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Tax Site Volunteer Resources

Updated: Feb 13

Volunteering with our VITA Tax Site? See the resources below.

Important Links

Log volunteer hours: click here

In-person volunteers register for shifts: click here

TaxSlayer Login (preparers/reviewers only): click here


Volunteer Links and Documents

Get Your Refund Live HUB sign in link:

Form Links to taxpayer:

We will also need information for your MN return. Please fill out this form.

We will also need information for your WI return. Please fill out this form.

To help us with our grant funding, please fill out the following survey.

2022 tax season Self-Employment tax organizer
Download PDF • 918KB

2023 Tax Consent Forms:

Download PDF • 138KB

Volunteer Checklist:

Screener checklist some formatting removed
Download DOCX • 26KB

Screener Intake review guide
Download DOCX • 47KB

Preparer checklist with boxes (2)
Download DOCX • 34KB

Reviewer Checklist with boxes (1)
Download DOCX • 35KB

Reviewer - Get Your Refund steps
Download DOCX • 16KB

P+P volunteer tax manual - 2022
Download PDF • 8.08MB

Preparer and Reviewer Online Resources
Download DOCX • 21KB

GYR Roles final 01-30-2022
Download DOCX • 501KB

Message Templates 1-30-2021 - all
Download DOCX • 24KB

MN Intake Worksheet Tax Season - 2022 tax year
Download DOCX • 46KB

Wisconsin Resident Questions 2023
Download DOCX • 38KB

Publication 17, Your Federal Income Tax for Individuals

Download PDF • 2.92MB

Publication 4299, Privacy, Confidentiality, and Civil Rights - Public Trust

Download PDF • 1.98MB

Blank fillable form 13614-C:

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.

(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
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
Download • 379KB

Volunteer Meetings 2023

2_9_23 Notes
Download DOCX • 22KB


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
Download PDF • 749KB

Economic Impact Payments (Stimulus Check) Resources

This document answers most questions about stimulus checks.

Economic Impact Payments (Stimulus Check
Download • 522KB

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