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Coordinators Tools for Tax Sites
Coordinators Tools for Tax Sites
Tools for Tax Sites
Here are some tools for you to use at your tax site to both improve quality and make your site more efficient!
Here is a form for your tax preparers to use as they calculate multiple W-2s. You can save the excel sheet to your desktop so the computer does the adding or print out the pdf and handwrite the numbers in. This form will help you make sure ALL a taxpayer's W-2s are included in the tax return.
Multiple W-2 Calculation Form Excel Worksheet
Multiple W-2 Calculation Form PDF
2010 Intake Sheets (13614-C)
UWBA Client Survey