Tax Site Volunteer Resources
- Tax Site Admin
- Feb 8, 2021
- 2 min read
Updated: Feb 13, 2024
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.
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. https://form.jotform.com/2101238962V69056
2023 Tax Consent Forms:
Volunteer Checklist:
Publication 17, Your Federal Income Tax for Individuals
Publication 4299, Privacy, Confidentiality, and Civil Rights - Public Trust
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):
Preparers/Reviewers: Pub-4012 Updated
Here is the Publication 4012 with all the updates.
TaxSlayer Resources (for Preparers and Reviewers)
How to complete the E-File section of a return
Volunteer Meetings 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
Economic Impact Payments (Stimulus Check) Resources
This document answers most questions about stimulus checks.
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