Internal Revenue Service United States Department of the Treasury
Level Basic Advanced Military International

Course Introduction

Maintaining Taxpayers' Trust

Privacy Policy

Taxpayers will trust that all information you receive from them is protected from disclosure. To maintain this trust:

  • Do not disclose any personal tax information gained as a result of the service provided.
  • Do not openly discuss taxpayers by name in the presence of other volunteers or taxpayers. You may discuss tax situations with other volunteers. For example, a volunteer may refer to a situation (not a taxpayer) and ask or give advice about the appropriate tax treatment for that specific situation.
  • Do not retain taxpayers' documents for a follow-up visit. If you cannot fully complete the taxpayer's return at the time of service, return all documents to the taxpayer.
  • Do not take taxpayers' information for preparation of the return outside the presence of the taxpayer.
  • Do not prepare a tax return when you suspect an individual is not providing truthful information.
  • Do not exclude any of the taxpayer's relevant income or expenses, regardless of whether it increases or decreases the amount of tax due or refund.
Volunteer interviewing taxpayer.