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Form 6729D: VITA/TCE Site Review Sheet
IRS Form 6729-D is a VITA/TCE Site Review Sheet used to measure adherence to Quality Site Requirements (QSR) and Volunteer Standards of Conduct (VSC). The form was revised in October 2025.
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IRS Form 6729D - VITA/TCE Site Review Sheet
IRS Form 6729-D is a VITA/TCE Site Review Sheet used to measure adherence to Quality Site Requirements (QSR) and Volunteer Standards of Conduct (VSC). The form was revised in October 2025.
Risk Radar
Scan points- 1Do not enter any personal identifying information into the Comments box on Form 6729-D.
- 2Failing to record the correct Date of review on Form 6729-D.
- 3Entering personal identifying information into the Comments box without proper masking.
- 4Answering 'Yes' to QSR #1 but failing to verify all volunteers are certified in tax law.
- 5Not documenting whether advanced notification was provided (Part A).
Plain English
This form helps review the quality of a site participating in the Volunteer Income Tax Assistance/Tax Counseling for the Elderly (VITA/TCE) programs. Reviewers use it to check if volunteers are properly certified, if processes meet required standards, and if all necessary documentation is present.
Submission Date
- Filing date: 2025-10-14 22:12:09
- 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 measuring a site’s adherence to the Quality Site Requirements (QSR), Volunteer Standards of Conduct (VSC), and monitoring VITA/TCE operations.
- Do not use it when entering information that identifies a specific person in the Comments box, as required by IRS Form 6729-D.
- Check Publication 5140 instead when completing this form if you are a SPEC Partner.
Form selector
Use this form or another form?
Reviewing QSR #1 (Certification)
To verify volunteer qualifications regarding VSC and tax law.
✓ Confirm all answers have required comments.
Documenting return review completeness
To confirm if Form 13614-C was reviewed completely during the return review process.
✓ Ensure 'Yes' or 'Completed and corrected' is selected.
Verifying TIN/Photo ID usage
To attest whether volunteers used photo identification to confirm taxpayer identity and TINs.
✓ Select a specific reason if 'No' applies.
Deadline or filing window
The date of review is recorded on Form 6729-D. The form itself does not state a filing deadline, but it documents adherence to requirements like QSR #10 (Volunteer Agreement) which must be met for the site's review period.
Checklist
What you need before filling it out
QSR #1: Certification
Checkboxes for items 1-4 and QSR #1 component (Item 5) · Page 1
QSR #2: Process Adherence
Checkboxes for items 7-10 and QSR #2 component (Item 9) · Page 1
QSR #3: ID/TIN Confirmation
Item 11 (p.2) · Page 2
VSC Violation Tracking
Checkboxes for items 12-17 and QSR #4 component (Item 16) · Page 2
QSR #6: Timely Filing
Item 18 (p.2) · Page 2
Before you submit
- 1Confirm the revision date reads 10-2025.
- 2Ensure a Site Name is entered in the designated field on page 1.
- 3Select or indicate the Review Type (Field, Remote, Partner review, Other) on page 1.
- 4Complete comments for any answer options that are underlined on page 1 (e.g., QSR #1, item 1).
- 5Verify answers to QSR #3 questions (items 11) and provide required commentary if 'No' is selected.
- 6Confirm the site has addressed all requirements listed under QSR #5 (item 16), noting any VSC violations identified on page 2.
- 7Check that comments are not identifying a specific person when answering measurement questions, per instructions on page 1.
How to file this form
- 1Complete all fields on IRS Form 6729-D, including Site Name, Reviewer details (RM/TC Partner), and Type of review.
- 2Answer the measurement questions for QSR #1 through QSR #7 by selecting Yes/No and providing required comments as necessary.
- 3Document specific findings in the Comments boxes, ensuring no personal identifying information is entered there.
- 4Sign the form to officially certify the review process before submitting it.
Known limitations
- 1The Comments box should not contain any information that identifies a specific person.
- 2Publication 5140, VITA/TCE Site and Return Reviews Job Aid is for SPEC Partners to assist with completing Form 6729-D.
- 3Document 13341, Field, Remote and Return Review Resource Guide is for SPEC Employees to assist with completing Form 6729-D.
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->The current edition is Revision 10-2025, and it is identified by Catalog Number 66908D. The source does not specify any changes from a prior revision.
What changed or needs a fresh check
- Edition date — confirm the revision reads 10-2025.
- Catalog Number — confirm it is 66908D.
- Date of review — fill in the specific date of the site review.
- Signature — ensure the reviewer signs before sending (implied, as a required action).
- Form number — verify the form clearly states IRS Form 6729-D.
Quick Facts
Downloads
After you file
- 1Retain a copy of the completed Form 6729-D.
- 2Use the current edition (Revision date must read 10/25).
- 3If corrections are made, use the Comments box to indicate corrective actions taken for underlined answer options.
- 4Partners should reference Publication 5140 when completing Form 6729-D.
Sources
- SRCInstructions p.1 — Form 6729-D is used to measure adherence to Quality Site Requirements (QSR), Volunteer Standards of Conduct (VSC), and monitor site operations for VITA/TCE programs.
- SRCInstructions p.1 — Comments are required for answer options which are underlined and can be used to indicate corrective actions taken.
- SRCInstructions p.1 — QSR # 1 asks: *Are all volunteers certified in Volunteer Standards of Conduct?* (The measurement question is bolded).
- SRCInstructions p.2 — QSR # 3 uses a comment box for scenarios like 'Other' when more than one 'No' applies to photo ID/TIN checks.
- SRCInstructions p.2 — QSR # 4 asks: *Are all required reference materials available at the site (electronic or paper)?* (The measurement question is bolded).
- SRCInstructions p.3 — QSR # 7 asks: *Is a current Civil Rights poster made available to all taxpayers who seek services at the site?* (The measurement question is bolded).
Common confusion points
What does 'coordinator' include?
The term includes both site coordinators and local/district coordinators.
→ Check instructions on page 1.
When filling out QSR #3, what if more than one 'No' applies to photo ID or TIN checks?
Select 'Other' in the Comments box for QSR #3.
→ Verify this choice against the questions listed under QSR #3.
What should be in the Comments box for QSR #1?
The comments are required for underlined answer options and can indicate corrective actions taken.
→ Confirm you address all underlined items on page 1.
If you select 'No' for QSR #4, what specific materials must you list?
You must specify if Publication 4012, Publication 17, Publication 4299, or Volunteer Tax Alerts/Quality Site Requirements Alerts/CyberTax Alerts are not available.
→ Review the options provided under QSR #4 on page 2.
If you select 'No' for QSR #5 (Volunteer Agreement), what does it mean?
It means there was a violation related to one of the six listed Volunteer Standards of Conduct (VSC) items.
→ Check which specific VSC number corresponds to your finding.
What is the difference between an 'Announced' and 'Unannounced' review?
These are types of reviews documented in Section B on page 1, indicating whether advance notification was given.
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Questions about IRS Form 6729D
What is IRS Form 6729D used for?
This form helps review the quality of a site participating in the Volunteer Income Tax Assistance/Tax Counseling for the Elderly (VITA/TCE) programs. Reviewers use it to check if volunteers are properly certified, if processes meet required standards, and if all necessary documentation is present.
Who must file IRS Form 6729D?
The form is used by reviewers who conduct a site review for VITA/TCE programs. The reviewer can be designated as an RM TC Partner or another party listed in Part A.
What information does IRS Form 6729D require?
Part A collects identifying information about the site and the reviewer, while subsequent sections assess adherence to requirements like QSR #1 (Volunteer Certification) and QSR #2 (Intake/Interview). The Comments box allows reviewers to add notes without naming a specific person.
When is IRS Form 6729D due?
The date of review is recorded on Form 6729-D, but the source does not specify a filing deadline for the form itself. It dictates when the site was reviewed.
Where do I file IRS Form 6729D?
The official source does not list a specific mailing address or service center for submission. The form indicates it can be used to document reviews conducted at various sites.
How do I complete IRS Form 6729D?
A reviewer completes Part A by entering site details (Site name, SIDN, SEID) and their own information. The reviewer then checks specific requirements using Yes/No answers across the form's sections before signing or finalizing the review.
What does 'coordinator' include?
The term includes both site coordinators and local/district coordinators. Check instructions on page 1.
When filling out QSR #3, what if more than one 'No' applies to photo ID or TIN checks?
Select 'Other' in the Comments box for QSR #3. Verify this choice against the questions listed under QSR #3.
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