TAP RECOMMENDATION
ID 2752
VITA/TCE
Handbook for Partners and Site Coordinators
Publication 5683
(11-2022)
Catalog Number 93304P
Chapter 12-3: Additional Web Resources
https://www.irs. gov/pub/irs-pdf/ p5683.pdf
(Add to Text with hyperlink)
Create Hyperlink Taxpayer Advocacy Panel (ImproveIRS.org)
Provide Taxpayers with a method of submitting suggestions to the IRS.
Creation of grassroot Outreach opportunity to solicit suggestions to improve the IRS.
Meets goals defined in Right #1-Right to be Informed, Right #4-Right to Challenge the IRS’s Position and be Heard, and Right #2-Right to Quality Service of the Tax Bill of Rights.
ID 2752
Adopted
IRS Response: 2752 VITA/TCE
Handbook for Partners and Site Coordinators (Add to Text with hyperlink) Create Hyperlink Taxpayer Advocacy Panel (ImproveIRS.org) Provide Taxpayers with a method of submitting suggestions to the IRS.
Publication 5683
(11-2022)
Catalog Number 93304P Creation of grassroot Outreach opportunity to solicit suggestions to improve the IRS.
IRS Response:
Agree
Implemented date
10/31/2024
Response explanation
SPEC has completed its revisions to Publication 5683 for the 2024 Filing Season. The link to Publication 3753 will be added to Publication 5683 for the 2025 Filing Season.
TAP RECOMMENDATION
ID 2753
FACT SHEET-
Filing Season 2023: VITA/TCE
Training and Site Materials
Publication 5358
(Rev. 10-2022)
Catalog Number 72991C D
https://www.irs. gov/pub/irs-pdf/ p5358.pdf (Add to Text to form) Add (Publication 3753
(1-2017) Catalog Number
31813),
“SPEAK UP” Brochure PRINTED
Brochure to inform Taxpayers of ways to submit suggestions to the IRS.
UPThe Volunteer Form appears to be a standardized ordering form for a VITA/TCE or LITC.
Meets go
ID 2753
Adopted
IRS response:
Agree
Implemented Date:
10/31/2024
Response Explanation:
Response explanation
SPEC has completed its revisions to Publication 5358 for the 2024 Filing Season (Rev. 09-2023). The link to Publication 3753 will be added to Publication 5358 for the 2025 Filing Season.
TAP RECOMMENDATION
ID 2754
Volunteer Order Form
Form 2333V
(Add Text to form) Add to:
CAT NO-Publication 3753
(1-2017)
ITEM- Taxpayer Advocacy Panel “SPEAK UP” Brochure to form)
TBOR Pub 1 should be printed out and set up at the VITA Intake Table and Admin table for the tax preparers start out with 20 pages for each table).
Spreadsheet to for the taxpayers to make recommendations. The Volunteer Form appears to be a standardized ordering form for a VITA/TCE or LITC.
Meets goals defined in Right #1-Right to be Informed, Right #4-Right to Challenge the IRS’s Position and be Heard, and Right #2-Right to Quality Service of the Tax Bill of Rights.
In an effort to collaborate with other IRS functions (SPEC, TAS, VITA/TCE, LITC) and to ensure that the taxpayer has a quality service, the right to be informed, and the right to be heard, we are placing the above- mentioned forms within multiple locations and agencies
ID 2754
Considered
IRS Response:
Under Consideration
Implemented Date:
10/31/2024
Response Explanation:
Response
Publication 1 is already available on Form 2333V and available for VITA/TCE sites to order and share with taxpayers. SPEC has completed it product update season, we will consider adding Publication 3753 to Form 2333V for the 2025 Filing Season. However, since we do not own this product, we would need to find out how many are in stock at the NDC and if the owner is willing to fund printing if more are needed. Lastly, Form 911 is an electronic only product so we can add a link to the form in Publication 5683 for the 2025 Filing Season.
Add 911 form for TAS intake to the administration table in case a taxpayer has an issue that must be referred to TAS for resolution.
In an effort to collaborate with other IRS functions (SPEC, TAS, VITA/TCE, LITC) and to ensure that the taxpayer has a quality service, the right to be informed, and the right to be heard, we are placing the above- mentioned forms within multiple locations and agencies
