Quality Site Requirements (QSR)

• 10 Elements− Graded 10 points on each

• 6 New for TS 2013− Titled in red in following slides

QSR # 1 - Certification

Process to Insure Appropriate Cert Level for Each Volunteer

• State TRS Certified by IRS• District Instructors Certified by TRS• Volunteers Certified by District Instructors• District Notifies State ADS and LCs• State ADS Notifies IRS− Once – at start of season− If questioned, LC is responsible

QSR # 2 – Intake and Interview

• Mandatory Training Module • All Volunteers Train AND Take IRS Std of

Conduct Test

QRS # 3 – Quality Review

• QR Certified at Advanced Level (HSA / CoD)• Done in Presence of TaxPayer• Do More Than Check Numbers

QSR # 4 – Reference Material

• IRS Alerts• CyberTax• AARP Alerts• Pub 4012 / Pub 17

• Internet Access Adequate− TWD / TWO− DC / Dist Adm notify LCs

QSR # 5 – Volunteer Agreement

• All Must Sign• Part of Certification Process (see QSR #1)• CE Credits for IRS Enrolled Agents

− Details TBA

QSAR # 6 – Timely e-Filing

• Submission – 3 Days• Pick up Acks – 2 Days• Notify TP of Unresolved Rejects – 24 Hrs

QSR # 7- Title VI Poster

• Use New AARP Poster− DC / LC Order D143 from AARP Procurement

• Display at First Point of Contact

QSR # 8 – Correct SIDN

• Confirm on Initial Site Template

QSR # 9 – Correct EFIN• Confirm on Initial 8879 Setting

QSR # 10Security / Privacy / Confidenciality

• Volunteer Identify to Taxpayers− Name Tag (First, Last Initial)− Obtain from AARP Procurement

• Taxpayers Identify to Counselor− Photo ID− Done by CF

• SSN Verified− SSA Cards, Letters, Forms− For ALL on 1040