National Recognition Reporting Summary
January – April 2008

Report due no later than May 19, 2008 (see instructions)

Section I.  Chapter identification information

1. University name:
2. Chapter #:
3. Beta Alpha Psi Region/Area:

Section II.  Contact information

1. Name:
2. Title:
3. Email address:
4. Telephone number:

Section III.  VITA sites coordinated by Chapter

Complete this section if your chapter coordinated the site and your volunteers were chapter members and/or candidates only.

1. Site Identification Number (SIDN):

2. Total Number of Federal Income Tax Returns prepared:

3. Total number of Volunteers contributing at least 5 hours service:

Note:  Service hours include Site coordinator hours and volunteer hours at the site only.  Do not include time spent training.

Section IV.  VITA sites coordinated by another organization

Complete this section if your chapter members volunteer at a VITA site coordinated by another campus or community based organization.

1. Total number of chapter member Volunteers contributing at least 5 hours service: 

 Note:  Service hours include volunteer hours at the site only.  Do not include time spent training.

Instructions for completing form:

1. Complete both Sections I & Section II
2. Complete either Section III or Section IV; whichever applies (but not both)
3. If Section III applies; provide a TaxWise “IRS Summary Report” detailing the number of returns prepared or an excel spreadsheet detailing the number of returns prepared weekly.  If assistance is needed, your local IRS Tax Specialist can show you how to pull the report from your software.
4. Provide a volunteer excel spreadsheet detailing the following: Student “last name” & First Name “initial”, date(s) volunteered, and number of hours volunteered on each date.  (50 minutes = 1 hour)
5. Please email report and attachments to Robin Taylor of the Internal Revenue Service at Robin.Taylor@irs.gov.