Form 13206 (Rev. 10-2021). Volunteer Assistance Summary Report-2026

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by entering the Site Identification Number and Date if reporting at the site level. This information is crucial for accurate tracking.
  3. Fill in the Partner or Site Name, Address, and Primary Contact details. Ensure all contact information is correct for effective communication.
  4. Check the certification box confirming that all listed volunteers have signed Form 13615 and their identities were validated. This step is essential for compliance.
  5. In the Volunteer Information section, input each volunteer's First and Last Name, Email Address, and Number of Years Volunteered. This data helps track volunteer experience.
  6. Select applicable certifications for each volunteer by checking the relevant boxes under Volunteer Certification. This includes positions held and any training completed.
  7. If a volunteer is applying for Continuing Education Credits, check the corresponding box and ensure that Form 13615 is completed accordingly.
  8. Finally, review all entries for accuracy before submitting your form to your local SPEC territory office by the specified deadlines.

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Use of Form 13615: This form provides information on a volunteers certification. All VITA/TCE volunteers must pass the Volunteer Standards of Conduct certification, and sign and date Form 13615, Volunteer Standards of Conduct Agreement - VITA/TCE Programs, prior to working at a VITA/TCE site.
The VITA/TCE Security Plan Form 15272 is designed to ensure the security of taxpayer information at VITA/TCE sites. By adhering to the guidelines provided, site coordinators and volunteers can effectively protect sensitive information from unauthorized access.
Prior to opening, each site must have Form 15272, VITA/TCE Security Plan approved, signed and maintained at the territory office. The answer to Test Question 10 is (a.) True. Form 15272, VITA/TCE Security Plan, must be approved annually by, and maintained at, the local SPEC territory office.
Form 1099-C is to be used only for cancellations of debts for which the debtor actually incurred the underlying debt. File Form 1099-C, Cancellation of Debt, for each debtor. for whom you canceled a debt owed to you of $600 or. more if: 1.
IRS Notice CP32A is sent to a taxpayer when their original refund check expires, and the IRS needs to verify some information before sending a replacement check.

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