Tax Site Volunteer Resources
Updated: Feb 23
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: 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/2101238962V69056
2022 tax season Self-Employment tax organizer
.PDF
Download PDF • 918KB
2023 Tax Consent Forms:
F14446
.pdf
Download PDF • 138KB
Volunteer Checklist:
Screener checklist some formatting removed
.docx
Download DOCX • 26KB
Screener Intake review guide
.docx
Download DOCX • 47KB
Preparer checklist with boxes (2)
.docx
Download DOCX • 34KB
Reviewer Checklist with boxes (1)
.docx
Download DOCX • 35KB
Reviewer - Get Your Refund steps
.docx
Download DOCX • 16KB
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
MN Intake Worksheet Tax Season - 2022 tax year
.docx
Download DOCX • 46KB
Wisconsin Resident Questions 2023
.docx
Download DOCX • 38KB
Publication 17, Your Federal Income Tax for Individuals
p17
.pdf
Download PDF • 2.92MB
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
(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
Volunteer Meetings 2023
2_9_23 Notes
.docx
Download DOCX • 22KB
Zoom Recording February 16, 2023
Zoom Recording February 23, 2023
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