The links below provide Volunteer Income Tax Assistance, and Tax Counseling for the Elderly sites and practitioners with useful free resources.

VITA Site Operations Resources

CFPB Resources for Tax Preparers features consumer-facing video promotional materials and taxpayer tools to help you encourage taxpayers to save part of their refund. https://www.consumerfinance.gov/tax-preparer-resources/

United Way Worldwide’s myfreetaxes.com – myfreetaxes.com (MFT) is a free self-preparation service sponsored by United Way Worldwide.  The partner page provides ways to promote MFT and sign-up as a partner.  It uses TaxSlayer FSA.  VITA sites can request TS FSA directly from the IRS and/or use MFT.  https://www.unitedway.org/myfreetaxes/partners

Code For America’s Get your Refund — getyourrefund.org  (GYR) is a portal where taxpayers can upload tax information like W-2s and have them prepared by IRS-Certified volunteer tax preparers.  VITA site the partner with GYR, can also use it to manage returns and provide the option of remote volunteering. https://codeforamerica.org/programs/tax-benefits/getyourrefund/

The Center for Budget and Policy Priorities’ Get it Back Campaign  Provides EITC and other tax credit outreach materials.  They also provide material on assisting taxpayers earn income through rideshare and other app-based self-employment. http://www.eitcoutreach.org/

The United Way VITA Resource page is a webpage curated by a VITA leader at one of the many United Way VITA sites providing a wealth of resources.  https://www.vitaresources.net/coordinators.html

United Way of Tucson Valet (virtual) VITA Toolkit is a useful resource on how to deliver virtual VITA from one of the innovators in the field. https://www.unitedwaytucson.org/valetvitatoolkit

National Disabilities Institute –Serving Taxpayers with Disabilities Here is a link to additional tax time tools as you work to engage people with disabilities in your outreach: https://www.nationaldisabilityinstitute.org/financial-wellness/taxes/

 

Financial Coach and Saving at Tax Time

Your Money, Your Goals is a set of financial empowerment materials for organizations that help people meet their financial goals by increasing their knowledge, skills, and resources.at https://www.consumerfinance.gov/practitioner-resources/your-money-your-goals/

America Saves encourages individuals to take America Saves pledge and organizations to promote savings year-round and during America Saves Week https://americasaves.org/organizations

SaverLife supports savings by providing a $10 match for every $20 saved.  They also offer other resources. https://about.saverlife.org/

Prosperity Now’s Taxpayer Opportunity Network Resources:

Join CFED’s Taxpayer Opportunity Network; you will be notified of their other learning opportunities for VITA programs. https://prosperitynow.org/get-involved/join-taxpayer-opportunity-network

The Tax Prep Dispatch Online Newsletter was founded by Barbara Delbene as the Q word. For nearly 20 years, it has provided VITA practitioners topical information based on expert practitioners’ field experiences. https://prosperitynow.org/get-involved/taxpayer-opportunity-network/quality-taxslayer-updates/tax-prep-dispatch

Property Now’s Taxpayer Opportunity Network – VITA Train training from Prosperity Now. https://prosperitynow.org/vita-train

TON’s Knights of the Tax Roundtable. The first three topics (Quality, Planning, and FinCap) are live on the Prosperity Now Youtube channel.

The Tax Roundtable on Groups io has broader discussions regarding operating a program and policy. https://taxroundtable.groups.io/g/main

Affordable Care Act and Taxes:

The Center for Budget and Policy Priorities’ Health Reform Beyond the Basics is an excellent resource for ACA related tax preparation created for VITA preparers. httphttp://www.healthreformbeyondthebasics.org/home/for-tax-preparers/

Taxpayer Advocate Service

The Taxpayer Advocate  Get Help Page helps with all the unexpected problems taxpayers have. https://taxpayeradvocate.irs.gov/get-help

TaxSlayer Information:

The TaxSlayer VITA Blog has useful and breaking formation from TaxSlayer. https://vitablog.taxslayerpro.com/

TaxSlayer 2021 Enhancements OnDemand Webinar: https://www.brainshark.com/1/player/taxslayer?pi=zGfzpAPLPzQIFXz0&r3f1=&fb=0

The IRS TaxSlayer Practice Lab has a plethora of short videos on a different aspect of TaxSlayer Software. The generic password is TRAINPROWEB. https://vita.taxslayerpro.com/IRSTraining/en/Account/Access