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:

https://us02web.zoom.us/rec/share/SBaSsxUwNRFNxTLSxTsZo2ulThl-FHw0TAhYJzl2yzmvy_oqRZ_WDaOzc7Z1X0xj._4UdRJu4LY8P5_KY


April 1st Meeting:

Meeting Recording:

https://us02web.zoom.us/rec/share/uj8fou3lXh_vfUO7Ly2nhm8eNdW1oijTWEmfnW3HbZQaGvrd_TERmpncq3I3nQsr.H45qUs5RL6ABSnOk

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:

https://us02web.zoom.us/rec/share/K4YHAfBpf6rO3eRP4dEoJ8B3APi7Se8XdnEMOALwUtvvRq-c2r2gKIBLJI_vC3bo.peGZLu1_LdH7uGgr


March 18th Meeting

Meeting Recording:

https://us02web.zoom.us/rec/share/MkP-YhI3wszyv7zjJ0mEGfYF4AbvQWPTahyGlltcfuaF8VCGp86BW7Zh-4AHMOVp.R4iIfbYaSn3idJ65

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




468 views0 comments

Recent Posts

See All