VITA/TCE Volunteer Program

Forms and Documents

Document	Type	Status	Availability
Form 13260 Volunteer Assistance Summary Report	Form and Instruction	Unchanged	Available
Form 13715 Form 13715 - Volunteer Site Information Sheet	Form	Unchanged	Repair queued
Form 14024 Tax Counseling for the Elderly (TCE) Program Application Checklist and Transmittal	Form	Unchanged	Available
Form 8654 Tax Counseling for the Elderly Program Semi-Annual/Annual Program Report	Form and Instruction	Unchanged	Repair queued
Form 8653 Tax Counseling for the Ederly Program Application Plan	Form	Unchanged	Available
Form 14310 VITA/TCE Volunteer Form	Form and Instruction	Unchanged	Available
Supporting Statement 1545-2222.doc	Supporting Statement A	Uploaded 2013-09-27	Available

IC Document Collections

IC ID	Collection	Type	Status	Form
205288	Volunteer Assistance Summary Report	Form and Instruction	Unchanged
205093	Form 13715 - Volunteer Site Information Sheet	Form	Unchanged
200721	Tax Counseling for the Elderly (TCE) Program Application Checklist and Transmittal	Form	Unchanged
200720	Tax Counseling for the Elderly Program Semi-Annual/Annual Program Report	Form and Instruction	Unchanged
200719	Tax Counseling for the Ederly Program Application Plan	Form	Unchanged
199780	VITA/TCE Volunteer Form	Form and Instruction	Unchanged

ICR Details

OMB Control No: 1545-2222	ICR Reference No: 201309-1545-083
Status: Historical Active	Previous ICR Reference No: 201212-1545-009
Agency/Subagency: TREAS/IRS	Agency Tracking No:
Title: VITA/TCE Volunteer Program
Type of Information Collection: Revision of a currently approved collection	Common Form ICR:  No
Type of Review Request: Emergency	Approval Requested By: 09/27/2013
OIRA Conclusion Action: Approved without change	Conclusion Date: 09/27/2013
	Date Received in OIRA: 09/27/2013
Terms of Clearance: Treasury must ensure prior terms of clearance are met.

	Inventory as of this Action	Requested	Previously Approved
Expiration Date	03/31/2014	6 Months From Approved	09/30/2013
Responses	47,130	0	2,130
Time Burden (Hours)	16,097	0	97
Cost Burden (Dollars)	0	0	0

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Abstract: The Internal Revenue Service offers free assistance with tax return preparation and tax counseling using specially trained volunteers. The Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) programs assist seniors and individuals with low to moderate incomes, those with disabilities, and those for whom English is a second language.

Emergency Justfication: Treasury is adding two forms to this clearance that had IRS had previously determined did not require OMB/PRA approval. IRS has since reversed that determination and is now seeking PRA approval for forms 13206 and 13715. Please see the short statement below and question 15 of the supporting statement for further detail.

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Authorizing Statute(s): PL: Pub.L. 91 - 172 83 Name of Law: Tax Reform Act of 1969
   PL: Pub.L. 95 - 600 163 Name of Law: Revenue Act of 1978
  

Citations for New Statutory Requirements: None

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Associated Rulemaking Information
RIN:	Stage of Rulemaking:	Federal Register Citation:	Date:
	Not associated with rulemaking

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Federal Register Notices & Comments

Did the Agency receive public comments on this ICR? No

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Number of Information Collection (IC) in this ICR: 6

IC Title	Form No.	Form Name
Form 13715 - Volunteer Site Information Sheet	13715	Volunteer Site Information Sheet
Tax Counseling for the Ederly Program Application Plan	8653	Tax Counseling for the Elderly Program Application Plan
Tax Counseling for the Elderly (TCE) Program Application Checklist and Transmittal	14024	Tax Counseling for the Elderly (TCE) Program Application Checklist and Transmittal
Tax Counseling for the Elderly Program Semi-Annual/Annual Program Report	8654	Tax Counseling for the Elderly Program Semi-Annual / Annual Program Report
VITA/TCE Volunteer Form	14310	VITA/TCE Volunteer Sign Up
Volunteer Assistance Summary Report	13260	Volunteer Assistance Summary Report

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ICR Summary of Burden

	Total Approved	Previously Approved	Change Due to New Statute	Change Due to Agency Discretion	Change Due to Adjustment in Estimate	Change Due to Potential Violation of the PRA
Annual Number of Responses	47,130	2,130	0	45,000	0	0
Annual Time Burden (Hours)	16,097	97	0	16,000	0	0
Annual Cost Burden (Dollars)	0	0	0	0	0	0

Burden increases because of Program Change due to Agency Discretion: Yes

Burden Increase Due to: Miscellaneous Actions

Burden decreases because of Program Change due to Agency Discretion: No

Burden Reduction Due to:

Short Statement: In the past, VITA/TCE forms had been determined to be exempt from the PRA; further consideration has determined that some of these forms do fall under the PRA and require approval by OMB. IRS is taking steps to assure compliance by requesting a change to this ICR to incorporate additional forms under the VITA/TCE program that have been in use without an OMB number. Forms included in this request: Form 13715, Volunteer Site Information Sheet This form is completed by VITA/TCE coordinators or sponsors to list the location and operating hours of their sites. This information is used by IRS toll-free assistance line to help taxpayers locate the nearest volunteer tax preparation site, and also used to post the sites on irs.gov. Form 13206, Volunteer Assistance Summary Report Partners are required to provide information for all volunteers that worked at their site(s). This information is to assist IRS of volunteer's interest and/or participation in the IRS volunteer income tax preparation and outreach program and to identify skills.

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Annual Cost to Federal Government: $0

Does this IC contain surveys, censuses, or employ statistical methods? No

Is the Supporting Statement intended to be a Privacy Impact Assessment required by the E-Government Act of 2002? No

Is this ICR related to the Affordable Care Act [Pub. L. 111-148 & 111-152]? No

Is this ICR related to the Dodd-Frank Wall Street Reform and Consumer Protection Act, [Pub. L. 111-203]? No

Is this ICR related to the American Recovery and Reinvestment Act of 2009 (ARRA)? No

Is this ICR related to the Pandemic Response? Uncollected

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Common Form ICR:  No

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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:

(a) It is necessary for the proper performance of agency functions;

(b) It avoids unnecessary duplication;

(c) It reduces burden on small entities;

(d) It uses plain, coherent, and unambiguous language that is understandable to respondents;

(e) Its implementation will be consistent and compatible with current reporting and recordkeeping practices;

(f) It indicates the retention periods for recordkeeping requirements;

(g) It informs respondents of the information called for under 5 CFR 1320.8 (b)(3) about:

(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;

(h) It was developed by an office that has planned and allocated resources for the efficient and effective management and use of the information to be collected.

(i) It uses effective and efficient statistical survey methodology (if applicable); and

(j) It makes appropriate use of information technology.

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.

Certification Date: 09/27/2013

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