6729

QSS Site Review Sheet

Agency
IRS
Revision
Rev. 10-2026
Fillable fields
145
Pages
3
Official source
IRS form page
Checked
October 21, 2026
Fill 6729 online
Page 1 of form 6729

Form 6729: QSS Site Review Sheet

Form 6729 is the QSS Site Review Sheet. The form says it is used to measure a site's adherence to the Quality Site Requirements (QSR) and Volunteer Standards of Conduct (VSC), and to monitor site operations for the Volunteer Income Tax Assistance/Tax Counseling for the Elderly (VITA/TCE) programs.

It is a review sheet, not a tax return. The reviewer records who conducted the review, whether it was a QSS remote or QSS in-person review and whether it was announced, then answers 32 questions grouped by QSR, each with a Comments box. The form points to Document 13513, QSS Site Review Job Aid for Form 6729, for guidance in completing it.

The form says each met measurement question is valued at 10%, so a site that meets all ten is rated at 100%. You can fill out Form 6729 free in your browser on this page and download the result without an account.

What's on Form 6729

Header and boxes A to C

Date of review, site name, SIDN and SEID, who conducted the review, the type of review (QSS Remote, QSS In-person or Other) and whether it was announced or unannounced.

QSR 1 and 2: Certification and intake

Questions 1 to 10 on volunteer certification, the Site Coordinator Test, Link & Learn Taxes, the intake/interview and quality review process, and whether the Forms 13614-C reviewed were complete.

QSR 3 to 5: Identity, references and volunteers

Questions 11 to 19 on photo ID and TIN checks, Publications 4012, 17 and 4299, Forms 13615, Volunteer Standards of Conduct violations and Publication 4836.

QSR 6 to 9: Filing, civil rights and site numbers

Questions 20 to 23 on timely filing and signed Forms 8879, the Civil Rights poster, and the correct SIDN and EFIN.

QSR 10 and site operations

Questions 24 to 31 on encrypted and password-protected computers, equipment security, PII, Section 7216 consent notices, role-based software access, volunteers identifying themselves and SPECforce site information.

Rating and remarks

Question 32 gives the overall Quality Site Requirement Adherence Rating, and a Remarks section holds general comments and overflow comments.

How to fill out Form 6729

  1. 1

    Fill in the header

    Enter the date of review, site name, SIDN and SEID, then check boxes A, B and C for the reviewer, the type of review and advanced notice.

  2. 2

    Answer questions 1 to 31

    The form says the measurement questions for each QSR are in bold, and the questions in italics are used to decide how to answer them.

  3. 3

    Add comments

    The form says comments are required for answer options that are underlined. It also says not to enter any information that identifies a specific person in the Comments section.

  4. 4

    Score the site

    For question 32, the form says the rating is based on the answers to questions 5, 9, 13, 14, 18, 20, 21, 22, 23 and 28, each met question valued at 10%.

  5. 5

    Use the Remarks section

    Add general comments, and any required comments that did not fit in a question's own Comments section.

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Where it goes, guidance and scoring

Where it goes

The form prints no mailing address, fax number or deadline. It is a site review sheet, not a return sent with a tax filing.

Guidance

The form says to use Document 13513, QSS Site Review Job Aid for Form 6729, for guidance in completing it.

Scoring

Each met measurement question is valued at 10%. If all ten measurement questions are met, the form says the site is rated at 100%.

Privacy in comments

Do not enter information that identifies a specific person in the Comments section, the form says.

Related forms

Who fills out Form 6729?

  • QSS reviewers

    Box A records who conducted the review, with the options QSS Reviewer and Other.

  • Site and local coordinators

    The form says the term coordinator includes both site coordinators and local coordinators. Question 4 asks whether they passed the Site Coordinator Test.

  • VITA/TCE volunteers

    Most questions ask about the site's volunteers, such as their certification, intake and quality review process, ID checks and security practices.

  • Not filed by taxpayers

    Taxpayers do not complete this sheet. The form says not to enter any information that identifies a specific person in the Comments section.

The form is completed by the person reviewing a VITA/TCE site. It records findings about the site, not about one taxpayer's return.

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Questions about Form 6729

Is Form 6729 a tax return?

No. It is a review sheet used to measure a VITA/TCE site's adherence to the Quality Site Requirements and Volunteer Standards of Conduct, and to monitor site operations.

Who completes Form 6729?

The person reviewing the site. Box A offers QSS Reviewer or Other, and box B offers QSS Remote, QSS In-person or Other.

How is the site scored?

The form says each met measurement question is valued at 10%, and a site that meets all ten measurement questions is rated at 100%.

Which questions count toward the rating?

Question 32 says the measurement is based on the answers to questions 5, 9, 13, 14, 18, 20, 21, 22, 23 and 28.

Where is the guidance for completing it?

The form points to Document 13513, QSS Site Review Job Aid for Form 6729.

Can I name a volunteer or taxpayer in the comments?

The form says not to enter any information that identifies a specific person in the Comments section.