Tax Site Volunteer Resources
Updated: Nov 21
Volunteering with our VITA Tax Site? See the resources below.
Important Links
Log volunteer hours: click here
Screeners/Assistants register for shifts: click here
TaxSlayer Login (preparers/reviewers only): click here
Volunteer Training Recorded Sessions
Volunteer Meeting on February 9, 2022 Zoom recording click here
Volunteer Meeting on February 17, 2022 Zoom recording click here
Volunteer Meeting on February 22, 2022 Zoom recording click here
Volunteer Meeting on March 2, 2022 Zoom recording click here
Volunteer Meeting on March 10, 2022 Zoom recording click here
Volunteer Meeting on March 16, 2022 Zoom recording click here
Volunteer Meeting on March 23, 2022 Zoom recording click here
Volunteer Meeting on March 30, 2022 Zoom recording click here
Volunteer Meeting on April 6, 2022 Zoom recording click here
Get Your Refund Live HUB sign in link: https://www.getyourrefund.org/en/hub/sign_in
Form Links to taxpayer:
We will also need information for your MN return. Please fill out this form.
https://form.jotform.com/220193911143043
We will also need information for your WI return. Please fill out this form.
https://form.jotform.com/220264794840055
To help us with our grant funding, please fill out the following survey. https://form.jotform.com/210123896269056
Notes for Volunteers:
Notes for Volunteers Week of 02-14-2022
.docx
Download DOCX • 23KB
Notes for Volunteers Week of 02-21-2022
.docx
Download DOCX • 27KB
Notes for Volunteers Week of 02-28-2022
.docx
Download DOCX • 27KB
Volunteer Checklist:
Screener checklist some formatting removed
.docx
Download DOCX • 26KB
Screener Intake review guide
.docx
Download DOCX • 47KB
Preparer checklist with boxes
.docx
Download DOCX • 34KB
Reviewer Checklist with boxes
.docx
Download DOCX • 34KB
P+P volunteer tax manual - 2022
.pdf
Download PDF • 8.08MB
Preparer and Reviewer Online Resources
.docx
Download DOCX • 21KB
GYR Roles final 01-30-2022
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Download DOCX • 501KB
Message Templates 1-30-2021 - all
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Download DOCX • 24KB
Wisconsin Resident Questions 2022 Tax Season TY2021
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Download DOCX • 37KB
MN Intake Worksheet edited 2-17-22 2022 Tax Season - 2021 tax year
.docx
Download DOCX • 44KB
Publication 17, Your Federal Income Tax for Individuals
p17
.pdf
Download PDF • 3.01MB
Publication 4299, Privacy, Confidentiality, and Civil Rights - Public Trust
p4299
.pdf
Download PDF • 1.98MB
Blank fillable form 13614-C: https://www.irs.gov/pub/irs-pdf/f13614c.pdf
How to split 2 tabs in Chrome to multiple windows: Note if you don't lock them by dragging way to the left or right, you'll just get the 2 tabs as separate windows. Then you can move them to a different screen, or alt-tab between them or just overlap them.
This way you can have Tax Slayer and Get Your Refund open at the same time. https://youtu.be/mi57Cd6R02U
2020 RESOURCES INFO BELOW
M1PR's with UCE:
When you have a return with unemployment income on it and an M1PR, you get a warning that there is nontaxable income without a description. You can no longer set these to E-file.
If you see this error message, don't worry about it. You can set the M1PR to paper file, and we should still be able to e-
file the MN income tax return. I'm going to set up another return tag to try to keep track of these returns.
Unemployment Compensation Exclusion (UCE) guidance here
State conformity for UCE here
Unemployment Repayment
.pdf
Download PDF • 761KB
(Property Tax Rebates):
Using the St Louis Co Land Explorer to d
.
Download • 1.36MB
Preparers/Reviewers: Pub-4012 Updated
Here is the Publication 4012 with all the updates.
Pub-4012 Updated with new pages from Pub
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Download • 25.76MB
TaxSlayer Resources (for Preparers and Reviewers)
How to complete the E-File section of a return
Filling Out the E-File Section of TaxSla
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Download • 379KB
Checklist and Forms
2021 Mini Screening Fillable
.docx
Download DOCX • 35KB
Checklist
.docx
Download DOCX • 51KB
Accessing Missing Tax Documents
This resource offers guidance for helping clients access missing tax documents
- IRS Transcripts
- MN and WI tax information
- Social Security and Supplemental Security
- MN Benefits
- Certificate of Rent Paid
Accessing Missing Documents
.pdf
Download PDF • 749KB
Economic Impact Payments (Stimulus Check) Resources
This document answers most questions about stimulus checks.
Economic Impact Payments (Stimulus Check
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Download • 522KB