Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) Programs

Forms and Documents

Forms and supporting documents for this ICR

Document	Type	Status	Availability
Form 13206 Volunteer Assistance Summary Report	Form	Modified	Available
Form 13715 Volunteer Site Information Sheet	Form	Modified	Available
Form 14204 Tax Counseling for the Elderly (TCE) Program Application Checklist and Contact Sheet	Form	Modified	Available
Form 8654 Tax Counseling for the Elderly Program Semi-Annual/Annual Program Report	Form and Instruction	Modified	Available
Form 8653 Tax Counseling for the Ederly Program Application Plan	Form and Instruction	Modified	Available
Form 14310 VITA/TCE Volunteer Form	Form and Instruction	Removed	Available
2017-07-10 SS 1545-2222r.doc	Supporting Statement A	Uploaded 2017-07-10	Available

IC Document Collections

Information collection document groups

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

ICR Details

OMB Control No: 1545-2222	ICR Reference No: 201704-1545-035
Status: Active	Previous ICR Reference No: 201403-1545-010
Agency/Subagency: TREAS/IRS	Agency Tracking No:
Title: Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) Programs
Type of Information Collection: Revision of a currently approved collection	Common Form ICR:  No
Type of Review Request: Regular
OIRA Conclusion Action: Approved without change	Conclusion Date: 11/25/2017
	Date Received in OIRA: 07/17/2017
Terms of Clearance:

table that charts list comparision

	Inventory as of this Action	Requested	Previously Approved
Expiration Date	11/30/2020	36 Months From Approved	11/30/2017
Responses	45,300	0	47,130
Time Burden (Hours)	16,067	0	16,097
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. Using these forms will provide consistent information that is needed when potential VITA/TCE volunteers submit their interest in volunteering to represent the IRS when they prepare tax returns during filing season

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

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
60-day Notice:	Federal Register Citation:	Citation Date:
	82 FR 18968	04/24/2017
30-day Notice:	Federal Register Citation:	Citation Date:
	82 FR 32602	07/14/2017
Did the Agency receive public comments on this ICR? No

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Number of Information Collection (IC) in this ICR: 5

table that charts list of burden

IC Title	Form No.	Form Name
Volunteer Site Information Sheet	13715	Volunteer Site Information Sheet
VITA/TCE Volunteer Form	14310	VITA/TCE Volunteer Sign-Up
Tax Counseling for the Ederly Program Application Plan	8653	Tax Counseling for the Ederly Program Application Plan
Tax Counseling for the Elderly (TCE) Program Application Checklist and Contact Sheet	14204	Tax Counseling for the Elderly (TCE) Program Application Checklist and Contact Sheet
Tax Counseling for the Elderly Program Semi-Annual/Annual Program Report	8654	Tax Counseling for the Elderly Semi-Annual/Annual Program Report
Volunteer Assistance Summary Report	13206	Volunteer Assistance Summary Report

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ICR Summary of Burden

table that charts list 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	45,300	47,130	0	-1,830	0	0
Annual Time Burden (Hours)	16,067	16,097	0	-30	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: Yes

Burden Reduction Due to: Miscellaneous Actions

Short Statement: Form 14310 was made obsolete as of June 23, 2016 as the process is now part of Link & Learn on IRS.gov. Discontinuing this form decreased the estimated number of respondents by 2000 and overall hourly burden of 67 hours. The agency has updated its most recent estimates based on most recent filing data. The data reflects an increase in the number of respondents/responses for Forms 8653, 8654, and 14204. Hourly burden increases are as follows: Form Respondents Total Burden 8653 50 to 100 13 hrs. to 25 hrs. 8654 30 to 100 8 hrs. to 25 hrs. 14204 50 to 100 9 hrs. to 17 hrs. The result of the above changes result in a decrease of 1,830 in the number of respondents (47,130 to 45,300) with decrease of the in the overall estimate of burden hours to 30 hours (16,097 to 16,067).

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Annual Cost to Federal Government: $0

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

Does this ICR request any personally identifiable information (see OMB Circular No. A-130 for an explanation of this term)? Please consult with your agency's privacy program when making this determination.     Yes

Does this ICR include a form that requires a Privacy Act Statement (see 5 U.S.C. §552a(e)(3))? Please consult with your agency's privacy program when making this determination.     Yes

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: 07/17/2017

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