What is the first step in the process of closing a VITA site?

The first step in the process of closing a VITA site is to ensure no taxpayer information is left at the site. This step is crucial because the confidentiality and security of taxpayer information are paramount. VITA sites handle sensitive personal and financial data, and safeguarding this information is necessary to comply with IRS guidelines and protect taxpayers from potential identity theft and data breaches.

By confirming that no taxpayer information remains in the physical or digital formats at the site, site coordinators help maintain trust with the community and uphold the integrity of the VITA program. This action prioritizes the ethical handling of data, establishing the foundation for subsequent closure activities such as informing volunteers and correctly deactivating systems and user accounts.