Form 13614-T, is part of a series of
forms related to the Form 13614. The Form 13614-T will be used as
the Intake Sheet for individuals who potentially qualify to file a
Form 1040EZ-T, Request for Refund of Federal Telephone Excise Tax,
to receive their refund.
We request expedited
processing because normal processing of this request will delay
timely implementation and training of volunteers about how to use
the form. It jeopardizes the IRS mission as follows: Our ability to
provide top quality service will be significantly impacted. As
cited previously in this statement, TIGTA states that an Intake
Form, when correctly used, helps ensure volunteers collect and
apply accurate tax data from a taxpayer so they pay the correct
amount of tax, receive (if appropriate) the correct credits, and
comply fully with their tax responsibilities. Integrity and
fairness may be compromised. Without this form, more partners will
need to create their own versions of the form which erodes
consistent data collection. Because this form is critical to so
many stakeholders at so many points in the volunteer return
preparation process, it has been reviewed by many internal and
external entities, who have or have had the opportunity to review,
comment, and affect the ultimate version of the form including: a
AARP a Armed Forces Tax Council a Annie E. Casey Foundation a
National Community Tax Coalition a TIGTA a AICPA a TAP a An
effective tool for understanding and solving problems from the
taxpayers¡¦ point of view will be lost. This form, as described
earlier, is the volunteers¡¦ guide for interviewing assisted
taxpayers so they can understand a taxpayer¡¦s circumstances and
prepare their return fully informed. This is the key to sensitively
engaging assisted taxpayers at all levels. a Volunteer¡¦s ability
to foster open two-way communication with assisted taxpayers may be
hindered. As shown previously in this statement, the purpose of
this form is open a channel of communication between volunteers and
assistors. Open responses from taxpayers on this form will most
likely result in accurate tax return preparation by the volunteer.
Timing Factors The final design of the Form 13614-T was delayed due
to discussions being held Servicewide on the interpretation of the
procedure for requesting a refund of the federal excise tax paid.
Determining what information to collect on the Form was dependent
upon decisions made regarding this process. The Form 13614-T is
critical to continued improvements in the accuracy of
volunteer-prepared returns.
On behalf of this Federal agency, I certify that
the collection of information encompassed by this request complies
with 5 CFR 1320.9 and the related provisions of 5 CFR
1320.8(b)(3).
The following is a summary of the topics, regarding
the proposed collection of information, that the certification
covers:
(i) Why the information is being collected;
(ii) Use of information;
(iii) Burden estimate;
(iv) Nature of response (voluntary, required for a
benefit, or mandatory);
(v) Nature and extent of confidentiality; and
(vi) Need to display currently valid OMB control
number;
If you are unable to certify compliance with any of
these provisions, identify the item by leaving the box unchecked
and explain the reason in the Supporting Statement.
Form 13614-T Form 13614-T, Telephone Excise Tax Refund Form 1040EZ-T Intake Sheet
SSNFORM F 13614T OMB 2006-11-15.doc
Form 13614-T, Telephone Excise Tax Refund Form 1040EZ-T Intake Sheet