IRS VITA Grant Program

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IRS VITA Grant Program

The Volunteer Income Tax Assistance Grant Program is an IRS initiative designed to promote and support free tax preparation service for the underserved, low income populations. These include the elderly, disabled, limited-English-speaking, non-urban, and Native American taxpayers.

In 2008, 379 organizations applied for VITA grant funding, requesting more than $30 million. History was made when 111 of these organizations received VITA Grant funding for the 2009 fiscal year. Congress appropriated funds for the 2010 fiscal year to continue the VITA Grant.

The Grant Program is intended to provide direct funds to organizations to:

Enable VITA Programs to extend services to underserved populations in hardest-to-reach areas, both urban and non-urban
Increase the capacity to file returns electronically
Heighten quality control
Enhance volunteer training
Significantly improve the accuracy rate of returns prepared at volunteer sites

Please send emails with questions about the VITA Grant Program to Grant.Program.Office@irs.gov.

What's New

2010 TCE/VITA Orientation Conference Presentations
2010 Grant Recipient Guidelines
Grant Recipient Forms
- Form 13981, VITA Grant Agreement
- SF1199-A, Direct Deposit Form
- VITA Grant Program Office Primary Contact Form
- Division of Payment Management Primary Contact Form

Application Forms

Standard Form 424, Application for Federal Assistance
Standard Form 424A, Budget Information–Non-construction Programs
Standard Form 424B, Assurances—Non-construction Programs
Standard Form LLL, Disclosure Form to report lobbying when applicable
VITA Grant 2010 Excel Template Workbook

Reporting Requirements

VITA Grant Reporting Requirements
Guidelines for VITA Grant Reports
SF 425, Federal Financial Report
SF PPR, Performance Progress Report
SF PPR-A, Performance Measures
SF PPR-B, Program

Publications

Publication 561, Determining the Value of Donated Property
Publication 1084, IRS Volunteer Site Coordinators Handbook
Publication 4299, Privacy and Confidentiality-A Public Trust
Publication 4671, VITA Grant 2010 Program Overview and Application Package (Revision 6-2009)
Publication 4680 VITA Grant Program brochure (Rev. 6-2009)

Important Links

Office of Management and Budget- Circulars governing the administrative requirements, cost principles, and audit requirements of a grant award.
Central Contractor Registry - the primary registrant database of contracts and assistance awards for the federal government.
State Review Required under Executive Order 12372 - Allows each state to designate an entity to review proposed federal financial assistance and direct federal development. Visit the Web site to determine whether your state participates.
Division of Payment Management - On-line payment system required to request federal funds through the Department of Health and Human Services.
Dun & Bradstreet Universal Number - The DUNS number is a means to identify entities receiving federal grants and cooperative agreements. Call 1–866–705–5711 to learn more.

Additional Resources

Form 13614-C, Intake/Interview and Quality Review Sheet
VITA Grant FAQs by Category
Presentation for Potential Grant Applicant
On-line Grant Announcement Only (Do not use to apply)

Page Last Reviewed or Updated: January 19, 2010