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 SPEC’s 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
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)