Header and boxes A to C
Date of review, site name, SIDN and SEID, who conducted the review, the type of review (field site visit, remote site review, partner review or other) and whether it was announced or unannounced.
6729-D
VITA/TCE Site Review Sheet
- Agency
- IRS
- Revision
- Rev. 10-2025
- Fillable fields
- 145
- Pages
- 3
- Official source
- IRS form page
- Checked
- October 21, 2026
Form 6729-D: VITA/TCE Site Review Sheet
Form 6729-D is the VITA/TCE Site Review Sheet. The form says it is used to measure a site's adherence to the Quality Site Requirements (QSR) and the 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, the type of review and whether it was announced, then answers 30 questions grouped by QSR, each with a Comments box. The form says partners use Publication 5140 and SPEC employees use Document 13341 for help completing it, and that no information identifying a specific person goes in the Comments box.
Question 30 gives the overall adherence rating, worth 10 points for each measurement question marked Yes. You can fill out Form 6729-D free in your browser on this page and download the result without an account.
What's on Form 6729-D
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 Form 13614-C reviewed was complete.
QSR 3 to 5: Identity, references and volunteers
Questions 11 to 17 on photo ID and TIN checks, reference materials such as Publication 4012, Publication 17 and Publication 4299, signed Forms 13615, Volunteer Standards of Conduct violations and Publication 4836.
QSR 6 to 9: Filing and site numbers
Questions 18 to 21 on timely filing and signed Forms 8879, the Civil Rights poster, and the correct SIDN and EFIN.
QSR 10: Security, privacy and confidentiality
Questions 22 to 28 on encrypted and password-protected computers, equipment security, protecting and disposing of PII, Section 7216 consent notices, role-based software access and volunteers identifying themselves.
Site operations, rating and remarks
Question 29 checks the site operating information in SPECforce (formerly SPECTRM). Question 30 gives the overall adherence rating, and a Remarks section holds general and overflow comments.
How to fill out Form 6729-D
- 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 advance notification.
- 2
Work through the questions
Answer questions 1 to 29. The form says open-ended interview questions are in parentheses, questions in italics help decide the answer, and the measurement questions are in bold.
- 3
Add comments
The form says comments are required for underlined answer options and can note corrective actions taken. It also says not to enter any information that identifies a specific person in the Comments box.
- 4
Score the site
For question 30, the form awards 10 points for each Yes on measurement questions 5, 9, 11, 12, 16, 18, 19, 20, 21 and 26.
- 5
Use the Remarks section
Add general comments, and any required comments that did not fit in a question's Comments box.
Why fill Form 6729-D on indox
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- The official blank straight from the IRS, not a copy someone retyped
- Works on a phone, tablet or computer
Guides, privacy and scoring
Where it goes
The form does not print a filing address or due date. It is a review sheet for VITA/TCE program monitoring.
Help completing it
Partners use Publication 5140, and SPEC employees use Document 13341, according to the form.
Privacy
The form says not to enter any information that identifies a specific person in the Comments box.
Adherence rating
Ten measurement questions are worth 10 points each when marked Yes: questions 5, 9, 11, 12, 16, 18, 19, 20, 21 and 26.
Related forms
6729-C
VITA/TCE Return Review Sheet
196 fields, 3 pages
6729
QSS Site Review Sheet
145 fields, 3 pages
13614-C
Intake/Interview and Quality Review Sheet
297 fields, 6 pages
14446
Virtual VITA/TCE Taxpayer Consent
41 fields, 3 pages
13615
Volunteer Standards of Conduct Agreement – VITA/TCE Programs
76 fields, 2 pages
8879
IRS e-file Signature Authorization
20 fields, 2 pages
Who fills out Form 6729-D?
The form is completed by the person reviewing a VITA/TCE site. It records findings about the site, not about a taxpayer's return.
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Questions about Form 6729-D
Do taxpayers fill out Form 6729-D?
No. It is a site review sheet completed by the reviewer, and the form refers partners and SPEC employees to their own guides for completing it.
What does Form 6729-D measure?
The form says it measures a site's adherence to the Quality Site Requirements and Volunteer Standards of Conduct, and monitors site operations for the VITA/TCE programs.
How is the adherence rating figured?
The form awards 10 points for each measurement question marked Yes. The measurement questions are 5, 9, 11, 12, 16, 18, 19, 20, 21 and 26.
Which guides help complete it?
Partners use Publication 5140, VITA/TCE Site and Return Reviews Job Aid for SPEC Partners. SPEC employees use Document 13341, Field, Remote and Return Review Resource Guide for SPEC Employees.
Can names go in the Comments box?
No. The form says not to enter any information that identifies a specific person in the Comments box.
What types of review does it cover?
Box B lists a field site visit, remote site review, partner review or other. Box C records whether the review was announced or unannounced.