Tax Site Volunteer Resources

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

Important Links

Log volunteer hours: click here

Screeners/Assistants register for shifts: click here

ExaVault Login: here

TaxSlayer Login (preparers/reviewers only): click here

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Preparer/Reviewer Updates

Documents from February 18th Meeting:

FED and MN EIC Income Limits

.pdf

Download PDF • 240KB

EIC Trapezoid

.pdf

Download PDF • 350KB

EIP Refund Trace

.pdf

Download PDF • 474KB

Dependents Due Diligence Fillable Tax Ye

.

Download • 13KB

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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

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ExaVault Resources

We have 3 documents to help guide you through ExaVault.

ExaVault - directions for downloading&up

.

Download • 42KB

ExaVault Basic Directions

.pdf

Download PDF • 668KB

ExaVault Directions for Working with Cli

.

Download • 1.59MB

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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

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Checklist and Forms

2021 Mini Screening Fillable

.docx

Download DOCX • 35KB

Checklist

.docx

Download DOCX • 51KB

2021 TY2020 Minnesota Resident

.docx

Download DOCX • 50KB

2021 TY2020 Wisconsin Resident

.docx

Download DOCX • 41KB

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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

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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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