Form 14446- Virtual VITA/TCE Taxpayer Consent English

Department of the Treasury - Internal Revenue Service
Form 14446- Virtual VITA/TCE Taxpayer Consent
This form is required whenever the taxpayer’s tax return is completed and/or quality reviewed in a non-face-to-face environment. The site must explain to the taxpayer the process used to prepare the taxpayer’s return. If applicable, volunteers must advise taxpayers of the associated risk of transferring their data from one site location to another site.
Part I - To be completed by the VITA/TCE site:
Site name

CEIBA
Site Address

174 DIAMOND ST PHILADELPHIA PA 19122
Site Identification Number (SIDN)

S14063337
Site Coordinator Name

WILLIAM GONZALES
Site Contact Telephone Number

215-634-7245
This site is using the following Virtual/TCE method(s) to prepare your tax return:

E. 100% Virtual VITA/TCE Process: This method includes non face-to-face interactions with the taxpayer and any of the VITA/ TCE volunteers during the intake, interview, return preparation, quality review, and signing the tax return. The site must explain the process and consent. This includes the virtual procedures to send required documents (social security numbers, Form W-2 and other documents) through a secured file sharing system to a designated volunteer for review.

Part II: The Sites Process:
Explain how each process will be followed to assist taxpayers remotely. How will the site manage:
1. Scheduling the Appointment

Ceiba will be scheduling tax appointments through the phone and sending confirmation messages to its clients.
2. Securing Taxpayer Consent Agreement

The consent agreement will be sent to taxpayers via email where they then may be able to fill out electronically or print and upload to Tresorit which is an encrypted cloud storage.
3. Performing the Intake Process (secure all documents)

The tax preparers and clients will meet virtually where the tax preparer will guide the taxpayer in uploading their necessary documents to the Tresorit site. Having uploaded the documents, the tax preparer may verify they have the necessary documents in order to prepare the return.
4. Validating taxpayer's authentication (Reviewing photo identification & Social Security Cards/ITINS)

Upon uploading the necessary documentation as well as tax documents, the tax preparer will review the document to confirm all documents are valid and match the information given during the intake process.
5. Performing the interview with the taxpayer(s)

If necessary, you may be contacted for additional information. If so, please follow the plans used to contact each other to ensure you are talking to the appropriate site contact and they are discussing your return information with you. If the preparer has everything required to prepare the return, you will not be contacted until the return is completed.
6. Preparing the tax return

IN RESPONSE TO COVID-19 OUTBREAK, CEIBA WILL PROVIDE VIRTUAL TAX ASSISTANCE USING TAXWISE ONLINE MOBILE SITE AND APP.
7. Performing the quality review

IN RESPONSE TO COVID-19 OUTBREAK, CEIBA WILL PROVIDE VIRTUAL TAX ASSISTANCE USING TAXWISE ONLINE MOBILE SITE AND APP.
8. Sharing the completed return

IN RESPONSE TO COVID-19 OUTBREAK, CEIBA WILL PROVIDE VIRTUAL TAX ASSISTANCE USING TAXWISE ONLINE MOBILE SITE AND APP.
9. Signing the return

IN RESPONSE TO COVID-19 OUTBREAK, CEIBA WILL PROVIDE VIRTUAL TAX ASSISTANCE USING TAXWISE ONLINE MOBILE SITE AND APP.
10. E-filing the tax return

IN RESPONSE TO COVID-19 OUTBREAK, CEIBA WILL PROVIDE VIRTUAL TAX ASSISTANCE USING TAXWISE ONLINE MOBILE SITE AND APP.

Page three of this form will be maintained at the site with all other required documents.
Part III: Taxpayer Consents:
Request to Review your Tax Return for Accuracy:
To ensure you are receiving quality services and an accurately prepared tax return at the volunteer site, IRS employees randomly select free tax preparation sites for review. If errors are identified, the site will make the necessary corrections. IRS does not keep any personal information from your reviewed tax return and this allows them to rate our VITA/TCE return preparation programs for accurately prepared tax returns. If you do not wish to have your return included as part of the review process, it will not affect the services provided to you at this site.
If the site preparing this return is selected, do you consent to having your return reviewed for accuracy, by an IRS employee?*

YesNo
Virtual Consent Disclosure:
If you agree to have your tax return prepared and your tax documents handled in the above manner, your signature and/or agreement is required on this document. Signing this document means that you are agreeing to the procedures stated above for preparing a tax return for you. If this is a Married Filing Joint return both spouses must sign and date this document If you chose not to sign this form, we may not be able to prepare your tax return using this process. Since we are preparing your tax return virtually, we have to secure your consent agreeing to this process. If you consent to use these non-IRS virtual systems to disclose or use your tax return information, Federal law may not protect your tax return information from further use or distribution in the event these systems are hacked or breached without our knowledge. If you agree to the disclosure of your tax return information, your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for one year from the date of signature. If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact the Treasury Inspector General for Tax Administration TIGTA by telephone at 1-800-366-4484, or by e-mail at complaints@tigta.treas.gov. While the IRS is responsible for providing oversight requirements to Volunteer Income Tax Assistance VITA and Tax Counseling for the Elderly TCE programs, these sites are operated by IRS sponsored partners who manage IRS site operations requirements and volunteer ethical standards. In addition, the locations of these sites may not be in or on federal Property.
I'm agreeing to using this site's Virtual VITA/TCE Process:*

YesNo
Printed name*
Date of birth*

MonthDayYear
Last four digits Social Security/ITIN number*
Date*

MonthDayYear
Email address*
example@example.com
Telephone number*
Signature (electronic)

Clear
OR
Signature (type/print)
Printed name (spouse if married filing joint)
Date of birth

MonthDayYear
Last four digits Social Security/ITIN number
Date

MonthDayYear
Telephone number
Email address
example@example.com
Signature (electronic)

Clear
OR
Signature (type/print)
Should be Empty:

Form 14446- Virtual VITA/TCE Taxpayer Consent

Part I - To be completed by the VITA/TCE site:

Site name

Site Address

Site Identification Number (SIDN)

Site Coordinator Name

Site Contact Telephone Number

Part II: The Sites Process:

1. Scheduling the Appointment

2. Securing Taxpayer Consent Agreement

3. Performing the Intake Process (secure all documents)

4. Validating taxpayer's authentication (Reviewing photo identification & Social Security Cards/ITINS)

5. Performing the interview with the taxpayer(s)

6. Preparing the tax return

7. Performing the quality review

8. Sharing the completed return

9. Signing the return

10. E-filing the tax return

Part III: Taxpayer Consents:

Virtual Consent Disclosure: