Form 13614-T, is part of a series of forms related to the Form 13614. The Form 13614-T will be used as the Intake Sheet for individuals who potentially qualify to file a Form 1040EZ-T, Request for Refund of Federal Telephone Excise Tax, to receive their refund.
We request expedited processing because normal processing of this request will delay timely implementation and training of volunteers about how to use the form. It jeopardizes the IRS mission as follows:
Our ability to provide top quality service will be significantly impacted. As cited previously in this statement, TIGTA states that an Intake Form, when correctly used, helps ensure volunteers collect and apply accurate tax data from a taxpayer so they pay the correct amount of tax, receive (if appropriate) the correct credits, and comply fully with their tax responsibilities. Integrity and fairness may be compromised. Without this form, more partners will need to create their own versions of the form which erodes consistent data collection. Because this form is critical to so many stakeholders at so many points in the volunteer return preparation process, it has been reviewed by many internal and external entities, who have or have had the opportunity to review, comment, and affect the ultimate version of the form including:
Âa AARP
Âa Armed Forces Tax Council
Âa Annie E. Casey Foundation
Âa National Community Tax Coalition
Âa TIGTA
Âa AICPA
Âa TAP
Âa An effective tool for understanding and solving problems from the taxpayers¡¦ point of view will be lost. This form, as described earlier, is the volunteers¡¦ guide for interviewing assisted taxpayers so they can understand a taxpayer¡¦s circumstances and prepare their return fully informed. This is the key to sensitively engaging assisted taxpayers at all levels.
Âa Volunteer¡¦s ability to foster open two-way communication with assisted taxpayers may be hindered. As shown previously in this statement, the purpose of this form is open a channel of communication between volunteers and assistors. Open responses from taxpayers on this form will most likely result in accurate tax return preparation by the volunteer.
Timing Factors
The final design of the Form 13614-T was delayed due to discussions being held Servicewide on the interpretation of the procedure for requesting a refund of the federal excise tax paid. Determining what information to collect on the Form was dependent upon decisions made regarding this process.
The Form 13614-T is critical to continued improvements in the accuracy of volunteer-prepared returns.
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-T Form 13614-T, Telephone Excise Tax Refund Form 1040EZ-T Intake Sheet
SSNFORM F 13614T OMB 2006-11-15.doc
Form 13614-T, Telephone Excise Tax Refund Form 1040EZ-T Intake Sheet