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Tax Site Admin

Tax Site Volunteer Resources

Updated: Feb 13

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.

We will also need information for your WI return. Please fill out this form.

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





 

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.

 




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