Free Form 13615 (Rev. 8-2008) - Federal

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Form 13615 (Rev. 8-2008)

Department of the Treasury ­ Internal Revenue Service

Cat. No. 38847H

Volunteer Agreement
Standards of Conduct ­ VITA/TCE Programs

The mission of the VITA/TCE Program is to provide free basic tax return preparation for eligible taxpayers. Volunteers are the program's most valuable resource. To establish the greatest degree of public trust Volunteers have a responsibility to provide high quality service and uphold the highest of ethical standards. Instructions: To be completed by all volunteers in the VITA/TCE program. As a participant in the VITA/TCE Program, I agree to the following standards of conduct:

· · · ·

I will treat all taxpayers professionally, with courtesy and respect. I will safeguard the confidentiality of taxpayer information. I will apply the tax laws equitably and accurately to the best of my ability. I will only prepare returns for which I am certified. (Basic, Advanced, etc.)

· ·

I will exercise reasonable care in the use and protection of equipment and supplies. I will not solicit business from taxpayers I assist or use the knowledge I have gained about them for any direct or indirect personal benefit for me or any other specific individual. I will not accept payment from taxpayers for the services I provide. I may receive compensation as an employee of a program sponsor.


Volunteer Information
Print Full Name Home Street Address City, State and Zip Code Site and/or Partner Name

Daytime Telephone E-mail Address Signature Date This form is to be retained at the Site or by the Partner.

Volunteer position(s)
(screener, preparer, interpreter, reviewer, etc.)

(Partner Use Only) Test Results ­ Only volunteers preparing federal tax returns, answering tax law questions, or reviewing federal tax returns for accuracy are required to be certified. Basic Intermediate Advanced Military International Volunteer's Test Score Certification level ­ Mark the appropriate box Foreign Student/Scholars Part 1 Part 2 Part 3

Certified by (IRS or SPEC Partner Only):


Privacy Act Notice­The 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.

Cat. No. 38847H

Form 13615 (Rev. 8-2008)