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
- Form 13614-C – Intake/Interview & Quality Review Sheet
- Form 13614-C (SP) – Intake/Interview & Quality Review Sheet (Español)
- Publication 5353 - Intake/Interview & Quality Review Policy, for SPEC Partners and Employees
- Form 13615 – Volunteer Standards of Conduct Agreement, VITA/TCE Programs
- 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
- How Does a VITA Site Work? - VITA Around the Bases
- IRS Quality Review Job Aid
- IRS Quality Review PowerPoint
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
- VITA Resources for Volunteers – Courtesy of United Way of Lee, Hendry, Glades and Okeechobee Counties (FL)
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 FPP@fppcoalition.org to share!