2015 SPEC Partner Filing Season Readiness
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- Jacob Prosper Cobb
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1 Wage & Investment 2015 SPEC Partner Filing Season Readiness Publication 5159 ( ) Catalog Number 66732B Department of the Treasury Internal Revenue Service
2 SPEC Mission
3 Message from Director, SPEC
4 IRS Privacy Principles Privacy Rights Confidential Information Privacy Principles
5 Privacy Points Reasons for Concern Voluntary Compliance Shareability of Data Renewed Interest of the Taxpayer
6 Notices and Disclaimers Identification Numbers Naming Conventions
7 Table of Contents Course Overview Lesson 1 Lesson 2 Lesson 3 Lesson 4 Lesson 5 Lesson 6 Lesson 7 Lesson 8 Lesson 9 Lesson 10
8 Publication 5159 Overview Objectives
9 Lesson 1 Overview Contents Overview VITA & TCE Quality Site Requirements Site Revew Sheet Guidelines - Quality Site Requirements Summary Summary Exercises Answers to Summary Exercises 1-1
10 Overview Additional References Link & Learn Taxes, Publication 5166, Quality Site Requirements Introduction You hold the Key to Quality Results Objectives 1-2
11 VITA & TCE Quality Site Requirements Purpose Quality Site Requirements (QSR) Form 6729, Site Review Sheet Site Review Site Review Sheet Site Review Sheet, Corrective Actions 1-3
12 VITA & TCE Quality Site Requirements Volunteer Standards of Conduct Violation refusesit is a violation of Volunteer Standard of Conduct (VSC) # 1. Partners and site/local coordinators are encouraged to contact their relationship manager and/or use the external referral process by ing IRS at [email protected] or calling toll free
13 Guidelines - Quality Site Requirements 1. Volunteer Certification VITA/TCE site, all volunteers 1-5
14 Guidelines - Quality Site Requirements 1. Volunteer Certification 1-6
15 Guidelines - Quality Site Requirements 1. Volunteer Certification NOTE: 1-7
16 Guidelines - Quality Site Requirements 1. Volunteer Certification applicable for each position. Required Training For Volunteer Positions 1-8
17 Guidelines - Quality Site Requirements 1. Volunteer Certification Note: Examples of noncompliance occur when: One or more volunteers at the site have not completed the Volunteer Standards of Conduct Training, passed the test and/or All volunteers at the site have not completed the Volunteer Standards of Conduct training, passed the test and are not 1-9
18 Guidelines - Quality Site Requirements 1. Volunteer Certification Volunteer preparers, quality reviewers, site coordinators, or instructors have not viewed Publication 5101, Intake/Interview and Quality Review Training:. Recommended Follow-up Action: all 2) Intake and Interview Process All sites Sheet, 1-10
19 Guidelines - Quality Site Requirements 2) Intake and Interview Process Due Diligence 1-11
20 Guidelines - Quality Site Requirements 2) Intake and Interview Process Additional Requirements for Virtual VITA/TCE Note: A noncompliant issue occurs when: Recommended Follow-up Action: 1-12
21 Guidelines - Quality Site Requirements 3) Quality Review Process A Quality Review Process includes a 100% review of all returns Selfreview is not an approved method Sheet 1-13
22 Guidelines - Quality Site Requirements 3) Quality Review Process A noncompliant issue occurs when: Recommended Follow-up Action: 4) Reference Materials one copy Sites using TaxWise or with Internet capabilities have electronic access to Publication 4012, Publication 17, Volunteer Tax Alerts, and Interactive Tax Assistant (ITA). 1-14
23 Guidelines - Quality Site Requirements 4) Reference Materials A noncompliant issue occurs when: Recommended Follow-up Action: 5) Volunteer Agreement All annually 1-15
24 Guidelines - Quality Site Requirements 5) Volunteer Agreement Note: Examples of noncompliance occur when: 1-16
25 Guidelines - Quality Site Requirements 5) Volunteer Agreement displayed at the site Review Sheet Recommended Follow-up Action: 1-17
26 Guidelines - Quality Site Requirements 6) Timely Filing of Tax Returns Timely Filing: 1-18
27 Guidelines - Quality Site Requirements 6) Timely Filing of Tax Returns Examples of noncompliance occur when: Recommended Follow-up Action: 1-19
28 Guidelines - Quality Site Requirements 7) Civil Rights current current is not acceptable A noncompliant issue occurs when: product is not displayed Recommended Follow-up Action: 1-20
29 Guidelines - Quality Site Requirements 8) Correct Site Identification Number (SIDN) ALL A noncompliant issue occurs when: Recommended Follow-up Action: 9) Correct Electronic Filing Identification Number (EFIN) Sites with an internet connection have access to Publication 3189 at
30 Guidelines - Quality Site Requirements 9) Correct Electronic Filing Identification Number (EFIN) A noncompliant issue occurs when: Recommended Follow-up Action: 10) Security, Privacy & Confidentiality 1-22
31 Guidelines - Quality Site Requirements 10) Security, Privacy & Confidentiality are required limited all 1-23
32 Guidelines - Quality Site Requirements 10) Security, Privacy & Confidentiality A noncompliant issue occurs when: Recommended Follow-up Action: 1-24
33 Summary 1-25
34 Summary Exercises Summary Exercise 1-1 Summary Exercise
35 Answers to Summary Exercises Summary Exercise 1-1 B. February 3rd Summary Exercise 1-2 D. Both A and C 1-27
36 Lesson 2 Overview Contents Overview Lessons Learned for 2014 Filing Season Remote Site Reviews Volunteer Standards of Conduct Prior Year and Amended Returns 2-1
37 Overview Contents Social Security Administration Changes Summary Summary Exercises Answers to Summary Exercises Additional References Information from Social Security Administration at Introduction Objectives 2-2
38 Lessons Learned for Filing Season 2014 Lessons Learned Quality Statiscal Sample (QSS) Reviews Quality Site Requirements: Issue: Sheet 2-3
39 Lessons Learned for Filing Season 2014 Field Site Visits (FSV) Quality Site Requirements: Issue: 2-4
40 Lessons Learned for Filing Season 2014 SPEC Shopping Reviews Quality Site Requirements: Issue: 2-5
41 Lessons Learned for Filing Season 2014 Volunteer Standards of Conduct (VSC) Violations refuses to correct Example 1: NOTE: VSC #1 is the only standard that can be corrected and not reported as a violation. If the site/local coordinator/volunteer agrees to correct the noncompliance QSR, it should not be reported as a violation Example 2: 2-6
42 Lessons Learned for Filing Season 2014 Quality Updates box a 2-7
43 Remote Site Reviews Purpose Remote Site Review Sheet For Example: 2-8
44 Remote Site Reviews Remote Site Review Selection Conducting Remote Site Reviews Follow-Up Review 2-9
45 Volunteer Standards of Conduct 2-10 Volunteer Standards of Conduct (VSC) Compliance
46 Volunteer Standards of Conduct Volunteer Standards of Conduct (VSC) Compliance Volunteer Registry External Referral Process 2-11
47 Volunteer Standards of Conduct External Referral Process Site 2-12
48 Prior Year and Amended Returns Tax Assistance Centers Revised Policy 2-13
49 Social Security Administration Changes Social Security Administration Social Security Cards To Get Replacement Social Security Cards Benefit Verification Letters my Social Security my Social Security 2-14
50 Social Security Administration Changes Benefit Verification Letters
51 Summary site 2-16
52 Summary Exercises Summary Exercise 2-1 Summary Exercise 2-2 Summary Exercise 2-3 Summary Exercise
53 Answers to Summary Exercises Summary Exercise 2-1 Summary Exercise 2-2 Summary Exercise 2-3 Summary Exercise
54 Lesson 3 Overview Contents Overview VITA Loaned Equipment Security Summary Summary Exercises Answers to Summary Exercises Additional References Form 13632, Property Loan Agreement Publication 4473, Computer Loan Program Welcome Package 3-1
55 Overview Introduction Objectives 3-2
56 VITA Loaned Equipment Security Communication Methods for Partners/Sites Upon Receipt Within 20 days of receipt of equipment packing list Form 13632, Property Loan Agreement 20 days Equipment Use 3-3
57 VITA Loaned Equipment Security Equipment Use Inappropriate Equipment Use Equipment may not be used for: Physical Security Safeguarding Equipment 3-4
58 VITA Loaned Equipment Security Safeguarding Equipment Safeguarding Taxpayer s Privacy A number of computers were returned to the Depot with the password and login information taped to the machine itself Partner Reporting Requirements 3-5
59 VITA Loaned Equipment Security Partner Reporting Requirements 3-6
60 Summary 3-7
61 Summary Exercises Summary Exercise 3-1 Summary Exercise
62 Answers to Summary Exercises Summary Exercise 3-1 Summary Exercise
63 Lesson 4 Overview Contents Overview Applicable Laws and Executive Orders Civil Rights Summary Summary Exercises Answers to Summary Exercises Exhibit 4-1, Integrating Civil Rights into Your Volunteer Program Additional References Form 13324, IRS Civil Rights Assurance for Sub-recipients under SPEC Partnership Agreements Form 13325, Statement of Assurance Concerning Civil Rights Compliance for IRS SPEC Partnerships Publication 4053(EN/SP), Your Civil Rights are Protected (poster) Publication 4454, Your Civil Rights are Protected 4-1
64 Overview Introduction Objectives 4-2
65 Applicable Laws and Executive Orders Applicable Laws and Executive Orders Title VI of the Civil Rights Act of 1964 Example: Section 504 of the Rehabilitation Act of 1973 Example: 4-3
66 Applicable Laws and Executive Orders Applicable Laws and Executive Orders Age Discrimination Act of 1975 Example: Title IX of the Education Amendments of 1972 Example: Executive Order Example: 4-4
67 Civil Rights Title VI Language Reasonable Accommodations 4-5
68 Civil Rights Reasonable Accommodations Examples of Reasonable Accommodations: Develop Plans for Providing Reasonable Accommodation and Language Access Review Sheet 4-6
69 Civil Rights Develop Plans for Providing Reasonable Accommodation and Language Access How Does Title VI Apply to VITA/ TCE Sites 4-7
70 Civil Rights How Does Title VI Apply to VITA/ TCE Sites Title VI Compliance only is not acceptable Therefore, all VITA/TCE sites, including military that service civilians, must display a current Publication 4053 (EN/SP), Your Civil Rights are Protected. Title VI posting/displaying also includes the AARP Foundation Tax-Aide product (D-143) revised with the updated Title VI language. Violation of Title VI Roles and Responsibilities for Title VI Assurance Forms Partner 4-8
71 Civil Rights Roles and Responsibilities for Title VI Assurance Forms Territory January 10th Exhibit 5-1 Civil Rights Division (CRD) Reviews 4-9
72 Summary 4-10
73 Summary Exercises Summary Exercise 4-1 Summary Exercise 4-2 Summary Exercise
74 Answers to Summary Exercises Summary Exercise 4-1 C. Site/Local coordinator Summary Exercise 4-2 Summary Exercise
75 Exhibit 4-1, Integrating Civil Rights into Your Volunteer Program ID Category Consideration Note: 4-13
76 Exhibit 4-1, Integrating Civil Rights into Your Volunteer Program ID Category Consideration 4-14
77 Exhibit 4-1, Integrating Civil Rights into Your Volunteer Program ID Category Consideration 4-15
78 Lesson 5 Overview Contents Overview Types of Virtual VITA/TCE Sites Virtual Program Process Identifying Potential Locations Counting of Returns Summary Summary Exercises Answers to Summary Exercises Exhibit 5-1, VITA/TCE Quality Site Requirements Applicable to Virtual Sites and Facilitated Self-Assistance (FSA) 5-1
79 Overview Additional References Form 14446, Virtual VITA/TCE Taxpayer Consent Publication 1084, Site Coordinator s Handbook Introduction 5-2
80 Overview Objectives 5-3
81 Types of Virtual VITA/TCE Sites Intake Site prohibited Review Sheet Sheet 5-4
82 Types of Virtual VITA/TCE Sites Preparation Site 5-5
83 Types of Virtual VITA/TCE Sites Combination Intake/ Preparation Site Drop-Off Site 5-6
84 Virtual VITA/TCE Process Form 14446, Virtual VITA/ TCE Taxpayer Consent Secure Receipt and Storage of Documents at Preparation Site secure 5-7
85 Virtual VITA/TCE Process Secure Receipt and Storage of Documents at Preparation Site Return Preparation and Quality Review/Taxpayer Communications Review 5-8
86 Virtual VITA/TCE Process Authorization to Transmit Return, IRS Virtual Quality Review Direct Taxpayer Intake 5-9
87 Identifying Potential Locations for Virtual VITA/TCE Delivery Virtual Program Plan Review and Approval Partner Responsibility 5-10
88 Identifying Potential Locations for Virtual VITA/TCE Delivery Virtual Program Plan Review and Approval Territory Responsibility 5-11
89 Counting of Returns By Preparation Site EFIN By Intake Site SIDN 5-12
90 Summary 5-13
91 Summary Exercises Summary Exercise 5-1 Summary Exercise 5-2 Summary Exercise 5-3 Summary Exercise
92 Answers to Summary Exercises Summary Exercise 5-1 Summary Exercise 5-2 Summary Exercise 5-3 Summary Exercise 5-4 D. Both b and c 5-15
93 Exhibit 6-1, VITA/TCE Quality Site Requirements Applicable to Virtual Sites and Facilitated Self-Assistance (FSA) VITA/TCE Quality Site Requirements Applicable to Virtual Sites and Facilitated Self-Assistance (FSA) Publication 5166, Quality Site Requirements Publication 1084, Site Coordinator s Handbook stand-alone, fusionremote Traditional VITA/TCE Sites VITA/TCE Virtual Sites FSA Sites 5-16
94 Exhibit 6-1, VITA/TCE Quality Site Requirements Applicable to Virtual Sites and Facilitated Self-Assistance (FSA) Traditional VITA/TCE Sites VITA/TCE Virtual Sites FSA Sites QSR #2: Intake/Interview Process Review Sheet QSR #3: Quality Review Process QSR #4: Reference Materials 5-17
95 Exhibit 6-1, VITA/TCE Quality Site Requirements Applicable to Virtual Sites and Facilitated Self-Assistance (FSA) Traditional VITA/TCE Sites VITA/TCE Virtual Sites FSA Sites QSR #5: Volunteer Agreement Programs QSR #6: Timely Filing 5-18
96 Exhibit 6-1, VITA/TCE Quality Site Requirements Applicable to Virtual Sites and Facilitated Self-Assistance (FSA) Traditional VITA/TCE Sites VITA/TCE Virtual Sites FSA Sites QSR #7: Civil Rights 5-19
97 Lesson 6 Overview Contents Overview Summary Summary Exercises Answers to Summary Exercises 6-1
98 Overview Additional References Introduction Objectives 6-2
99 Registered User Portal (RUP) Access IRS Application 6-3 Step Action
100 IRS Application Registered User Portal (RUP) Access two Note: close the browser should not 6-4
101 IRS Application e-file Application Completion not open 12 months Application Types New: Revised: 6-5
102 IRS Application Application Types Reapply: EFIN Cleanup one systemically dropped reactivatedcannot be updatedused again after Submitting the Electronic Application 6-6
103 IRS Application Submitting the Electronic Application Business Type Figure
104 IRS Application Submitting the Electronic Application Figure
105 IRS Application Submitting the Electronic Application Figure 6 3 Figure
106 IRS Application Submitting the Electronic Application Application Contact(s) Figure
107 IRS Application Submitting the Electronic Application Programs Figure
108 IRS Application Submitting the Electronic Application Business Activity Figure
109 IRS Application Submitting the Electronic Application Return Form Type Figure
110 IRS Application Submitting the Electronic Application Application Summary Figure
111 IRS Application Submitting the Electronic Application Application Submission and Completion Figure
112 IRS Application Submitting the Electronic Application Tracking Number Figure
113 IRS Application Territory Office Responsibility application: application: application: Name, Position Title, U.S. Citizen Status, Social Security Number, Date of Birth and Address Do not contact 6-17
114 Monitoring e-file Applications 6-18 Verifying New e-file Applications Revising e-file Application Exception: Note: Temporarily Inactive
115 Monitoring e-file Applications Permanently Inactive 6-19
116 Summary prior 6-20
117 Summary Exercises Summary Exercise 6-1 Summary Exercise 6-2 Summary Exercise 6-3 Summary Exercise
118 Answers to Summary Exercises Summary Exercise 6-1 Summary Exercise 6-2 Summary Exercise 6-3 Summary Exercise
119 Lesson 7 Overview Contents Overview TaxWise Software Minimum System Requirements Internet Connections TaxWise Solution Center TaxWise Features TaxWise Support 7-1
120 Overview Troubleshooting TaxWise Summary Summary Exercises Answers to Summary Exercises Exhibit 7-1, Preparing Same-Sex Marriages using TaxWise Online and/or TaxWise Desktop Additional References Publication 3189, Publication 4012, TaxWise Online User Guide TaxWise Desktop User Guide Introduction Objectives 7-2
121 TaxWise Software Minimum Returns Preparation Requirements Filing Season 2016 Example 1: Example 2: 2016 Exception Requirement mustprior 7-3
122 Minimum System Requirements 7-4 Compatibility Minimum System Requirements Recommended System Requirements
123 Internet Connections Platform Issues Multiple Computers: Proxy Servers: System Backups: Antivirus/Internet Security Software: Firewalls: Minimum Connection Speed: 7-5
124 Internet Connections TaxWise Speed Test Start a Test 7-6
125 Internet Connections TaxWise Speed Test Classic ModeSave Return Classic Mode To switch TaxWise Online to Classic Mode, use the following steps: Admin Settings Advanced Use Classic Mode to Display Tax Returns Save and Close 7-7
126 TaxWise Solution Center Navigating Landing Page 7-8
127 TaxWise Solution Center Navigating Landing Page Access tools Login Page TaxWise Solution Center Launch Login Admin Client ID Username Password Login Admin 7-9
128 TaxWise Solution Center Login Page Client ID Username Log In 7-10
129 TaxWise Features New for 2015 Filing Season Note: Relational EFIN Template Subscriber 7-11
130 TaxWise Features Linked State Returns Select Returns to File IRS Acpt True Unlinked State Returns Yes Forgotten Password User Account Reset 7-12
131 TaxWise Features Forgotten Password For TaxWise Online (TWO) Users: Security Manager and Reset Password For TaxWise Desktop (TWD) users: ToolsUtilities/Setup OptionsUtilitySetup Security ManagerGroups Security Manager Security Manager Security Manager TaxWise Online Additional Security Admin AdministratorSuperUser Manage Users User Manager 7-13
132 TaxWise Features TaxWise Online Additional Security Active Use Save Restrict IP Addresses Restrict IP Addresses Static IP 7-14
133 TaxWise Features TaxWise Online Additional Security Manage Users User Manager IP Address to AddAdd Close Window 7-15
134 TaxWise Support TaxWise Online Remote Assistance Manage Users Enable Remote Assistance OK 7-16
135 TaxWise Support TaxWise Online Remote Assistance User ManagerHelp HELP Return PreparerAdministratorHELP EditReturn PreparerAdministrator Help HELP AdministratorReturn Preparer Save User ManagerHelp 7-17
136 TaxWise Support TaxWise Desktop Assistance To send mail to SFS support, use the following steps: CommunicationsSend Mail to SFS Support Communications Send Mail to SFS Support Browse NOTE: 7-18
137 TaxWise Support TaxWise Desktop Assistance Choose File Open Send 7-19
138 Trouble Shooting TaxWise Internet Explorer Issue: Explanation: Action: Sendfailed Message Issue:SENDFAILED Explanation: Action: Diagnostic Failure to Display Issue: Explanation: Action: 7-20
139 Trouble Shooting TaxWise Diagnostic Failure to Display 100% Delete Pending e-files Issue:Delete Pending E-Files Explanation:Clear Sent E-Files Action:Clear Sent E-Files Clear Sent e-filesreturn Tasks Clear FederalClose Tools Delete Pending e-files 7-21
140 Trouble Shooting TaxWise TaxWise Desktop Automatic Updates Get Module UpdatesGet Program Updates To download program updates automatically, use the following steps: ToolsSchedule Auto Events Schedule Automatic Events Enable Auto Update Save 7-22
141 Summary 7-23
142 Summary Exercises Summary Exercise 7-1 Summary Exercise 7-2 Summary Exercise 7-3 Summary Exercise
143 Answers to Summary Exercises Summary Exercise 7-1 Summary Exercise 7-2 Summary Exercise 7-3 Summary Exercise
144 Exhibit 7-2, Preparing Same-Sex Marriages using TaxWise Online and/or TaxWise Desktop How to prepare state returns in states that do not recognize Same-Sex Marriages using TaxWise Online and/or TaxWise Desktop Note: Unlinked Scenario 1: Use TaxWise Online or TaxWise Desktop Situation: Process: unlinked 7-26
145 Exhibit 7-2, Preparing Same-Sex Marriages using TaxWise Online and/or TaxWise Desktop Do you want to Check here if you 7-27
146 Exhibit 7-2, Preparing Same-Sex Marriages using TaxWise Online and/or TaxWise Desktop NOTE: If the taxpayer does not want to come back, consider using scenario three. Sites should be strongly encouraged to change the return Stage to Federal return. 7-28
147 Exhibit 7-2, Preparing Same-Sex Marriages using TaxWise Online and/or TaxWise Desktop Scenario 2: Use TaxWise Desktop (TWD) Alternative Preparation Solution (APS) and TaxWise Online Situation: Process: Note: What if Mode 7-29
148 Exhibit 7-2, Preparing Same-Sex Marriages using TaxWise Online and/or TaxWise Desktop Scenario 3: Use TaxWise Online or TaxWise Desktop Situation: Note: not 7-30
149 Exhibit 7-2, Preparing Same-Sex Marriages using TaxWise Online and/or TaxWise Desktop 7-31
150 Lesson 8 Overview Contents Overview Identity Theft Return Integrity and Correspondence Services (RICS) Direct Deposit Limits Assisting Taxpayers at VITA/TCE sites Summary Summary Exercises Answers to Summary Exercises 8-1
151 Overview Additional References Introduction The IRS is committed to working with taxpayers who are the victims of Identity Theft. Objectives 8-2
152 Identity Theft Identity Theft Non-tax or Tax Related non-tax relatedtax-related Non-Tax Related Example: Tax Related Employment Fraudulent Filing 8-3
153 Identity Theft Refund Fraud Detection and Prevention Increasing Efforts to Help Victims annually 8-4
154 Identity Theft Increasing Efforts to Help Victims 8-5
155 Identity Theft Phishing Schemes If you or a taxpayer Then Do not reply. Do not open any attachments. Do not click on any links. Note: send the URL of the suspicious site 8-6
156 Identity Theft Phishing Schemes If you or a taxpayer Phone call: Then Letter or notice via paper mail: not legitimate...and you are a U.S. citizen located in the United States or its territories or a U.S. citizen living abroad.... and you are not a U.S. citizen and reside outside the United States. 8-7
157 Identity Theft Phishing Schemes If you or a taxpayer Then Do not reply. Do not open any attachments. Do not click on any links. Note: After you forward 8-8
158 Identity Theft Criminal Investigation Division 8-9
159 Return Preparer Office (RPO) 8-10 Return Preparer Office (RPO) RPO Compliance Group
160 Return Preparer Office (RPO) RPO Compliance Group RPO Compliance s Initiatives Filing Season Invalid SIDN Count *Invalid SIDN Reviewed by EFIN* Invalid SIDN Count at SPEC sites Return Count *NOTE: 8-11
161 Return Preparer Office (RPO) Partner Responsibility Territory Responsibility 8-12
162 Return Integrity and Correspondence Services (RICS) Electronic Fraud Detection System 8-13
163 Return Integrity and Correspondence Services (RICS) Electronic Fraud Detection System Unmatched Site Identification Numbers (SIDN) Program Type AARP Grant Military VITA Total 8-14
164 Return Integrity and Correspondence Services (RICS) Unmatched Site Identification Numbers (SIDN) Program Type AARP Grant Military VITA Total 8-15
165 Direct Deposit Limits New Procedures NOTE: NOTE: 8-16
166 Assisting Taxpayers at VITA/TCE Sites If you or a taxpayer Did not receive Then the volunteer should
167 Assisting Taxpayers at VITA/TCE Sites If you or a taxpayer Then the volunteer should... Replacing a Lost or Missing IP PIN CAUTION: 8-18
168 Summary 8-19
169 Summary Exercises Summary Exercise 8-1 Summary Exercise 8-2 Summary Exercise 8-3 Summary Exercise
170 Answers to Summary Exercises Summary Exercise 8-1 Summary Exercise 8-2 Summary Exercise 8-3 Summary Exercise
171 Lesson 9 Overview Contents Overview Volunteer Eligibility Requirements Roles and Responsibilities Summary Summary Exercises Answers to Summary Exercises Additional References Tax Pro Link & Learn Taxes Form 14310, VITA/TCE Volunteer Sign Up Form 13615, Volunteer Standards of Conduct Agreement VITA/TCE Programs CE Credit Fact Sheet 9-1
172 Overview Introduction Available in 2015 Filing Season is a new Continuing Education Credit the efforts of non-credentialed return preparers who aspire to a higher level of professionalism. The program name is the Annual Filing Season Program (AFSP). cannot Objectives 9-2
173 Volunteer Eligibility Requirements Form 14310, VITA/TCE Volunteer Sign Up Tax Pros Register for or Renew your PTIN 9-3
174 Volunteer Eligibility Requirements Certified Public Accountants (CPA) 9-4
175 Roles and Responsibilities Enrolled Agent (EA) or Other Tax Return Preparer (OTRP) Responsibility exactly complete the Volunteer Standards of Conduct complete the Intake/Interview & Quality Review Training Advanced Available Continuing Education (CE) Credits 9-5
176 Roles and Responsibilities 9-6 Available Continuing Education (CE) Credits Note: Partner Responsibility
177 Roles and Responsibilities Partner Responsibility Note: 9-7
178 Roles and Responsibilities Territory Responsibility Record Keeping Retention Requirements 9-8
179 Summary 9-9
180 Summary Exercises Summary Exercise 9-1 Summary Exercise 9-2 Summary Exercise 9-3 Summary Exercise 9-4 Summary Exercise
181 Answers to Summary Exercises Summary Exercise 9-1 Summary Exercise 9-2 Summary Exercise 9-3 Summary Exercise
182 Answers to Summary Exercises Summary Exercise
183 Lesson 10 Overview Contents Overview Acceptance Agent and Certifying Acceptance Agent Summary Summary Exercises Answers to Summary Exercises Additional References Program 10-1
184 Overview Introduction The goals of the SPEC Certifying Acceptance Agent Program Initiative are to: NOTE: Objectives 10-2
185 Acceptance Agent and Certifying Acceptance Agent Acceptance Agent (AA) Certifying Acceptance Agent (CAA) 10-3
186 Eligibility to Become a Certifying Acceptance Agent CAA Eligibility Requirements Submitting Form 13551, Application to Participate in the IRS Acceptance Agent Program 10-4
187 Eligibility to Become a Certifying Acceptance Agent Submitting Form 13551, Application to Participate in the IRS Acceptance Agent Program SPEC Certifying Acceptance Agent Responsibility 10-5
188 Roles and Responsibilities SPEC Certifying Acceptance Agent Responsibility Territory Responsibility 10-6
189 Summary 10-7
190 Summary Exercises Summary Exercise 10-1 Summary Exercise 10-2 Summary Exercise
191 Answers to Summary Exercises Summary Exercise 10-1 Summary Exercise 10-2 Summary Exercise
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