- Tax Site Admin
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
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
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
Economic Impact Payments (Stimulus Check) Resources
This document answers most questions about stimulus checks.