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Federal Free Printable Form 13615 (Rev. 10-2018) for 2019 Federal Volunteer Standards of Conduct Agreement – VITA/TCE Programs

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Volunteer Standards of Conduct Agreement – VITA/TCE Programs
Form 13615 (Rev. 10-2018)

Department of the Treasury - Internal Revenue Service Form Volunteer 13615 (October 2018) Standards of Conduct Agreement – VITA/TCE Programs The mission of the VITA/TCE return preparation programs is to assist eligible taxpayers in satisfying their tax responsibilities by providing free tax return preparation. To establish the greatest degree of public trust, volunteers are required to maintain the highest standards of ethical conduct and provide quality service. Instructions: All VITA/TCE volunteers (whether paid or unpaid workers) must pass the Volunteer Standards of Conduct certification, and sign and date Form 13615, Volunteer Standards of Conduct Agreement, prior to working at a VITA/TCE site. In addition, return preparers, quality reviewers, site coordinators, and VITA/TCE tax law instructors must certify in the Intake/Interview & Quality Review and tax law prior to signing this form. This form is not valid until the site coordinator, sponsoring partner, instructor, or IRS contact confirms the volunteer’s identity, with photo ID, and signs and dates the form. Standards of Conduct: As a volunteer in the VITA/TCE Programs, you must: 1) Follow the Quality Site Requirements (QSR). 4) Not knowingly prepare false returns. 2) Not accept payment, solicit donations, or accept refund payments for federal or state tax return preparation from customers. 5) Not engage in criminal, infamous, dishonest, notoriously disgraceful conduct, or any other conduct deemed to have a negative effect on the VITA/TCE Programs. 3) Not solicit business from taxpayers you assist or use the knowledge you gained (their information) about them for any direct or indirect personal benefit for you or any other specific individual. 6) Treat all taxpayers in a professional, courteous, and respectful manner. Failure to comply with these standards could result in, but is not limited to, the following: • Your removal from all VITA/TCE Programs; • Inclusion in the IRS Volunteer Registry to bar future VITA/TCE activity indefinitely; • Deactivation of your sponsoring partner’s site VITA/TCE EFIN (electronic filing ID number); • Removal of all IRS products, supplies, loaned equipment, and taxpayer information from your site; • Termination of your sponsoring organization’s partnership with the IRS; • Termination of grant funds from the IRS to your sponsoring partner; and • Referral of your conduct for potential TIGTA and criminal investigations. Taxpayer Impact: Taxpayer trust in the IRS and the local sponsoring partner organization is jeopardized when ethical standards are not followed. Fraudulent returns that report incorrect income, credits, or deductions can result in many years of interaction with the IRS as the taxpayer tries to pay the additional tax plus interest and penalties. This can result in an extreme burden for the taxpayer as the taxpayer tries to resolve the errors made on his or her return. Volunteer Protection: The Volunteer Protection Act generally protects unpaid volunteers from liability for acts or omissions that occur while acting within the scope of their responsibilities at the time of the act or omission. It provides no protection for harm caused by willful or criminal misconduct, gross negligence, reckless misconduct, or a conscious, flagrant indifference to the rights or safety of the individual harmed by the volunteer. For additional information on the volunteer standards of conduct, please refer to Publication 1084, Site Coordinator Handbook. Privacy Act Notice – The Privacy Act of 1974 requires that when we ask for information we tell you our legal right to ask for the information, why we are asking for it, and how it will be used. We must also tell you what could happen if we do not receive it, and whether your response is voluntary, required to obtain a benefit, or mandatory. Our legal right to ask for information is 5 U.S.C. 301. We are asking for this information to assist us in contacting you relative to your interest and/or participation in the IRS volunteer income tax preparation and outreach programs. The information you provide may be furnished to others who coordinate activities and staffing at volunteer return preparation sites or outreach activities. The information may also be used to establish effective controls, send correspondence and recognize volunteers. Your response is voluntary. However, if you do not provide the requested information, the IRS may not be able to use your assistance in these programs. Please note: Sponsoring organizations may perform background checks on their volunteers. Catalog Number 38847H www.irs.gov Form 13615 (Rev. 10-2018) Volunteer: By signing this form, I declare that I have completed Volunteer Standards of Conduct certification and have read, understand, and will comply with the standards of conduct. I also certify that I am a U.S. citizen, a legal resident, or otherwise reside in the U.S. legally. Full name (please print) Volunteer position(s) IRS Employee Home address (street, city, state and ZIP code) Email address Daytime telephone Number of years volunteered (including this year) Volunteer signature Sponsoring partner name/site name Date Volunteer Certification Levels (Add the letter "P" for all passing test scores) Standards of Conduct (Required for ALL) Intake/Interview Site Coordinator Basic & Quality Review Training Advanced Military International HSA Puerto Rico 1 2 Foreign Students Federal Tax Law Update Test for Circular 230 Professionals Federal Tax Law Update Test for Circular 230 Professionals: Only volunteers in good standing as an attorney, CPA, or Enrolled Agent can take this certification. To qualify for this certification, the license information below must be completed by the volunteer and verified by the partner or site coordinator. Volunteers with this certification level can prepare any tax returns that fall within the scope of the VITA/TCE Programs. (Advanced, HSA, Military, etc.) A Scope of Service Chart is located in Publication 4012, VITA/TCE Volunteer Resource Guide. See Publication 1084, Site Coordinator Handbook, for additional requirements and instructions. Note: Advanced certification is necessary for qualification for CE Credits, the Federal Tax Law Update Test does not qualify the volunteer to receive CE Credits. See Publication 4396-A, Partner Resource Guide, for more information about requirements for CE Credits. Licensing jurisdiction (state) Professional designation (Attorney, CPA, or Enrolled Agent) Bar, license, registration, or enrollment number Effective or issue date Expiration date (if provided) Note: SPEC established the minimum certification requirements for volunteers who are authorized under Circular 230; however, partners may establish additional certification requirements for their volunteers. Volunteers should check with the sponsoring SPEC Partner. Site Coordinator, Sponsoring Partner, Instructor or IRS: By signing this form, I declare that I have verified the required certification level(s) and photo identification for this volunteer prior to allowing the volunteer to work at the VITA/TCE site. Approving Official’s signature and date Approving Official's (printed) name and title (site coordinator, sponsoring partner, instructor, etc.) For Continuing Education (CE) Credits ONLY (to be completed by the site coordinator or partner) Instructions: Complete this section when an unpaid certified volunteer is requesting Continuing Education (CE) credits. CE credits will not be issued without a PTIN for Enrolled Agents or Non-credentialed preparers. CPAs, attorneys, or CFPs do not require a PTIN; however, they must check with their governing board requirements for obtaining CE Credits. The site coordinator, sponsoring partner, or instructor must sign and date this form and send the completed form to the SPEC Territory Office/Relationship Manager for further processing. Refer to the Fact Sheet - Continuing Education Credits on the Site Coordinator Corner or Publication 4396-A, Partner Resource Guide, for additional requirements and instructions. Volunteer Preparer's Tax Identification Number (PTIN) CTEC ID number (if applicable) PA- Name as listed on PTIN card Site Identification Number (SIDN) S- Address (VITA/TCE Site or teaching location) Professional Status (check only one box) Enrolled Agent (EA) Certified Public Accountant (CPA) Attorney Certified Financial Planner (CFP) Non-credentialed Tax Return Preparer (Participating in the Annual Filing Season Program) Certification Level Volunteer Hours (Check only one box below) (Minimum of 10 volunteer hours required to issue CE Credits) Total hours volunteered Advanced OR Advanced and One or More Specialty Courses (qualifies for 14 CE credits) OR Total hours volunteered (qualifies for 18 CE credits) Site Coordinator, Sponsoring Partner, or Instructor: By signing this form, I declare that I have validated that the reported volunteer hours are based on the activities this volunteer performed in my site or training facility. Approving Official's (printed) name and title (site coordinator, sponsoring partner, instructor) Approving Official’s signature Catalog Number 38847H Date signed www.irs.gov Form 13615 (Rev. 10-2018)
Extracted from PDF file 2018-federal-form-13615.pdf, last modified August 2018

More about the Federal Form 13615 Other TY 2018

We last updated the Volunteer Standards of Conduct Agreement – VITA/TCE Programs in December 2018, so this is the latest version of Form 13615, fully updated for tax year 2018. You can download or print current or past-year PDFs of Form 13615 directly from TaxFormFinder. You can print other Federal tax forms here.

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Form Sources:

The Internal Revenue Service usually releases income tax forms for the current tax year between October and January, although changes to some forms can come even later. We last updated Federal Form 13615 from the Internal Revenue Service in December 2018.

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Historical Past-Year Versions of Federal Form 13615

We have a total of six past-year versions of Form 13615 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:


2018 Form 13615

Form 13615 (Rev. 10-2018)

2017 Form 13615

Form 13615 (Rev. 10-2017)

2016 Form 13615

Form 13615 (Rev. 10-2016)

Volunteer Standards of Conduct Agreement – VITA/TCE Programs 2015 Form 13615

Form 13615 (Rev. 10-2015)

Volunteer Standards of Conduct Agreement - VITA/TCE Programs 2012 Form 13615

Form 13615 (Rev. 1-2012)

Volunteer Standards of Conduct Agreement - VITA/TCE Programs 2011 Form 13615

Form 13615 (Rev. 1-2012)


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