Tax Site Volunteer Resources
Updated: May 7
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
Preparer/Reviewer Updates
April 22 Meeting:
Meeting Recording:
April 1st Meeting:
Meeting Recording:
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 efile the MN income tax return. I'm going to set up another return tag to try to keep track of these returns.
For reviewers:
When you have an M1PR with zero refund, I'm asking that you upload a PDF of the M1PR to the taxpayer's Exavault file before you delete it. This will save us some time when a taxpayer is expecting a refund and asks about it.
March 25th Meeting:
Unemployment Compensation Exclusion (UCE) guidance here
State conformity for UCE here
Meeting Recording:
March 18th Meeting
Meeting Recording:
Unemployment Repayment
.pdf
Download PDF • 761KB
March 11th Meeting (Property Tax Rebates):
Meeting Recording: https://us02web.zoom.us/rec/share/0_aSjLcYqbyj50eop8xZY1cDDCjQPma5IViOQ9PMlqfWlHPUV24maaJTD01abUY_.eY-MSId0ol1xCvcH
Using the St Louis Co Land Explorer to d
.
Download • 1.36MB
March 4th Meeting:
Preparer Meeting Notes 03-04-2021
.pdf
Download PDF • 314KB
February 25th Meeting:
Meeting Recording: https://us02web.zoom.us/rec/share/hmLEAG2pMIt0vvhlTubfSYuuRsSJhAKbBvWGAjgODXT9ilIqpOVXLr3EuZjqZHHl.Ct7kCd4zTIPMvbKf
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
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
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
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
2021 TY2020 Minnesota Resident
.docx
Download DOCX • 50KB
2021 TY2020 Wisconsin Resident
.docx
Download DOCX • 41KB
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