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Form 13615: Volunteer Standards of Conduct Agreement – VITA/TCE Programs
IRS Form 13615 is the Volunteer Standards of Conduct Agreement for VITA/TCE programs. It records a volunteer’s certification, personal and contact details, and required signatures, and must be signed and dated before the volunteer works at a site.
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IRS Form 13615 - Volunteer Standards of Conduct Agreement – VITA/TCE Programs
IRS Form 13615 is the Volunteer Standards of Conduct Agreement for VITA/TCE programs. It records a volunteer’s certification, personal and contact details, and required signatures, and must be signed and dated before the volunteer works at a site.
Risk Radar
Scan points- 1Submitting an unsigned or unapproved Form 13615 makes the volunteer ineligible to work.
- 2Volunteer fails to sign or date the form, making it invalid for site work.
- 3Approving official does not verify the volunteer’s government‑issued photo ID before signing.
- 4Required coordinator, sponsoring partner, instructor, or IRS contact signature is missing.
- 5Volunteer Certification Levels are left blank, so passing test scores are not documented.
Plain English
Form 13615 records that a VITA/TCE volunteer has met the required standards and certifications. The volunteer fills in personal details, signs the agreement, and an approving official verifies their identity and also signs. Once completed, the volunteer may begin work at a tax‑preparation site.
Submission Date
- Filing date: 2025-06-06 22:10:17
- Preparation window: collect IDs, supporting records, and signatures in advance.
- Final review: verify names, dates, and required fields before submission.
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What this form is for
- Use this form when a VITA/TCE volunteer (including return preparers, quality reviewers, coordinators, client facilitators, tax law instructors, greeters, or screeners) must certify the Volunteer Standards of Conduct and provide personal and contact information before working at a site.
- Do not use it when the individual is not participating in the VITA/TCE programs or related volunteer roles.
Form selector
Use this form or another form?
Volunteer needs to certify standards of conduct for VITA/TCE work
Required to document volunteer’s certification and agreement
✓ Verify volunteer’s certification levels and signatures
Sponsoring partner requires proof of volunteer’s identity verification
Coordinator signs after confirming government‑issued photo ID
✓ Ensure ID is attached or noted
Parent or guardian permission needed for a minor volunteer
Parent/Guardian section must be completed and signed
✓ Check that guardian’s signature and date are present
Deadline or filing window
Not stated in the official source.
Checklist
What you need before filling it out
Full name (type/print)
Volunteer’s legal name · Filled in by volunteer on the form
Volunteer position(s)
Description of role (e.g., return preparer) · Filled in by volunteer
Home address
Street, city, state, ZIP · Filled in by volunteer
Signature (electronic or type/print)
Volunteer’s signature · Volunteer signs on form
Approving Official’s name and title
Coordinator, sponsoring partner, instructor, or IRS contact name and title · Filled in by approving official
Before you submit
- 1Confirm the form revision date reads 10-2025.
- 2Ensure the volunteer’s full name is typed or printed clearly.
- 3Confirm the volunteer’s position(s) are selected and listed.
- 4Check that the home address includes street, city, state, and ZIP code.
- 5Record the volunteer’s email address and daytime telephone number.
- 6Indicate the sponsoring partner name/site name accurately.
- 7Mark the volunteer certification levels with “P” for each passing test.
- 8Obtain the volunteer’s signature and date.
- 9Obtain the approving official’s printed name, title, signature, and date after confirming ID.
How to file this form
- 1Complete all volunteer information fields on Form 13615.
- 2Verify the volunteer’s certification levels and attach any required test score documentation.
- 3Have the coordinator or authorized approving official confirm the volunteer’s identity with a government‑issued photo ID and sign the form.
- 4If the volunteer is a minor, obtain the parent/guardian signature and date.
- 5Submit the signed Form 13615 to the sponsoring partner or IRS as instructed, and retain a copy for records.
Known limitations
- 1Form is not valid until a coordinator, sponsoring partner, instructor, or IRS contact confirms the volunteer’s identity with a government‑issued photo ID and signs and dates the form — Form p.1
- 2Volunteers who have not completed the required Intake/Interview, Quality Review, and tax‑law certifications cannot sign the form — Form p.1
- 3CE credits are not issued without a PTIN for Enrolled Agents, non‑credentialed preparers, and CTEC‑registered preparers; CPAs, attorneys, and CFPs are exempt — Form p.2
Field map
Compact field-by-field guide
General Info
2 items
Full legal name and taxpayer identification number (SSN or EIN).
Current mailing address.
Details
2 items
Complete all applicable sections of this form according to the official IRS instructions.
Enter the relevant dollar amount if this form involves tax calculation.
Certification
1 items
Read and acknowledge any certifications required by this form.
Signatures
1 items
Sign and date. Unsigned forms cannot be processed.
Almost done reviewing the fields?
Fillable formOpen in Editor->Form 13615 is revised 10-2025 (Rev. 10-2025) as shown on the form; the source does not reference a separate latest‑information page.
What changed or needs a fresh check
- Edition date — confirm the revision reads 10-2025 as shown on the form
- Fee — Not stated in the official source
- Mailing address — Not stated in the official source
- Signature — verify both volunteer and approving official signatures and dates are present
Quick Facts
Downloads
After you file
- 1Retain the signed and dated Form 13615 for personal records.
- 2Ensure the coordinator, sponsoring partner, or instructor also signs and dates the form — Form p.2
- 3Send the completed form to the SPEC territory office or relationship manager for processing — Form p.2
- 4Keep a copy of any confirmation or receipt from the SPEC office for at least three years.
- 5If any information is incorrect, contact the coordinator to correct the error and resubmit the form.
Sources
- SRCForm p.1 — All VITA/TCE volunteers must pass the Volunteer Standards of Conduct certification and sign and date Form 13615 prior to working at a VITA/TCE site.
- SRCForm p.1 — The form is not valid until the coordinator, sponsoring partner, instructor, or IRS contact confirms the volunteer’s identity with a government‑issued photo ID and signs and dates the form.
- SRCForm p.1 — Return preparers, quality reviewers, coordinators, client facilitators and tax law instructors must certify in Intake/Interview and Quality Review and tax law prior to signing.
- SRCForm p.2 — CE credits will not be issued without a PTIN for Enrolled Agents, Non‑credentialed preparers and CTEC registered preparers; CPAs, attorneys, or CFPs do not require a PTIN.
- SRCForm p.2 — The coordinator, sponsoring partner, or instructor must sign and date this form and send the completed form to the SPEC territory office or relationship manager for further processing.
- SRCForm p.2 — Volunteer declares certification and that they are a U.S. citizen, a legal resident, or otherwise reside in the U.S. legally.
Common confusion points
Do I need to sign the form if I am only a greeter?
The source lists greeters among roles that must certify before signing.
→ Confirm you have completed the required certifications and sign the form.
Is a PTIN required for me as a CPA to get CE credits?
Source states CPAs do not require a PTIN, but must check governing board.
→ Verify your professional board’s CE requirements; no PTIN needed for CPA.
When is the form considered valid?
Validity requires identity verification with photo ID and signature by an authorized official.
→ Ensure the coordinator signs after confirming ID.
Can I submit the form electronically?
Source mentions electronic or typed signature but does not specify submission method.
→ Use the method instructed by your coordinator; keep a copy of the electronic submission.
What if I forget to include my citizenship status?
Form requires declaration of U.S. citizenship, legal residency, or lawful residence.
→ Check the declaration section before signing.
Who receives the completed form?
Source says it must be sent to the SPEC territory office or relationship manager.
→ Confirm the correct address or email with your coordinator.
Workflow map
Related forms and next steps
Before
Current
After
Often used with
⚠ If something goes wrong
- Publication 5683 – VITA/TCE Handbook for Partners and Site Coordinators.
Questions about IRS Form 13615
What is IRS Form 13615 used for?
Form 13615 records that a VITA/TCE volunteer has met the required standards and certifications. The volunteer fills in personal details, signs the agreement, and an approving official verifies their identity and also signs. Once completed, the volunteer may begin work at a tax‑preparation site.
Who must file IRS Form 13615?
All volunteers in the IRS VITA/TCE programs—including return preparers, quality reviewers, coordinators, client facilitators, greeters, screeners, and tax‑law instructors—must file Form 13615.
What information does IRS Form 13615 require?
The form collects the volunteer’s full name, position, address, email, phone, sponsoring partner, years volunteered, certification levels, professional designation and licensing details, and requires signatures from the volunteer, an approving official, and a parent/guardian if the volunteer is a minor.
Where do I file IRS Form 13615?
The coordinator, sponsoring partner, instructor, or IRS contact must sign and date the form and send the completed form to the SPEC territory office or relationship manager for further processing.
How do I complete IRS Form 13615?
The volunteer completes personal and contact fields, lists certification levels, and signs the form. An approving official then verifies the volunteer’s government‑issued photo ID, signs, and dates the form. If the volunteer is a minor, a parent/guardian also signs. For CE credit requests, the coordinator fills the CE section, signs, and the form is sent to the SPEC territory office or relationship manager.
What happens if IRS Form 13615 is filed incorrectly?
If the form is incomplete or not signed by an approving official, it is invalid and the volunteer cannot be used at a VITA/TCE site.
Do I need to sign the form if I am only a greeter?
The source lists greeters among roles that must certify before signing. Confirm you have completed the required certifications and sign the form.
Is a PTIN required for me as a CPA to get CE credits?
Source states CPAs do not require a PTIN, but must check governing board. Verify your professional board’s CE requirements; no PTIN needed for CPA.
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