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Click ‘Get Form’ to open it in the editor.
Begin by filling out Part I, which requires details about the VITA/TCE site. Enter the site name, address, identification number, and contact information.
In Part II, explain the site's process for assisting taxpayers remotely. Address each point regarding scheduling appointments, securing consent, and validating taxpayer identity.
Complete Part III by indicating whether you consent to have your tax return reviewed for accuracy. Ensure all required signatures are provided.
Review all entered information for accuracy before saving or exporting the completed form.
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All VITA/TCE sites, except Facilitated Self Assistance (FSA) remote sites, must prepare an annual security plan to safeguard taxpayer data. Sites can use Form 15272, VITA/TCE Security Plan or a similar document which captures the same information to meet this requirement.
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irs form 15272
Forms, instructions and publications
If a PDF file wont open, try downloading the file to your device and Form 15272 Title VITA/TCE Security Plan, Revision Date Oct 2024, Posted Date
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered Yes on Form 990, Part IV, line 12a.
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