Tax Site Volunteer Resources
Updated: Apr 2
Volunteering with our VITA Tax Site? See the resources below.
Log volunteer hours: click here
Screeners/Assistants register for shifts: click here
ExaVault Login: here
TaxSlayer Login (preparers/reviewers only): click here
April 1st Meeting:
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.
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
March 18th Meeting
March 11th Meeting (Property Tax Rebates):
March 4th Meeting:
February 25th Meeting:
February 18th Meeting:
Preparers/Reviewers: Pub-4012 Updated
Here is the Publication 4012 with all the updates.
We have 3 documents to help guide you through ExaVault.
TaxSlayer Resources (for Preparers and Reviewers)
How to complete the E-File section of a return
Checklist and Forms
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.