RESOURCES REQUIRED FOR USING GETYOURREFUND AND TAXSLAYER SOFTWARE
- VITA 2021-2022 GetYourRefund Tax Preparation and Filing Work Flow Resource Guide - January 2022
- TaxSlayer Customer Portal User Guide for VITA Volunteers and Program Leaders - January 2022
RESOURCES REQUIRED FOR VITA SITE OPERATION
- Publication 5166 – IRS Volunteer Quality Site Requirements
- Publication 5324 – Fact Sheet for Partners and Employees, Quality Site Requirements for Alternative Filing Models
- Publication 4454 – Your Civil Rights Are Protected
- Publication 5353 - Intake/Interview & Quality Review Policy, for SPEC Partners and Employees
- Form 13715 – Volunteer Site Information Sheet
- Form 15272 – VITA/TCE Security Plan
- Form 15273 – Virtual VITA/TCE Security Plan
- Publication 17 – Your Federal Income Tax Guide 2020 for Individuals
- Publication 4299 – Privacy, Confidentiality, and Civil Rights, a Public Trust
- Quality and Tax Alerts for IRS Volunteer Programs
ADDITIONAL RESOURCES SUPPORTING VITA SITE OPERATIONS
- What You Need to Know About the Child Tax Credit for Tax Year 2021-2022
- IRS Online Tool for Monthly Child Tax Credit Payments – English
- IRS Online Tool for Monthly Child Tax Credit Payments – Espanol
- Child Tax Credit Update Portal
- Child Tax Credit Non-Filer Portal
- IRS Frequently Asked Questions on Economic Impact Payments - For 2020-2021 Tax Season
- Resources from National Taxpayer Opportunity Network
- IRS Site Coordinator Corner
- Financial Education Toolkit from National Disability Institute
- VITA and TaxSlayer State Income Tax Guide
- VITA Ride Share Schedule C Reference Guide
- Guidance for Paying Your Tax Bill - English - Courtesy of Ladder Up IL
- Guidance for Paying Your Tax Bill - Espanol - Courtesy of Ladder Up IL
Please note that FPP does not necessarily endorse any of these sites, but they are provided as resources for informational purposes.
Are you aware of a helpful resource that should be included here? Contact vita@fppcoalition.org to share!