Form 13206 PDF Details

Understanding the essentials of the Form 13206, Volunteer Assistance Summary Report, presents a significant opportunity to delve into the structured framework that supports the IRS's volunteer tax preparation and outreach programs. This form, designed for concise summary reporting, is a bridge connecting volunteers to the IRS, ensuring that the contributions of each volunteer are accurately recorded and acknowledged. Updated in September 2004, it serves as a crucial tool for the Department of the Treasury and the Internal Revenue Service to streamline the collection of volunteer data, encompassing site identification, coordinator details, and volunteer contributions. It specifically caters to volunteer sites engaging in the VITA (Volunteer Income Tax Assistance) and TCE (Tax Counseling for the Elderly) programs. By emphasizing the need for detailed reporting by the third business day after the month's end, it ensures timely and efficient data collection. Moreover, the introduction of the Site Identification Number (SIDN) underscores a move towards greater organization and ease of tracking volunteer efforts, reflecting an evolution from a partner-based to a site-based identification system. Additionally, the form underscores the importance of recognizing new and returning volunteers, capturing their roles, certification statuses, and contributions across multiple sites if applicable. The inclusion of reminders and a volunteer list emphasizes the form's role in not just data collection but also in facilitating effective volunteer management and recognition within the IRS's umbrella of volunteer-driven tax assistance services. Through its comprehensive approach to capturing volunteer efforts, the Form 13206 epitomizes the organizational intent to acknowledge and leverage volunteer contributions effectively, thereby empowering both the volunteers and the IRS in their collective goal of providing vital tax preparation and outreach services.

QuestionAnswer
Form NameForm 13206
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other namesform 13206 2020, 1974, 33190J, E-file

Form Preview Example

 

 

 

 

 

 

 

 

Department of the Treasury — Internal Revenue Service

 

 

 

 

 

 

 

 

 

 

Form 13206

 

 

Volunteer Assistance Summary Report

 

 

 

 

 

 

(Rev. 9-2004)

Please mail, fax, or e-mail this form, the preferred reporting method for volunteer assistance or a document containing

 

 

 

 

 

 

all information requested on this form to your IRS reporting office by the 3rd business day after the end of the month.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

See IRS contact for mail or e-mail address.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Date:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

SPEC Use Only

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Direct Site

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Site Identification Number:

S

 

 

 

 

 

-

 

 

 

 

-

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Leveraged Site

 

 

 

 

 

 

Note: For filing season 2005 the SIDN (Site Identification Number) will change from

 

 

 

 

 

 

 

 

 

 

Partner’s Name

 

 

 

 

 

 

 

 

 

 

 

 

 

 

beginning with a "P" to beginning with an "S". The remaining digits of current SIDNs will

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

not change. Beginning 2004, sites were issued new SIDNs. If your site does not have a

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

number contact the IRS, SPEC Territory Office.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

E-file Site

 

 

Paper Site

 

Both

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Site Name:

Site Address:

Special Services Offered: (i.e. hearing impaired interpreter; Language Assistance - German)

Site Coordinator/Manager’s Name:

Site Coordinator/Manager’s Mailing and Email Address:

Street Address

City

State

Zip Code

E-Mail Address

Site Coordinator/Manager’s Phone Number:

(

)

Reminders:

1.Total Number of Volunteers Previously Counted

2.Total Number of New Volunteers

(**Enter the total number of volunteers that worked for the first time at a VITA/TCE site)

3.Total Number of New Volunteers Reported This Filing Season (Add 1 & 2)

4.For “Date Certified” an entry should be made for all volunteers who prepare tax returns. This includes tax professionals and other volunteers who were previously exempt from taking a test.

VOLUNTEER LIST

The name and volunteer role (position) should only be entered on this form the first time they report to your site. Future completion of this form is only necessary if new volunteers have reported to your site.

 

 

Check if volunteer

 

If Yes,

 

Date

worked at more

 

Volunteer Name and Volunteer Role

If Yes, Indicate Site Name(s)

Indicate Program

Certified

than one site*

 

 

 

 

 

 

Yes

No

 

VITA

TCE

 

 

 

 

 

 

 

Volunteer Name

Volunteer Role

Volunteer Name

Volunteer Role

Volunteer Name

Volunteer Role

Volunteer Name

Volunteer Role

Catalog Number 33190J

Form 13206 Page 1 (Rev. 9-2004)

 

 

 

 

 

 

 

Page 2

 

 

 

 

 

 

 

 

 

 

 

Check if volunteer

 

If Yes,

 

 

Date

worked at more

 

Volunteer Name and Volunteer Role

If Yes, Indicate Site Name(s)

Indicate Program

Certified

than one site*

 

 

 

 

 

 

 

 

Yes

No

 

VITA

TCE

 

 

 

 

 

 

 

 

Volunteer Name

 

 

 

 

 

 

 

Volunteer Role

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Volunteer Name

 

 

 

 

 

 

 

Volunteer Role

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Volunteer Name

 

 

 

 

 

 

 

Volunteer Role

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Volunteer Name

 

 

 

 

 

 

 

Volunteer Role

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Volunteer Name

 

 

 

 

 

 

 

Volunteer Role

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Volunteer Name

 

 

 

 

 

 

 

Volunteer Role

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Volunteer Name

 

 

 

 

 

 

 

Volunteer Role

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Volunteer Name

 

 

 

 

 

 

 

Volunteer Role

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Volunteer Name

 

 

 

 

 

 

 

Volunteer Role

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Volunteer Name

 

 

 

 

 

 

 

Volunteer Role

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Volunteer Name

 

 

 

 

 

 

 

Volunteer Role

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Volunteer Name

 

 

 

 

 

 

 

Volunteer Role

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Volunteer Name

 

 

 

 

 

 

 

Volunteer Role

 

 

 

 

 

 

 

 

 

 

 

 

 

 

**Territory Offices, before including the volunteer in your count, please make sure they have not been previously counted at another site for the filing season.

IRS Volunteer Income Tax Preparation and Outreach Programs

Privacy Act Notice

The Privacy Act of 1974 requires that when we ask for information we tell you our legal right to ask for the information, why we are asking for it, and how it will be used. We must also tell you what could happen if we do not receive it, and whether your response is voluntary, required to obtain a benefit, or mandatory. Our legal right to ask for information is 5 U.S.C. 301. We are asking for this information to assist us in contacting you relative to your interest and/or participation in the IRS volunteer income tax preparation and outreach programs. The information you provide may be furnished to others who coordinate activities and staffing at volunteer return preparation sites or outreach activities. The information may also be used to establish effective controls, send correspondence and recognize volunteers. Your response is voluntary. However, if you do not provide the requested information, the IRS may not be able to use your assistance in these programs.

Catalog Number 33190J

Form 13206 Page 2 (Rev. 9-2004)

How to Edit Form 13206 Online for Free

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This form requires specific details; to guarantee correctness, remember to take into account the following guidelines:

1. The irs 13206 usually requires particular details to be typed in. Be sure the next blanks are completed:

Simple tips to complete 3rd stage 1

2. Soon after this array of blanks is completed, go to enter the applicable information in all these: Site CoordinatorManagers Phone, EMail Address, Reminders, Total Number of Volunteers, Total Number of New Volunteers, Enter the total number of, Total Number of New Volunteers, For Date Certified an entry, prepare tax returns This includes, VOLUNTEER LIST The name and, Volunteer Name and Volunteer Role, Date, Certified, Check if volunteer, and worked at more than one site.

Reminders, Total Number of New Volunteers, and EMail Address of 3rd

People frequently make errors when filling out Reminders in this part. You need to revise whatever you enter right here.

3. Completing Volunteer Name, Volunteer Role, Volunteer Name, Volunteer Role, Volunteer Name, Volunteer Role, Catalog Number J, and Form Page Rev is essential for the next step, make sure to fill them out in their entirety. Don't miss any details!

Catalog Number J, Volunteer Role, and Volunteer Role of 3rd

4. To move ahead, this fourth part will require filling out a few fields. Included in these are Yes, VITA, TCE, Volunteer Name, Volunteer Role, Volunteer Name, Volunteer Role, Volunteer Name, Volunteer Role, Volunteer Name, Volunteer Role, Volunteer Name, Volunteer Role, Volunteer Name, and Volunteer Role, which are crucial to carrying on with this form.

Volunteer Name, Volunteer Role, and Volunteer Role inside 3rd

5. As you come near to the last sections of the document, you'll notice just a few more points to complete. Notably, Volunteer Role, Volunteer Name, Volunteer Role, Volunteer Name, Volunteer Role, Volunteer Name, Volunteer Role, Volunteer Name, Volunteer Role, Territory Offices before including, IRS Volunteer Income Tax, Privacy Act Notice, and The Privacy Act of requires that should be filled in.

Volunteer Role, Territory Offices before including, and Volunteer Name in 3rd

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