QSRA Number: QSRA 2020-01
Issued: January 22, 2020
QSR Topic: Quality Site Requirement #4 – Reference Materials
Reason Issued: Change in policy: Quality Site Requirement (QSR) #4 – Reference Materials
New Policy: QSR #4 is expanded to include the Publication 4299, Privacy, Confidentiality, and Civil Rights – A Public Trust (PDF), as one of the required reference materials that must be available (either in paper or electronic format) at the site for use by volunteers. To heighten awareness of security requirements at VITA/TCE sites, Publication 4299 is now required to be readily available to coordinators and volunteers at the VITA/TCE sites.
References: The Publications 17, 4012 and 4299 are all available for download on IRS.gov or by signing into the TaxSlayer tax preparation software and selecting the option VITA/TCE Publications and User Guides found on the Navigation Bar.