Form 13424 B Rev 4 Low Income Taxpayer Clinic Litc Interim And Year End Report Controversy Issues IRS

Use a Form 13424 B Rev 4 Low Income Taxpayer Clinic LITC Interim And Year End Report Controversy Issues Irs 2012 template to make your document workflow more streamlined.

What Form 13424-B records

Form 13424-B is the IRS report used by an approved Low Income Taxpayer Clinic to report interim or year-end information about controversy-related activities. It organizes clinic data, services, cases, and outcomes for IRS review. The preparer enters the applicable reporting period, clinic identification, controversy work, taxpayer assistance, and required totals, then reviews the completed form before authorized submission. Because the report concerns an IRS grant program, accuracy, consistent period coverage, and supporting records matter more than a generic electronic signature workflow.

PDF preparation

Upload the IRS Form 13424-B PDF and review detected fields without rebuilding the report layout from scratch.

Role-based review

Add clinic preparer and authorized reviewer fields while preserving the report’s interim or year-end reporting context.

Approval routing

Route the completed report to the designated reviewer through an email invitation or controlled signing link.

Audit Trail

Capture timestamps, signer actions, and document history for the final Form 13424-B record.

Mobile access

Use mobile apps when clinic staff need to review or approve the report away from a desk.

Record retention

Store the completed report with its certificate and Audit Trail for later IRS or grant review.

Clinic administrators

Low Income Taxpayer Clinics use Form 13424-B to report controversy assistance, case activity, taxpayer services, and grant-related results to the IRS.

Authorized reviewers

Clinic directors and authorized preparers review reporting-period totals, confirm supporting records, and approve the final IRS submission for completeness.

How the Form 13424-B workflow works

The workflow preserves the IRS report while adding controlled preparation, review, approval, and recordkeeping steps.

Upload the form: Upload the official Form 13424-B PDF to signNow and retain the IRS form structure.
Prepare fields: Review detected fields and add missing reporting-period, clinic, preparer, and approval fields.
Request approval: Route the completed report to the authorized clinic reviewer for electronic approval.
Archive evidence: Store the signed report, completion certificate, and Audit Trail with clinic records.

be ready to get more

Get legally-binding signatures now!

Start free trial

Request a call

Best ROI. Our customers achieve an average 7x ROI within the first six months.
Scales with your use cases. From SMBs to mid-market, airSlate SignNow delivers results for businesses of all sizes.
Intuitive UI and API. Sign and send documents from your apps in minutes.

Connect Form 13424-B workflows

Connect Form 13424-B preparation with the systems that hold clinic records, approvals, and supporting files.

Security for Form 13424-B records

Data encryption:

Encrypted in transit and at rest

Security certification:

SOC 2 Type II certification

Information security:

ISO 27001 certification

Electronic signatures:

ESIGN and UETA compliance

Transport and storage:

TLS 1.2/1.3 and AES-256

Sensitive information:

HIPAA compliance with BAA

Find and fill out the correct form 13424 b rev 4 2012 low income taxpayer clinic litc interim and year end report controversy issues irs

airSlate SignNow helps you fill in and sign documents in minutes, error-free. Choose the correct version of the editable PDF form from the list and get started filling it out.

Versions	Form popularity	Fillable & printable
IRS 13424-B 2016	4.7 Satisfied (129 Votes)
IRS 13424-B 2012	4.8 Satisfied (129 Votes)

Authenticate reviewer:

Email links or SMS authentication connect each approval event to the intended clinic reviewer.

Capture timestamps:

The Audit Trail records when Form 13424-B was opened, reviewed, and approved.

Preserve document history:

The completed PDF receives a document history that helps identify later alterations.

Seal completion evidence:

The signed report and completion certificate provide an evidentiary package for clinic records.

Retrieve the trail:

Authorized staff can retrieve the Audit Trail for IRS or internal review.

Export records:

Export the report and Audit Trail together using controlled repository permissions.

Recordkeeping for Form 13424-B

Accurate retention connects each IRS report to its underlying clinic activity and approval evidence.

Apply the governing retention period

Keep the completed Form 13424-B, submission evidence, and supporting clinic records together under the reporting period. IRS tax-record guidance generally uses three years from filing under IRC §6501(a), but grant records may require longer retention under the applicable award terms.

Export the complete Audit Trail

Export the signNow Audit Trail with the final report and preserve it in the clinic’s controlled record repository. The export should show signer identity, timestamps, actions, and document history so reviewers can connect approval evidence to the exact Form 13424-B version.

Limit access to authorized clinic staff

Restrict Form 13424-B access to clinic staff who prepare, review, or authorize IRS reporting. Use role-based permissions, separate draft and final folders, and documented approval ownership to reduce accidental disclosure of taxpayer information and unsupported changes.

Archive the final report securely

Archive the final PDF and related evidence in an encrypted repository with a searchable reporting-period identifier. Preserve a readable copy and test retrieval periodically so the clinic can respond to IRS questions without altering the executed record.

Retention periods for report records

Use the applicable IRS rule and the clinic’s award terms; the longer governing requirement controls when they differ.

Three years after filing

IRC §6501(a) generally uses three years from filing for federal tax records.

Six years for major understatement

IRC §6501(a) extends the period to six years when income is understated by 25 percent or more.

Indefinite for fraud

IRC §6501(a) provides no limitation period for fraudulent returns.

Indefinite without filing

IRC §6501(a) provides no limitation period when no return is filed.

Award-term period when longer

Clinic grant terms may impose a longer period; verify the specific award agreement.

Teams that prepare this IRS report

A Low Income Taxpayer Clinic director uses Form 13424-B to consolidate controversy-case activity, taxpayer assistance results, and reporting-period totals before IRS review. The director can assign preparation and approval separately while preserving the final report and Audit Trail in the clinic’s grant records under controlled access policies.
A clinic grant administrator prepares Form 13424-B from case-management records, checks that figures and narrative entries cover the stated interim or year-end period, and sends the report to an authorized reviewer. signNow provides a documented approval sequence without replacing the IRS filing instructions or clinic source records.

Form 13424-B troubleshooting

Use these answers to resolve preparation, approval, plan, and recordkeeping questions without changing the IRS form’s reporting requirements.

Upload the IRS PDF again, then inspect each detected field before sending. signNow templates and field placement can preserve recurring Form 13424-B preparation, but the clinic must verify that every reporting-period value and narrative remains accurate.

The Business plan includes legally binding eSignatures and Audit Trails. For stronger controls, Business Premium adds kiosk mode and quick invite links, while Enterprise adds advanced signer authentication. Select controls based on the clinic’s approval policy and IRS recordkeeping needs.

signNow states that Business includes 100 signature invites per user per year, with overage fees. The Site License uses $1.50 per signature invite for 1,000 or more documents annually. Confirm the clinic’s volume before selecting a plan.

For consumer-facing electronic records, ESIGN, 15 U.S.C. §7001(c), requires disclosure of paper-record rights, electronic access, and consent withdrawal procedures. A clinic should assess whether that consumer disclosure applies before routing taxpayer-facing records electronically.

signNow can preserve signer identity, timestamps, actions, and document history in an Audit Trail. Keep the completed Form 13424-B, certificate, and exported trail together; the platform does not replace IRS filing instructions or clinic grant requirements.

Business, Business Premium, and Enterprise plans include signNow’s stated ESIGN and UETA compliance. Those frameworks support electronic records when intent, consent, attribution, and retention are established; the clinic remains responsible for following IRS instructions and applicable award terms.

28M+Documents signed

13+Years in business

4.6/5Average G2 rating

BE READY TO GET MORE

Get this form now!

If you believe that this page should be taken down, please follow our DMCA take-down process.