Form 8654 - Tax Counseling For The Elderly Program Semi-Annual / Annual Program Report Page 3
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1
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3Instructions
Enter the Report Type. If it is a semi-annual report put an X or if it is the annual report put an X in the box.
Line 1.
Line 2.
Enter the Fiscal Year.
Enter the recipient’s organization name, street address, city, state, zip code, and the account/identifying number. The
Line 3.
account/identifying number is the Employer Identification Number (EIN).
Enter the report period (month, day and year) on the To lines (e.g. if this is the semi-annual report because your program is
Line 4.
in operation after 4/30 your “to line” will be 5/31 – If this is your annual report enter the date in the “to line” your program
ended).
Enter the number of volunteer tax assistors/quality reviewers on line 5(a), the number of volunteer instructors on line 6(a),
Line 5-8.
and the number of volunteer coordinators/administrators on line 7(a). Enter the total number of volunteer tax assistors/
quality reviewers, volunteer instructors, and volunteer coordinators/administrators on line 8(a). DO NOT count any volunteer
twice, even if he/she serves in two or more capacities.
Enter the final amount of reimbursement for volunteer tax assistors/quality reviewers, volunteer instructors and volunteer
coordinators/administrators on the appropriate line in column (b). DO NOT include expenses for any volunteer twice (i.e., if
an individual serves as a volunteer coordinator as well as a tax assistors/quality reviewers all of his/her expenses should be
estimated on line 7, only). Include reimbursements made to volunteers for actual expenses incurred or stipends provided to
volunteers. Either method is permitted and both stipends and actual reimbursements can be used by a grantee
simultaneously as long as records are kept on both and the total is placed under lines 5-8. Please note: Stipends must be
designated on expected out-of-pocket expenses not on time engaged in volunteer service.
Enter the number of clerical, administrative or technical personnel you will pay in the Numbers Column and the dollar
Line 9.
amount in the Cost Column.
Supplies include pencils, pens, paper, etc. These are supplies for the TCE Program other than those directly attributable for
Line 10.
e-file. Include purchase of recognition items not to exceed $10 purchased for volunteers on this line.
Enter the rent, utilities and/or custodial services costs for the TCE Program.
Line 11.
Enter the cost for audit services for the TCE Program.
Line 12.
Enter travel of program sponsors or expenses incurred by program administrators or coordinators who are paid staff to
Line 13.
monitor sites.
Line 14.
Enter the final cost for the development of publicity (i.e., public service announcements, posters, brochures) and other
publicity materials.
Line 15.
Enter the final cost for interpreter services.
Line 16.
Enter the final cost of installing temporary telephone lines at “telephone answering sites”, or internet connectivity costs to
provide e-file services.
Line 17.
Enter the final cost for all postage, including postage used for the fulfillment of orders for program materials.
Total the administrative expenses (add lines 9-17 in the Cost Column (b)). This figure should not be more than 30% of line
Line 18.
19.
Enter the program cost by adding lines 8 and 18 in the Cost Column (b).
Line 19.
Line 20.
Enter the costs incurred for attending a meeting at the IRS office or with IRS personnel. Provide lodging receipts, taxi
receipts, air fare, meals and incidental expenses, gas receipts, etc. Include travel expenses for attendance at train-the-
trainer tax law or site coordinator training. Do not include expenses for daily site operations travel, these are now captured
on line 13.
Cost for diskettes, paper, printer cartridges, toner, cable locks, memory, network cards, external media, and anything else
Line 21.
directly attributable to e-file expenses. Computers and printers (with unit cost not to exceed $1,000) can be purchased to
support e-file using grant funds. You should also include costs associated with computer repair of equipment used for tax
preparation services.
Enter the total program costs (add lines 19-21 in the Cost Column (b)).
Line 22.
Enter the total amount of the TCE federal award.
Line 23.
Enter the unexpended balance of the TCE federal award (subtract line 22 from line 23).
Line 24.
An entry needs to be made on this line for any monies that were withdrawn from the Payment Management System (PMS)
Line 25.
for activities that did not occur.
List the number of individual paper Federal tax returns prepared for taxpayers 60+ and all other taxpayers.
Line 26.
Line 27.
List the number of individual e-file Federal tax returns prepared for taxpayers 60+ and all other taxpayers.
Line 28.
Add figures from lines 26 and 27 and insert that total in line 28.
Line 29.
List the number of taxpayers assisted—All other (exclude return preparation) for taxpayers 60+ and all other taxpayers.
Add figures from lines 28 and 29 and insert that total in line 30.
Line 30.
List the number of tax preparation sites for e-file sites, the combination of paper and e-file sites, and the total of lines 31a
Line 31.
and 31b on line 31c.
Provide the site name, Site Identification Number (SIDN), Electronic Filing Identification Number (EFIN), type of site i.e., e-
Line 31.
file or combo, and the volunteer return preparation hours for each site. The volunteer return preparation hours are the actual
hours the volunteers work and not the hours of operation.
The Form 8654, Semi-Annual/Annual Program Report should be prepared as cumulative, reflecting expenditures for
the entire year. A Semi-Annual Report is required to be completed ONLY if program is in operation after April 30th.
The Semi-Annual Report is due by 6/30. The Annual Report must be submitted by 12/31 or 90 days after the
completion of your program, whichever is earlier.
8654
Form
(Rev. 5-2012)
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