January 31, 2019

DIY-Taxes (also known as Facilitated Self Assistance or FSA)

About DIY-Taxes

Are you interested in learning more about the DIY-Taxes model (also known as IRS Facilitated Self Assistance or FSA)? Speak to your county’s EKS representative to determine if this would work for your tax site!

 

FSA email listserv and feedback loop

If you decide to specifically become a TaxSlayer FSA site and use our resources, please send us an email to get added to our FSA email list, so you get updates as they come out during the pre-season and tax season. We also welcome any additional content you have to provide regarding further updates/edits to the screenshot guide.

 

EKS Resources for Sites Offering DIY-Taxes through TaxSlayer FSA

EKS Marketing

EKS Screenshot Guides

  • EKS TaxSlayer FSA: Basic W2 (not a dependent)WILL BE UPDATED WITH NEW SCREENSHOTS AROUND JAN 17. DO NOT PRINT BEFORE THAT DATE UNLESS OTHERWISE NOTIFIED. Site needs to add site-specific FSA URL to Slide 3 AND add site contact information to the second to last slide. Then print this guide.
  • EKS TaxSlayer FSA: Basic W2 (not a dependent) – Spanish language versionWILL BE UPDATED WITH NEW SCREENSHOTS AROUND JAN 17. DO NOT PRINT BEFORE THAT DATE UNLESS OTHERWISE NOTIFIED. Site needs to add site-specific FSA URL to Slide 3 AND add site contact information to the second to last slide. Then print this guide.
  • EKS TaxSlayer FSA: Basic W2 (student taxpayer, is a dependent)WILL BE UPDATED WITH NEW SCREENSHOTS AROUND JAN 17. DO NOT PRINT BEFORE THAT DATE UNLESS OTHERWISE NOTIFIED. Site needs to add site-specific FSA URL to Slide 3 AND add site contact information to the second to last slide. Then print this guide.
  • EKS TaxSlayer FSA: Foreign Student (from India)WILL BE UPDATED WITH NEW SCREENSHOTS AROUND JAN 17. DO NOT PRINT BEFORE THAT DATE UNLESS OTHERWISE NOTIFIED. Site needs to add site-specific FSA URL to Slide 3 AND add site contact information to the second to last slide. Then print this guide.
  • EKS TaxSlayer FSA: Foreign Student (not from India)WILL BE UPDATED WITH NEW SCREENSHOTS AROUND JAN 17. DO NOT PRINT BEFORE THAT DATE UNLESS OTHERWISE NOTIFIED. Site needs to add site-specific FSA URL to Slide 3 AND add site contact information to the second to last slide. Then print this guide.

Other EKS resources

  • DIY-Taxes Site Checklist – How to set-up your TaxSlayer FSA site and help taxpayers using the EKS Screenshot Guides
  • DIY-Taxes Wrap-Up Sheet (COMING SOON) – Template for wrap-up sheet that you can give to a taxpayer AFTER they completed their tax return.
  • DIY-Taxes Wrap-Up Sheet (Foreign Student) – Template for wrap-up sheet that you can give to Foreign Student taxpayer AFTER they completed their tax return. Has notes about how to check to see if their return has been accepted and what to do if it has been rejected. You need to customize this with your site’s contact information (email address and hours of operation)

 

IRS FSA References

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