Form 6729-D – Fillable PDF for VITA/TCE Site Review

The IRS Form 6729-D (Site Review Sheet) is used by Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) programs to evaluate a site’s compliance with the Quality Site Requirements (QSR) and Volunteer Standards of Conduct (VSC). This fillable PDF version lets you complete the form instantly in your browser—no extra PDF editor required.

What Is Form 6729-D?

Form 6729-D records the results of a site review, covering:

• Adherence to Quality Site Requirements (QSR)
• Volunteer Standards of Conduct (VSC)
• Operational observations for VITA/TCE sites
• Comments from the site coordinator (without personal identifiers)

The form is mandatory for any VITA/TCE location that receives IRS funding or oversight.

How to Complete the Form Online

Instead of downloading the PDF and opening a separate editor, simply click the "Fill out this form" button on this page. Our Formize PDF Filler app will load the document directly in your browser. Follow these steps:

1. Click the blue Fill out this form button.
2. Wait a few seconds while the Formize PDF Filler loads.
3. Enter the required information in each field. Required fields are marked with an asterisk (*).
4. Use the Comments box for observations—avoid entering names or personal data.
5. When finished, click Save & Download to get a completed copy, or click Submit if your organization has integrated a secure upload.

Common Mistakes to Avoid

• Including personal identifiers in the Comments section – the IRS prohibits names, SSNs, or any data that could identify a specific volunteer or client.
• Leaving required fields blank – an asterisk (*) indicates a mandatory entry; the form will not save until these are completed.
• Using an outdated version – always verify the revision date (current revision is Rev. 10‑2025).
• Incorrect date format – use MM/DD/YYYY as shown in the example field.

Where to Submit the Completed Form

After saving the filled PDF, email it to your regional VITA/TCE coordinator or upload it through your organization’s secure portal. Keep a copy for your records in case the IRS requests follow‑up documentation.

Need more guidance? Review the IRS instructions linked below or contact your local VITA/TCE supervisor.