Tax Site Volunteer Resources

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

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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

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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

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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

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Download • 1.36MB

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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

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Download • 25.76MB

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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

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Download • 379KB

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Volunteer Meetings 2023

https://us02web.zoom.us/rec/share/yFrQCxs_-SX-zlfuXx-PNPi1P6EvjBtmeoAkxol-b9VC_jt8eYnRojDZsg3YZnLF.JHVOw-iS66CiJtOS?startTime=1677193568000

2_9_23 Notes

.docx

Download DOCX • 22KB

Zoom Recording February 16, 2023

Zoom Recording February 23, 2023

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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

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Download • 522KB

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