Free Form 13978 (Rev. 6-2008) - Federal

Form 13978 (June 2008)

Department of the Treasury ­ Internal Revenue Service

Projected Operations VITA Grant Program Application Plan

Purpose: This form is to be used by VITA Grant Program applicants. It should accompany the completed VITA Grant Program Application Plan and should include estimates expected for next filing season in the categories shown. Name of Partner: Federal Return Preparation 1. Total low income federal returns filed electronically 2. Total low income federal returns filed as paper returns 3. Total low income federal returns prepared (Add lines 1 & 2) Return Preparation Site Information 4. Total established sites - fixed location 5. Total established sites - ad hoc location 6. Total proposed new sites - fixed location 7. Total proposed new sites - ad hoc location 8. Total sites operated (Add lines 4 through 7) 9. Total sites offering paper only return preparation 10. Total sites offering electronic filing 11. Total tax preparation software licenses required by the IRS Quality Review Method Planned at Sites 12. Total sites using peer review 13. Total sites using designated review Estimate the number of volunteers and the total hours the volunteers will work by type of position they will occupy. 14. Tax Assistors - Certified 15. Support (Greeters, etc.) - Non-certified 16. Site Coordinators 17. Instructors 18. Program Administrators Estimate the number of federal tax returns expected to prepare for each underserved population. Choose only one population as your primary and one population as your secondary focus. Underserved Population 19. Low income elderly 20. Low income rural 21. Low income disabled 22. Low income limited English proficient 23. Low income Native American 24. Low income (not included in Lines 19-23) Comments/Remarks Primary ­ select one Secondary ­ select one Number of Returns Number of Volunteers Grant Period: October 1, through June 30,
Number of Returns

Number of Sites

Number of Sites

Total Volunteer Hours

Signature Signature Of Responsible Official Date Form 13978 (Rev. 6-2008)

Catalog Number 51503C

NOTE: To be completed when applying for entry into the program.

Instructions ­ Projected Operations ­ VITA Grant Program Plan

Line 1 Line 2 Line 3 Line 4 Line 5 Line 6 Line 7 Line 8 Line 9 Line 10 Line 11 Line 12 Line 13 Line 14 Line 15 Line 16 Line 17 Line 18 Line 19 Line 20 Line 21 Line 22 Line 23 Line 24

Record the number of low income federal returns expected to file electronically. Record the number of low income federal returns expected to file as a paper return. Record the total low income federal returns expected to file. This is the sum of lines 1 and 2. Record the number of sites already established that will operate during the next filing season in fixed site locations. Record the number of sites already established that will operate during the next filing season in ad hoc site locations. More explanation on fixed and ad hoc sites can be found in the glossary section of Publication 4671. Record the number of proposed new sites that will operate during the next filing season in fixed site locations. Record the number of proposed new sites that will operate during the next filing season in ad hoc site locations. More explanation on fixed and ad hoc sites can be found in the glossary section of Publication 4671. Record the total number of established and new sites that will operate. This is the sum of lines 4 through 7. Record the total number of established and proposed new sites that will offer paper filing only. Record the total number of established and proposed new sites that will offer electronic filing. Record the number of tax preparation software packages required from IRS for the sites covered by this grant. More information for determining this information can be found in the tax preparation software section of Publication 4671. Record the number of sites that will use peer review method of quality review. Record the number of sites that will use designated review method of quality review. Record the number of volunteers whose primary responsibility will be certified tax return assistors and record the total hours expected to work by all these volunteers. Record the number of volunteers whose primary responsibility will be support personnel such as a greeter and record the total hours expected to work by all these volunteers. Record the number of volunteers whose primary responsibility will be site coordinators and record the total hours expected to work by all these volunteers. Record the number of volunteers whose primary responsibility will be instructors and record the total hours expected to work by all these volunteers. Record the number of volunteers whose primary responsibility will be program administrators and record the total hours expected to work by all these volunteers. Estimate the total number of federal returns expected to prepare for the low income elderly population. Estimate the total number of federal returns expected to prepare for the low income rural population. Estimate the total number of federal returns expected to prepare for the low income disabled population. Estimate the total number of federal returns expected to prepare for the low income limited English proficient population. Estimate the total number of federal returns expected to prepare for the low income Native American population. Estimate the total number of federal returns expected to prepare for the low income population not included in lines 19 through 23.

Catalog Number 51503C

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Form 13978 (Rev. 6-2008)