Site Coordinator Test—New starting this tax season Site Coordinators & Assistant Coordinators will have to pass a test. Information for new security requirements and for the test can be found in PUB 5088.
Reporting Data Breaches--read PDF 5455
Excel Spreadsheet Tax Returns-For Returns from 1996-2019
I find this resource very helpful as I have many clients who need older returns done. While Taxslayer goes back 3 years, I have clients needing 2010-2014 done recently.  This site has spreadsheets that go all the way back to 1996!!!  Just read his disclaimer & double check everything.

Please note: Form 8812 Additional Child Tax Credit is not part of the spreadsheet so you have to calculate it yourself and enter on the return. I just pulled the PDF from IRS.Gov and completed it myself.
Excel Forms
Excel Spreadsheets that generate tax returns from 1996-present day.
 PUB 4299 Security Requirements and Form 15272
Click on the image for a recording going over the publication (this recording was made for my sites-insert your program manger's name where appropriate)  or click here to read the PDF https://www.irs.gov/pub/irs-pdf/p4299.pdf ​for Form 15272 which needs to be submitted to SPEC rep by December 31st click here https://www.irs.gov/pub/irs-pdf/f15272.pdf
Amending a Return
8962 Form Generator-Excel
From 1095A & 1040

You may want to sign up for: 

VITA Blog-- know when there are updates, system crashes, restarts, etc. Enter your email address on the right of the screen that opens: I Strongly suggest signing up for this one
 https://vitablog.taxslayerpro.com/2019/08/19/release-notes-tuesday-august-20th-at-500am-et/

 Jonlyn & Associates Inc, CPA's - monthly newsletter this always has something helpful--explains things in an easy to understand language https://www.jonlyn.com/ sign up on the left side of the screen--scroll down to find Newsletter sign up FANTABULOUS!!
From AARP-Gold Standards for Quality Review--Great Resource!
4012 Library
​Old & New
QSR Requirements 
 Refund slips with appointment making and recruitment info on the back--always recruit!!! Made with Publisher, you can change the contact info on the back page to your program's.  Link to Publisher 
For those of you who do state income tax returns, here are some tips for completing state returns with Taxslayer. This document was created by Prosperity Now's Taxpayer Opportunity Network (TON)
Home
About
Contact Me
You can contact me at maryvitataxes@gmail.com 
Please note: I, Mary Meador, AM NOT a certified accountant or tax law expert. I volunteer with VITA providing free tax preparation for individuals and families whose income is less than $66,000 a year. We deal with simple returns at our sites.  I cannot guarantee the accuracy of all the information on this site as tax laws change and I may not have a clear understanding of complicated issues. I am trying to provide basic tax preparation information for our volunteers to get started--remember Publication 4012 is your go-to resource for questions, as well as irs.gov and Publication 17. ​