1. Quality Site Requirements (QSR) 10 Elements Graded 10 points on each 6 New for TS 2013 Titled in red in following slides

2. 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

3. QSR # 2 – Intake and Interview Mandatory Training Module All Volunteers Train AND Take IRS Std of Conduct Test

4. QRS # 3 – Quality Review QR Certified at Advanced Level (HSA / CoD) Done in Presence of TaxPayer Do More Than Check Numbers

5. QSR # 4 – Reference Material IRS Alerts CyberTax AARP Alerts Pub 4012 / Pub 17 Internet Access Adequate TWD / TWO DC / Dist Adm notify LCs

6. QSR # 5 – Volunteer Agreement All Must Sign Part of Certification Process (see QSR #1) CE Credits for IRS Enrolled Agents Details TBA

7. QSAR # 6 – Timely e-Filing Submission – 3 Days Pick up Acks – 2 Days Notify TP of Unresolved Rejects – 24 Hrs

8. QSR # 7- Title VI Poster Use New AARP Poster DC / LC Order D143 from AARP Procurement Display at First Point of Contact

9. QSR # 8 – Correct SIDN Confirm on Initial Site Template QSR # 9 – Correct EFIN Confirm on Initial 8879 Setting

10. QSR # 10 Security / 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