Get Tax Counseling For The Elderly Program Application Plan - Internal ...

Filling out the Tax Counseling For The Elderly Program Application Plan online is a straightforward process that helps ensure you provide all necessary information to participate in this valuable program. This guide will walk you through each step to effectively complete the application with clarity and precision.

Follow the steps to successfully complete the application online.

1. Click ‘Get Form’ button to access the application form and open it in your preferred online format.
2. Begin by entering the number of volunteer tax assistors or quality reviewers on line 1(a), followed by the number of volunteer tax instructors on line 2(a), and volunteer coordinators or administrators on line 3(a). Ensure volunteers are not counted multiple times if serving in multiple roles.
3. In column (b), enter the estimated reimbursement for tax assistors, instructors, and coordinators. Do not repeat expenses for any volunteer, even if they have served in more than one position.
4. Add lines 1 through 3 in both the Numbers and Cost columns to obtain the total amount on line 4.
5. For administrative expenses, list clerical, administrative, or technical staff numbers on line 5, and their respective dollar amounts in the Cost column.
6. Detail supplies and volunteer recognition costs on line 6, ensuring recognition items do not exceed $10.
7. List any rent, utilities, and custodial service costs related to the program on line 7.
8. Record the auditing costs for the program on line 8.
9. Input costs for travel incurred by staff monitoring TCE sites on line 9.
10. On line 10, estimate the costs associated with developing publicity materials.
11. Report costs for interpreter services on line 11, and for telephone installation or internet connectivity on line 12.
12. Document all postage costs required for the fulfillment of program materials on line 13.
13. Calculate the total administrative expenses by adding lines 5 through 13 in column (b) for line 14.
14. On line 15, enter the overall program cost by adding line 4 with line 14.
15. For line 16, estimate the travel costs associated with attending IRS meetings, ensuring to include receipts for all relevant travel expenses.
16. Detail estimated costs for electronic filing supplies and services on line 17.
17. On line 18, sum all program costs from lines 15, 16, and 17.
18. For lines 19a-c, provide the expected number of individual Federal tax returns prepared for taxpayers aged 60 and over for both paper and electronically filed returns.
19. Include additional numbers for other taxpayers aged 60 and over you plan to assist on line 20.
20. Project the total number of tax preparation sites and their types on lines 21a-c, detailing e-file and combination sites.
21. Finally, ensure the form is properly signed at the designated signature line.
22. Once completed, you can save changes, download, print, or share the application form as needed.

Complete your application online today to participate in the Tax Counseling For The Elderly Program.