Attachment_4_-_Glossary.pdf

Attachment 4 – Glossary

Term Definition

AARP American Association of Retired Persons

AGI Adjusted Gross Income

COE Common Operating Environment

Contractor / Vendor /

Offeror

The party providing software and operational support services to the IRS

COR Contracting Officer's Representative

CSIRC Computer Security incident Response Center

DTAR Department of the Treasury Acquisition Regulation

Deployment Metrics

Report for Ordering and Shipping

Report contains the following: Date order was shipped, Destination name and address, Order Number or Site Identification Number (9-digit alpha and numeric), Delivery date and time, Type of Program

(i.e. VITA, VITA Military, TCE, or TCE AARP), Registration code (if applicable), Transmission code, carrier and tracking number.

EFIN Electronic Filing Identification Number

EFT Electronic Funds Transfer

EIN Employer Identification Number

EITC Earned Income Tax Credit

Facilitated Self

Assistance

A return preparation method in which a taxpayer prepares his or her own return, however experts are available for assistance. A return prepared in this manner is considered a self-prepared return.

FAQ Frequently Asked Questions

FAR Federal Acquisition Regulation

Field Assistant An IRS representative on site at volunteer location to provide assistance with the software

Filing Season The period from January 1st to April 15th following the tax year

FIPS Federal Information Processing Standard

Form-Based Data Entry The user of the software is presented with the tax form as provided by the revenue agency, and is able to enter figures on the individual lines.

FTI Federal Tax Information

HSPD Homeland Security Presidential Directive

Indirect Transmission E-filed returns that are transmitted first to the software provider. The software provider then e-files the returns with the IRS.

Interview-Based Interactive question and answer application that makes tax law determinations and automatically performs calculations based on responses to specific questions, and uses this information to populate the appropriate tax forms, resulting in a completed tax return. Questions are written in plain language and do not assume prior tax law knowledge.

IRC Internal Revenue Code

IRM Internal Revenue Manual

IRSAP Internal Revenue Service Acquisition Procedure

ITIN Individual Taxpayer Identification Number

Major Software Update A software update which impacts the security of the software or the outcome of the return

Minor Software Update A software update which is not a major software update

MULTIPLE_REFUND

_ DEPOSIT

Total number of refunds deposited into a single bank account

NIST National Institute of Standards and Technology

Post-Filing Season The period from April 16th to October 31st following the tax year

Partner / Licensee An organization that has partnered with the IRS to provide volunteers to assist with tax preparation.

Plain Language Plain language (also called Plain English) is communication your audience can understand the first time they read or hear it. Language that is plain to one set of readers may not be plain to others. Written material is in plain language if your audience can:

Find what they need;

Understand what they find; and

Use what they find to meet their needs.

POC Point of contact

PTIN Preparer Tax Identification Number

RFP Request for Proposal

SBU Sensitive but Unclassified

Section 508 Section 508 of the Rehabilitation Act of 1973

SIDN A SIDN is a 9 character alpha numeric site identification number which starts with the letter “s.” It must be entered in the preparer box for the PTIN field.

Site Manager / Site

Coordinator

Staff member at a volunteer site who has responsibility for the site as a whole.

Software Unless otherwise specified, software refers generally to all software packages:

· Web-based self-preparer

· Professional Web-based

· Professional Desktop

SPEC Stakeholder Partnerships, Education and Communication

SSL Secure Socket Layer

SSN Social Security Number

TCE Tax Counseling for the Elderly

VITA Volunteer Income Tax Assistance

Volunteer / Preparation

Volunteer

Staff member at a volunteer site who prepares returns or assists taxpayers with self-prepared returns.

VPAT Voluntary Product Accessibility Template

Professional Desktop

Version

Vendor provided software package that allows a volunteer to prepare a taxpayer’s return without an internet connection

Professional Web-based

Version

Vendor provided software package that allows a volunteer to prepare a taxpayer’s return on the internet, without installing any software locally

Web-based Self

Preparer Version

Vendor provided software package that allows a taxpayer to prepare his or her own return on the internet, without installing any software locally