, IRS e-file Signature Authorization, after Quality Review is completed.
Part III: Taxpayer Consents:
Request to Review your Tax Return for Accuracy:
• To ensure you are receiving quality services and an accurately prepared tax return at the volunteer site, IRS employees randomly
select free tax preparation sites for review. If errors are identified, the site will make the necessary corrections. IRS does not keep
any personal information from your reviewed tax return and this allows them to rate our VITA/TCE return preparation programs for
accurately prepared tax returns. If you do not wish to have your return included as part of the review process, it will not affect the
services provided to you at this site. If the site preparing this return is selected, do you consent to having your return reviewed for
accuracy, by an IRS employee?
Request to use the Virtual VITA/TCE Process:
• If you agree to have your tax return prepared and your tax documents handled in the above manner, your signature is required on
this document. Signing this document means that you are agreeing to the procedures stated above for preparing a tax return for
you.
(If this is a Married Filing Joint return both spouses must sign and date this document.) If you chose not to sign this form, we may not
be able to prepare your tax return today.
Yes No
Printed name
Date of birth Last four digits Social Security/ITIN number
Signature
Date Telephone number
Email address
Printed name (Spouse if Married Filing Joint)
Date of birth Last four digits Social Security/ITIN number
Signature
Date Telephone number
Email address
click to sign
signature
click to edit
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dd mmm yyyy
click to sign
signature
click to edit
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dd mmm yyyy
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