August 28, 2017

Coordinator Resources

TAXSLAYER HELP DESK SUPPORT FOR 2019-2020

The days/hours of operation for TaxSlayer Support are now up here !

 

EKS NAME BADGE TEMPLATE

 

FEDERAL PUBLICATIONS

Site Coordinator specific:

General:

Reasonable Accommodation:

 

CA FTB RESOURCES

 

AARP RESOURCES

 

FOR NEW SITE COORDINATORS

  • EKS New Site Coordinator Training Slide Deck – Version 2016.11.17, from last year’s regional training of new Site Coordinators
  • VITA Site Coordinator’s Survival Guide (OUT-OF-DATE. Version 2015)
    While Publication 1084 may teach you the rules and regulations for running a Volunteer Income Tax Assistance Site, this guide will give you all the tools you need as well as a practical overview of the most important components to making it a success. This guide is a collaborative effort based on input from partners in all seven counties. Topics include: Client Outreach, Site Operations, Volunteer Coordination, Resource Development, Improving Quality, ITIN Services, Asset Building at your VITA site and Helping Taxpayers with Disabilities.
  • EKS Roles and Responsibilities (IRS vs. UWBA) (UP-TO-DATE.)
    This details what the IRS is responsible for vs. United Way.
  • EKS How-To: Enable the Site Coordinator Module within Link and Learn – (UP-TO-DATE.)
    This is a step-by-step screenshot guide that you can follow, if you’re a new coordinator!

 

VOLUNTEER RECRUITMENT

 

VOLUNTEER SITE ORIENTATION TEMPLATE

 

HOW TO SET UP YOUR SITE’S SOFTWARE

Not sure how to get started with your software? Look over the following material or contact your IRS SPEC Relationship Manager for how to do the full set-up.

 

BECOME AN ITIN CAA (Certifying Acceptance Agent) SITE

Click here to download the IRS Fact Sheet for Becoming a CAA .

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