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

  1. 2022 Federal Part 1

  2. 2022 Federal Part 2

  3. Tax Slayer

  4. Wisconsin State

  5. Assistant

  6. MN State

  7. Reviewers

  8. Get Your Refund

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
.docx
Download DOCX • 501KB

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



Wisconsin Resident Questions 2022 Tax Season TY2021
.docx
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
.
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
 

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
.
Download • 522KB
 




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