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Form 6729D: VITA/TCE Site Review Sheet
IRS Form 6729-D is the VITA/TCE Site Review Sheet used by volunteer income tax assistance sites to measure compliance with Quality Site Requirements, Volunteer Standards of Conduct, and to monitor site operations. Revision date 10-2025.
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IRS Form 6729D - VITA/TCE Site Review Sheet
IRS Form 6729-D is the VITA/TCE Site Review Sheet used by volunteer income tax assistance sites to measure compliance with Quality Site Requirements, Volunteer Standards of Conduct, and to monitor site operations. Revision date 10-2025.
Risk Radar
Scan points- 1Not stated in the official source.
- 2Entering personal identifiers in the Comments box, which the form prohibits.
- 3Leaving any Yes/No question unanswered, resulting in an incomplete review.
- 4Failing to indicate the type of review (Field Site Visit, Remote Site Review, Partner review, Other).
- 5Not reporting identified violations to the Volunteer Standards of Conduct.
Plain English
These sheets let a VITA/TCE site record how well it follows the IRS’s quality and conduct rules. Reviewers answer Yes/No questions about volunteer certification, intake processes, alerts, civil‑rights postings, and data protection, then note any violations.
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 conducting a VITA/TCE site review to assess compliance with Quality Site Requirements and Volunteer Standards of Conduct.
- Check Form 13614-C instead when you need to verify the completeness of the intake/interview questionnaire.
Form selector
Use this form or another form?
Intake/interview questionnaire incomplete
Ensures required taxpayer information is collected accurately
✓ Confirm the questionnaire is fully completed and corrected
Virtual site review needed
Documents the remote site review process and compliance
✓ Verify the virtual site review form is signed and attached
Taxpayer signature on return missing
Authorization required for electronic filing
✓ Ensure Form 8879 is signed and dated
Deadline or filing window
Not stated in the official source.
Checklist
What you need before filling it out
QSR #1 Certification
Volunteer certification records · Site volunteer files
QSR #2 Intake/Interview Process
Completed Form 13614-C · Volunteer intake logs
QSR #3 Photo Identification
Photo IDs of taxpayers · Site ID log
QSR #4 Reference Materials
List of reference materials · Site resource inventory
QSR #6 Timely Filing
Signed Form 8879 and transmission logs · Filing records
QSR #7 Civil Rights
Current Civil Rights poster · Site display area
Before you submit
- 1Enter the date of review on the form
- 2Fill in the site name, SIDN, and SEID fields
- 3Select the type of review performed
- 4Provide comments for every underlined answer option
- 5Mark answers for all QSR #1 certification questions
- 6Mark answers for all QSR #2 intake/interview questions
- 7Mark answers for the QSR #3 photo identification question
- 8Mark answers for the QSR #4 reference materials question
- 9Mark answers for the QSR #6 timely filing question
- 10Mark answers for the QSR #7 civil rights question
How to file this form
- 1Complete the form using the Rev. 10-2025 edition
- 2Attach any required supporting documents such as Form 13614-C or Form 8879
- 3Review all answer selections and add required comments
- 4Sign and date the form if a signature line is present
- 5Submit the completed form to the designated IRS VITA/TCE coordinator
- 6Retain a copy of the submitted form for site records
Known limitations
- 1Do not enter any information that identifies a specific person in the Comments box.
- 2The term “coordinator” includes both site coordinators and local/district coordinators.
- 3Partners should use Publication 5140, VITA/TCE Site and Return Reviews Job Aid for SPEC Partners, for assistance in completing this form.
- 4SPEC employees should use Document 13341, Field, Remote and Return Review Resource Guide for SPEC Employees, for assistance in completing this form.
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.
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Fillable formOpen in Editor->Form 6729-D is issued in Revision 10-2025; the source shows the latest edition as Rev. 10-2025 and does not reference a separate latest‑information page.
What changed or needs a fresh check
- Edition date — confirm the revision reads 10-2025
- Catalog number — confirm Catalog Number 66908D appears
- Fee — Not stated in the official source
- Mailing address — Not stated in the official source
- Signature — Not stated in the official source
Quick Facts
Downloads
After you file
- 1Retain the completed Form 6729-D with all supporting documentation for at least three years.
- 2Submit the form to the appropriate IRS review office as indicated on the cover page.
- 3Keep a copy of the submission confirmation or receipt for your records.
- 4If an error is discovered after filing, contact the IRS review coordinator promptly to request a corrected submission.
Sources
- SRCForm p.1 — Use this form to measure the site’s adherence to the Quality Site Requirements (QSR), Volunteer Standards of Conduct (VSC), and to monitor site operations for VITA/TCE programs.
- SRCForm p.2 — QSR #6 includes the option 'No-Form 8879 not signed', indicating Form 8879 is used for taxpayer signature on e‑file returns.
- SRCNot stated in the official source — verify on the agency site
- SRCNot stated in the official source — verify on the agency site
- SRCNot stated in the official source — verify on the agency site
- SRCNot stated in the official source — verify on the agency site
Common confusion points
What is considered an 'Advanced Notification'?
The term appears without definition, leading to uncertainty.
→ Confirm whether the review was announced or unannounced as indicated on the form.
Do I need to fill the Comments box if I select 'No'?
Comments are required for answer options which are underlined, but not all options are underlined.
→ Provide a brief explanation for any 'No' response where comments are required.
Can I identify a specific taxpayer in the Comments?
The instructions prohibit entering personally identifying information.
→ Avoid including names, SSNs, or any personal identifiers in comments.
Which publication should I reference for assistance?
Both Publication 5140 and Document 13341 are mentioned for different employee types.
→ Use Publication 5140 for partners and Document 13341 for SPEC employees.
Is a remote site review considered a 'Field Site Visit'?
The form lists both 'Field Site Visit' and 'Remote Site Review' as review types.
→ Select the option that matches the actual method used for the review.
Do I need to answer QSR #10 if not applicable?
Question 26 asks if the site met components for QSR #10, but applicability may vary.
→ Answer 'Yes' or 'No' based on whether QSR #10 applies to your site.
Workflow map
Related forms and next steps
Before
Current
After
Often used with
⚠ If something goes wrong
- Form 7216 – authorizes use and disclosure of taxpayer information, relevant to consent notices.
Questions about IRS Form 6729D
What is IRS Form 6729D used for?
These sheets let a VITA/TCE site record how well it follows the IRS’s quality and conduct rules. Reviewers answer Yes/No questions about volunteer certification, intake processes, alerts, civil‑rights postings, and data protection, then note any violations.
Who must file IRS Form 6729D?
The VITA/TCE site being reviewed files IRS Form 6729-D.
What information does IRS Form 6729D require?
The form collects the review date, site name, SIDN, SEID, reviewer name, type of review, advanced notification status, and Yes/No responses to Quality Site Requirements, Volunteer Standards of Conduct, and privacy questions.
What is considered an 'Advanced Notification'?
The term appears without definition, leading to uncertainty. Confirm whether the review was announced or unannounced as indicated on the form.
Do I need to fill the Comments box if I select 'No'?
Comments are required for answer options which are underlined, but not all options are underlined. Provide a brief explanation for any 'No' response where comments are required.
Can I identify a specific taxpayer in the Comments?
The instructions prohibit entering personally identifying information. Avoid including names, SSNs, or any personal identifiers in comments.
Which publication should I reference for assistance?
Both Publication 5140 and Document 13341 are mentioned for different employee types. Use Publication 5140 for partners and Document 13341 for SPEC employees.
Is a remote site review considered a 'Field Site Visit'?
The form lists both 'Field Site Visit' and 'Remote Site Review' as review types. Select the option that matches the actual method used for the review.
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