Intake/Interview & Quality Review Sheets

ICR 201701-1545-009

OMB: 1545-1964

Federal Form Document

ICR Details
1545-1964 201701-1545-009
Historical Active 201603-1545-009
TREAS/IRS
Intake/Interview & Quality Review Sheets
Extension without change of a currently approved collection   No
Regular
Approved without change 06/05/2017
Retrieve Notice of Action (NOA) 02/27/2017
In accordance with 5 CFR 1320, the request is approved.
  Inventory as of this Action Requested Previously Approved
06/30/2020 36 Months From Approved 06/30/2017
3,700,000 0 3,700,000
616,803 0 616,803
0 0 0

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.

US Code: 26 USC 6103 Name of Law: Confidentiality and disclosure of returns and return information
  
None

Not associated with rulemaking

  81 FR 79096 11/10/2016
82 FR 12026 02/27/2017
No

  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 3,700,000 3,700,000 0 0 0 0
Annual Time Burden (Hours) 616,803 616,803 0 0 0 0
Annual Cost Burden (Dollars) 0 0 0 0 0 0
No
No

$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.
02/27/2017


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