The SPEC function developed the Form 13614-C, Intake/Interview & Quality Review Sheet that contains a standardized list of required intake and quality review questions to guide volunteers in asking taxpayers basic questions about themselves and conducting a quality review of the completed return. The intake/interview and quality review sheet is an effective tool for ensuring critical taxpayer information is obtained and applied during the interview and completion of the tax return process. In addition to English and Spanish, the form has been translated and is made available in 9 additional languages: Arabic, Chinese Traditional and Simplified, Creole (French), Korean, Polish, Portuguese, Tagalog, and Vietnamese.
Form 13614 is critical to continued improvements in the accuracy of volunteer-prepared returns for taxpayers having low to moderate incomes. Inaccurate tax returns negatively affect the taxpayer and agency, and can result in additional costs to the federal government. Form 13614-C ensures that preparers consistently collect personal information from each taxpayer to assure the returns are prepared accurately, avoiding erroneous returns .The 2015 filing season is currently underway and these forms are a vital part of the agencies mission to "provide America's Taxpayers top quality service by helping them understand and meet their tax responsibilities and by applying the tax law with integrity and fairness to all". Not having clearance would negatively affect taxpayers and the agency. In addition, the form is a critical part of the Integrated Return Preparation Process Model (IRPPM). This model outlines a step-by-step method for preparing accurate returns at VITA sites. In the 2004 Filing Season, TIGTA audited several VITA sites and in 2005 a follow up to determine SPECâs progress in addressing challenges detailed in the 2004 audit. This form was created as a result of this audit and is a part of the plan to address the challenge of accurate return preparation at VITA sites. For these reasons, the agency is requesting an emergency clearance.
US Code:
26 USC 6103
Name of Law: Confidentiality and disclosure of returns and return information
The agency has updated its estimate on the Annual Number of Responses based on the most recent data of accounts serviced. The programs serviced 3.7 Million customers in 2015 and this form (in whatever language is needed) is required to be used for each return filed in the program. This 325,000 estimate increase in the responses results in an increase in the overall time burden by 54,220 for a total of 616,803 hours. There have been no changes to the form (program changes) that would affect burden.
$80,000
No
No
No
No
No
Uncollected
Timothy Pinkney 804 916-8732
Reginfo record details
No
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-C Intake/Interview and Quality Review Sheet (English & 9 Translations)
ombat2.doc
1545-1964_supporting_statement_20160329.pdf
Intake/Interview and Quality Review Sheet (English & 9 Translations)