1023 Form 15601 (PDF)

Official source: IRS Forms, Instructions & Publications (https://www.irs.gov/pub/irs-pdf/f15601.pdf), retrieved 2026-10-03. U.S. Government work (17 U.S.C. § 105).

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IRS’s Stakeholder Partnerships, Education and Communication (SPEC) office works with a national network of partners serving low-to-moderate income taxpayers.

Rural Partner Action Days/Taxpayer Assistance Events are a great way to bring services and resources to your community. These events make resources accessible and reduce burden on customers, however, events come and go. Establishing a VITA/TCE partnership is a great way to establish lasting resources in your community through:

• Hosting an accessible free tax preparation site (seasonally

or year-round).

• Recruit Volunteers for existing VITA/TCE partners.

• Become an outreach and marketing partner.

Promote free online tax preparation services.

If you would like information on establishing a VITA/TCE partnership, please speak to your Stakeholder Tax Consultant.

Resources:

• Publication 4225: Impact Lives by Building Strong Communities

• Publication 3676-A: IRS Certified Volunteers Providing Free Tax

Preparation

SPEC Assistance Events

Wage & Investment

Through our existing Volunteer Income Tax Assistance (VITA), Tax Counseling

for the Elderly (TCE), and other stakeholder relationships we work together with organizations to develop tax assistance and/or resource events for underserved communities. We strive to bring accessible services to communities that address customer needs.

MONTH DAY YEAR

Form 15601 (10-2023) Catalog Number 94385E Department of

the Treasury Internal Revenue Service www.irs.gov

Re-Envisioning Taxpayer Service

Whether it is a payment plan, debt dispute, hardship, or you just need access to records; there are numerous reasons why customers need to contact the IRS. Physical IRS locations are not always accessible and while phone and internet assistance options exist, our customers sometimes do not know who to talk to, or what exactly it is that they need to do to resolve their question or issue.

Consider Hosting an Event

A Rural Partner Action Day Event or Taxpayer Assistance Event can provide your community with consolidated access to assistance and resources in an accessible community location:

• Events are held locally.

• Events include a variety of IRS divisions/resources.

• Events may also include external organizations.

Accessibility

Assistance Events can be held anywhere. We will work to incorporate the

resources and needs of your community into the event. Your Stakeholder Tax Consultant will coordinate with both internal and external organizations to establish desired event services.

Building the Event Around the Customer

We work with organizations to build events and bring in services that cater to your community needs. Our events have included: legal services, broadband

internet service providers, financial institutions, Community Action Programs; all in addition to IRS services & support.

Adding Value

At a minimum these events provide: free tax preparation supported by an existing VITA/TCE tax preparation partner, help with establishing an online installment

agreement, assistance with establishing an online IRS account (ID.me) and referrals for assistance (i.e., Taxpayer Advocate Service).

SPEC Assistance Events

Taxpayer Assistance Events can operate as a standalone event, or we can

supplement your organization’s existing events.

Consider adding the Taxpayer Assistance Element to a job fair event. Customers can get questions answered about Form W-4, Employee’s Withholding Certificate.

Consider adding the Taxpayer Assistance Element to a health fair or health screening clinic.

Consider adding the Taxpayer Assistance Element to a back-to-school or education program. Customers can ask about dependent care credits and education credits.

Consider adding the Taxpayer Assistance Element to resource fairs/events.

Each Taxpayer Assistance Event is unique because it is built around the needs of your organization and your community. Your Stakeholder Tax Consultant can organize and establish the event, or they can bring services and resources to an existing event which you have already organized and established.

Prior events have taken place at community colleges, libraries, commercial buildings, gymnasiums, event halls, etc...

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