Quality site requirements qsr
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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

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Quality Site Requirements (QSR)

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Quality site requirements qsr

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

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

QSR # 2 – Intake and Interview

  • Mandatory Training Module

  • All Volunteers Train and Take IRS Std of Conduct Test


Qrs 3 quality review

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

QSR # 4 – Reference Material

  • IRS Alerts

  • CyberTax

  • AARP Alerts

  • Pub 4012 / Pub 17

  • Internet Access Adequate

  • TWD / TWO

  • DC / DistAdm notify LCs


Qsr 5 volunteer agreement

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

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

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

QSR # 8 – Correct SIDN

  • Confirm on Initial Site Template

  • QSR # 9 – Correct EFIN

  • Confirm on Initial 8879 Setting


Qsr 10 security privacy confidenciality

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


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