What requirements must be met for scanned documents and customer portal programs?

The requirement that a return must be initiated in TaxSlayer by a certified volunteer is essential for several reasons. First, it ensures that the preparation of tax returns adheres to the program's standards and compliance with IRS regulations. Only certified volunteers, who have undergone the necessary training and testing, are equipped with the skills and knowledge to accurately complete returns, especially in a digital environment.

Initiating the return in TaxSlayer also allows for proper monitoring and management of the data input, ensuring quality control and security of sensitive information. By mandating that only certified volunteers initiate returns, the program maintains the integrity and confidentiality of taxpayer information, which is critical given the sensitive nature of tax returns. This requirement aligns with best practices in data management within VITA/TCE programs, ultimately contributing to a more efficient and secure process for tax preparation.