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20 offered). Again, any changes to this information should be reported to the IRS SPEC Territory Office immediately. 2. Site Supplies Forms and publications may be ordered via Form 2333V, Volunteer Order Form, which is available from the local IRS SPEC Territory Manager. • Standard supplies needed may include, but are not limited to: pens, paper, pencils, staplers, calculators, scissors, tape, paper clips, mailing envelopes, printer cartridges and other supplies that may be used by volunteers at a site. Standard supplies cannot be ordered using Form 2333V. • Publication 5683, VITA/TCE Handbook for Partners and Site Coordinators, includes information related to major program components, hyperlinks to forms and publications you may need and a description of their use. 3. Site Records As a grant recipient you should maintain site records of the types of assistance provided to taxpayers. The type of assistance that needs to be captured includes, but not limited to is: • Number of individual Federal tax returns prepared (paper) • Number of individual Federal tax returns prepared (e-file) • Number of taxpayers assisted - all others (excludes return preparation) In addition, each volunteer is responsible for completing reimbursement vouchers as directed by you, the grant recipient. These vouchers should show their allowable expenses incurred in the program. The types of assistance information and the completed vouchers will then be consolidated and the data will be incorporated into the Form 8654, TCE Semi-Annual/Annual Program Report, submitted to the TCE Grant Program Office and when requesting financial payments through the Department of Health and Human Services (HHS) Payment Management System (PMS). See Semi-Annual/Annual Report Requirements section for more information on these reports. Publication 5683, VITA/TCE Handbook for Partners and Site Coordinators provides guidelines to ensure that all sites operate in a consistent manner and includes steps to managing a model site, including special sections on quality tax preparation, service and site operation. This publication should be referenced. 4. E-filing of Returns A valuable community service is performed when organizations and agencies band together to ensure all eligible taxpayers are aware of and take advantage of available free income tax assistance and electronic filing. E-filing of returns has many benefits for the taxpayer including; faster processing of the return, a greater accuracy rate, less correspondence with the IRS because of increased accuracy, and faster refunds compared to paper filers. It is the intention that all grant recipient organizations electronically file all eligible returns. It is a goal for the TCE program that grant recipients electronically file at least 65% of all returns completed for taxpayers aged 60 or older. If an organization does not meet the 65% elderly e-file goal, it will impact their consideration for a TCE grant during the subsequent year grant application period. You may be able to use your organization’s existing computer equipment depending on whether it is compatible with the requirements of the tax preparation software. Although IRS provides a small quantity of laptops and printers for use at existing sites, new and current grant recipients are encouraged to include funding for computers and printers as a budgeted item in the grant proposal when community resources are not available. IRS provides tax preparation software for its tax preparation sites free of charge. It is an expectation that grant recipients utilize this software for their TCE e-file program. Monies from the grant cannot be used to purchase tax preparation software. Three products are available – desktop, online and self-preparation. Desktop software orders can only be placed for sites with connectivity issues. Only sites with connectivity issues (e.g., rural areas with unreliable Wi-Fi and cell coverage) will be allowed to order TY2024 and beyond Desktop product. Site Management