Just starting to buod this page out-- links and more resources to come
File Box-- We have these resources printed and placed in a file box at every tax site for volunteers to easily access.
Self-employment Worksheets
Blank 1095As with Marketplace Phone Number on top
Mailing Lables for IRS -- both for payments and for mailing returns without payments (for Florida residents)
Envelopes
Stretching Your Refund Handout
YOu Owe, Now What? Handout
Link Coming Soon!
Site Binders-- for Coordinators
Our United Way VITA Program Procedures / Policies
How To- Appointment Software
How To- Monitor Returns During Tax Season
How TO - Make Volunteers Active / Inactive in software
Sign IN / OUT sheets
Procedures for Holds
How To - Customer Portal
IRS Reject Guide
Submitting E-files
How to Deactivate a Return
Working with Acknowledgements
Click Here to access the resources above
IRS Site Review Sheet .irs.gov/pub/irs-pdf/f6729d.pdf
IRS Tax Return Review Sheetirs.gov/pub/irs-pdf/f6729c.pdf
IRS Publication 5140- VITA/TCE Site and Return Reviews for Partners
IRS PUB 4299 Privacy, Confidentiality, and Civil Rights
Other Resources (Coming Soon)
No Tax on Tips
No Tax on Overtime
Reject Letter Notifications to Taxpayers when they cannot be reached by phone or email: (English/Spanish)
PIN
Marketplace
Generic/General