IRS Form 14310-A – IRS Forms, Instructions, Pubs 2026 – In the world of tax assistance programs, expanding access to free tax preparation services is crucial. The IRS’s Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) programs play a vital role in helping low- to moderate-income individuals, seniors, and others prepare their tax returns accurately and at no cost. To support the growth of these initiatives, the IRS provides tools like Form 14310-A, which facilitates referrals of potential partners across territories. This article explores everything you need to know about IRS Form 14310-A, including its purpose, who should use it, how to complete it, and submission guidelines. Whether you’re an IRS relationship manager or involved in community tax outreach, understanding this form can help streamline partner expansions.
What Is IRS Form 14310-A?
IRS Form 14310-A, titled “Potential Partner Referral from a Home Territory,” is a specialized document designed to refer potential partners to growth group territories within the IRS’s stakeholder engagement framework. Revised in October 2025 and posted on the IRS website on September 26, 2025, this form is part of the broader ecosystem supporting VITA and TCE programs. These programs rely on community organizations, nonprofits, and volunteers to provide free tax help, and Form 14310-A helps identify and transfer leads for new partnerships to areas where expansion is needed.
The form is cataloged under number 74975W and is available for download directly from the official IRS website as a PDF. It’s closely related to other VITA/TCE documents, such as Form 14310 (Partner and Volunteer Sign Up), which allows individuals and organizations to express interest in joining the programs. However, Form 14310-A focuses specifically on internal referrals to foster program growth.
Purpose of IRS Form 14310-A
The primary purpose of Form 14310-A is to enable relationship managers to refer potential partners from their home territory to a designated growth group. This process supports the IRS’s Stakeholder Partnerships, Education and Communication (SPEC) division in expanding VITA and TCE sites nationwide. By referring organizations or contacts that could host or support tax preparation sites, the form helps ensure more communities have access to free tax services.
For instance, if a relationship manager identifies a community group in their area that might be a good fit for VITA/TCE but aligns better with a growth-focused territory, they can use this form to make the referral. This is especially useful for scaling programs in underserved regions, aligning with the IRS’s goal of increasing volunteer-driven tax assistance.
Who Should Use IRS Form 14310-A?
This form is intended for IRS relationship managers or authorized personnel involved in VITA/TCE partner development. It’s not for general public use, unlike Form 14310, which is for volunteers and potential partners to sign up directly. If you’re an organization interested in becoming a VITA/TCE partner, start with the online sign-up form or Form 14310 instead.
Key users include:
- IRS territory managers overseeing partner recruitment.
- Relationship managers who encounter potential leads during outreach.
- Existing partners referring new contacts (if applicable).
Pre-contact analysis is required, meaning users must evaluate the potential partner’s suitability before submission.
How to Fill Out IRS Form 14310-A: Step-by-Step Guide?
Completing Form 14310-A is straightforward, but accuracy is essential for effective referrals. Here’s a breakdown of the key fields:
- Date of Referral: Enter the current date.
- Potential Partner’s Details:
- Organizational name.
- Primary contact name.
- Telephone number and email.
- Mailing address (street, city, state, ZIP code).
- Referral Provider Information:
- Name of the relationship manager making the referral.
- Team number.
- Territory manager’s name and telephone number.
- Referring Partner (If Applicable):
- Name, primary contact, and telephone number.
- Pre-Contact Analysis: Indicate “Yes” or “No” if analysis was conducted.
- Description: Provide a brief explanation of how the potential partner was identified and a description of their organization.
Ensure all fields are filled accurately to avoid delays. The form includes a button to email the completed document directly.
Submitting IRS Form 14310-A
Once completed, submit the form by clicking the integrated email button, which sends it to the appropriate growth team while copying (cc’ing) your territory manager. This electronic submission ensures quick processing. For growth group use, there’s a section to note receipt and follow-up actions, handled internally by the IRS.
Do not mail physical copies unless instructed otherwise—digital submission is preferred for efficiency.
Related Forms and Resources for VITA/TCE Partners
If Form 14310-A doesn’t apply to your situation, consider these alternatives:
- Form 14310: For signing up as a VITA/TCE volunteer or partner.
- Form 14335: Primary Contact Information for VITA/TCE Grant Programs.
- Online Sign-Up: Use the IRS’s VITA/TCE volunteer and partner sign-up form for direct inquiries.
For more details on becoming a partner, visit the IRS’s official page on IRS Tax Volunteers. Always download the latest versions from IRS.gov to ensure compliance.
Frequently Asked Questions About IRS Form 14310-A
- Where can I download IRS Form 14310-A? Directly from the IRS website at https://www.irs.gov/pub/irs-pdf/f14310a.pdf.
- Is Form 14310-A required for all VITA/TCE referrals? It’s specifically for territory-to-growth group referrals; general sign-ups use Form 14310.
- What if I’m not an IRS employee? Contact your local VITA/TCE sponsor or use the online sign-up form.
By utilizing IRS Form 14310-A effectively, you contribute to broadening free tax assistance, ensuring more taxpayers receive the help they need. For the most up-to-date information, always refer to official IRS resources.