View Information Collection Request (ICR) Package

OMB Control No: 1545-1964	ICR Reference No: 201603-1545-009
Status: Historical Active	Previous ICR Reference No: 201301-1545-028
Agency/Subagency: TREAS/IRS	Agency Tracking No: Form_13614-C
Title: Intake/Interview & Quality Review Sheets
Type of Information Collection: Revision of a currently approved collection	Common Form ICR: No
Type of Review Request: Emergency	Approval Requested By: 03/31/2016
OIRA Conclusion Action: Approved without change	Conclusion Date: 08/19/2016
Retrieve Notice of Action (NOA)	Date Received in OIRA: 03/30/2016
Terms of Clearance:

	Inventory as of this Action	Requested	Previously Approved
Expiration Date	02/28/2017	6 Months From Approved	08/31/2016
Responses	3,700,000	0	3,375,000
Time Burden (Hours)	616,803	0	562,583
Cost Burden (Dollars)	0	0	0

Abstract: 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.

Emergency Justfication: 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.

Authorizing Statute(s): US Code: 26 USC 6103 Name of Law: Confidentiality and disclosure of returns and return information

Citations for New Statutory Requirements: None

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

Federal Register Notices & Comments
Did the Agency receive public comments on this ICR? No

ICR Summary of Burden

	Total Approved	Previously Approved	Change Due to Adjustment in Estimate
Annual Number of Responses	3,700,000	3,375,000	325,000
Annual Time Burden (Hours)	616,803	562,583	54,220
Annual Cost Burden (Dollars)	0	0	0

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

Burden Increase Due to:

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

Burden Reduction Due to:

Short Statement: 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.

Annual Cost to Federal Government: $80,000

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

Agency Contact: Timothy Pinkney 804 916-8732

View ICR - OIRA Conclusion