Form 13206 Rev 10 Volunteer Assistance Summary Report 2021

What is the Form 13206 Rev 10 Volunteer Assistance Summary Report

The Form 13206, also known as the Volunteer Assistance Summary Report, is a document used by volunteers who assist in tax preparation for individuals. This form helps to summarize the volunteer's activities and the assistance provided during the tax filing process. It is essential for tracking the contributions of volunteers and ensuring compliance with IRS guidelines. The form is particularly relevant for organizations participating in the Volunteer Income Tax Assistance (VITA) program, which aims to provide free tax help to those who qualify.

How to use the Form 13206 Rev 10 Volunteer Assistance Summary Report

Using the Form 13206 involves several steps that ensure accurate reporting of volunteer activities. First, volunteers should fill out their personal information, including name, contact details, and the organization they represent. Next, they must document the hours spent assisting clients, the types of services provided, and any specific cases handled. This information is crucial for the organization to evaluate volunteer contributions and for the IRS to maintain records of volunteer activities. Once completed, the form should be submitted according to the organization's guidelines.

Steps to complete the Form 13206 Rev 10 Volunteer Assistance Summary Report

Completing the Form 13206 requires attention to detail. Here are the steps to follow:

1. Gather necessary information, including personal details and volunteer hours.
2. Indicate the types of assistance provided, such as tax preparation or client education.
3. Document specific cases, if applicable, to provide context for the assistance given.
4. Review the completed form for accuracy and completeness.
5. Submit the form as instructed by your organization, either electronically or in paper format.

Legal use of the Form 13206 Rev 10 Volunteer Assistance Summary Report

The legal use of the Form 13206 is governed by IRS regulations, particularly for organizations involved in tax assistance programs. It serves as an official record of volunteer contributions, which may be required for compliance audits or funding applications. Accurate completion of the form is essential to ensure that the reported volunteer hours and services align with IRS expectations. Organizations must retain these records for a specified period to demonstrate adherence to tax assistance program requirements.

Key elements of the Form 13206 Rev 10 Volunteer Assistance Summary Report

Several key elements are essential for the Form 13206. These include:

• Volunteer Information: Name, contact details, and organization affiliation.
• Hours of Service: Total hours volunteered during the tax season.
• Types of Assistance: Specific services provided, such as tax preparation or client outreach.
• Case Documentation: Details of any specific cases handled, if applicable.
• Signature: A declaration that the information provided is accurate and complete.

Form Submission Methods (Online / Mail / In-Person)

The Form 13206 can be submitted through various methods depending on the organization's guidelines. Common submission methods include:

• Online Submission: Many organizations offer electronic submission options through their websites or dedicated portals.
• Mail: Volunteers may also send completed forms via postal mail to the designated office.
• In-Person: Some organizations may require forms to be submitted in person during designated hours.