August 28, 2017

Site Coordinator Resources

Our resources below are organized by time of year: year-round, pre-season / preparing to open (August through mid-January), and tax season (mid-January through April)!

YEAR-ROUND REFERENCES

 

TAXSLAYER HELP DESK SUPPORT FOR 2019-2020

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

 

FEDERAL PUBLICATIONS

Site Coordinator specific:

General:

Reasonable Accommodation:

 

CA FTB RESOURCES

 

AARP RESOURCES

 

OPTIONAL: BECOME AN ITIN CAA (Certifying Acceptance Agent)

A Certifying Acceptance Agent (CAA) is authorized by the Internal Revenue Service (IRS), to assist individuals who are ineligible or unable to receive Social Security Number (SSN), in obtaining an ITIN (Individual Taxpayer Identification Number) from the IRS. Ask your IRS SPEC Relationship Manager for more details about how to become a CAA! Click here to download the IRS Fact Sheet for Becoming a CAA .

 

PRE-SEASON (PREPARING TO OPEN) RESOURCES

 

FOR COMPLETELY NEW SITE COORDINATORS

 

VOLUNTEER RECRUITMENT

 

VOLUNTEER SITE ORIENTATION TEMPLATE

 

EKS NAME BADGE TEMPLATE

Per IRS requirements, a tax volunteer must be wearing a name badge with their first name and last initial during operation. Use this standard EKS name badge template at your site:

 

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.

 

TAX SEASON RESOURCES (WHEN SITE IS IN OPERATION)

 

PREPARING FOR A SITE VISIT FROM THE IRS

Use this as a guide to gauge your readiness for an IRS visit:

  • Form 6729d – Site Review Sheet (PDF)
  • Form 6729 – QSS Site Review Sheet (PDF)
  • Do you have all your required posters? Are they posted in the right areas?
  • Are volunteer preparers preparing returns within the scope of their level of certification?
  • Are sites asking for appropriate forms of ID to verify taxpayer identity?
  • Is the right SIDN and EFIN being used in your software setup?
  • Is everyone wearing badges?
  • Is the intake sheet being used properly?
  • Are quality reviews being done properly?

 

REQUIRED RESOURCES DURING SITE OPERATION

    • Awareness of Quality (QSRAs) and Volunteer Tax Alerts (VTAs): These alerts come out during tax season and every volunteer needs to be familiar with any updates that are announced via these alerts. Your Site Coordinator will usually inform you about alerts or tell you to check the webpage before your next volunteer shift.

    • Publication 4012, Volunteer Resource Guide (PDF): This is EVERY volunteer’s favorite resource. It is THE resource we recommend reading cover-to-cover. In class, this is often referred to as the “blue book”. Must have one that can be easily referenced at the site. Can have a physical or downloaded copy, OR online link reference.

    • Publication 17, Tax Guide for Individuals (PDF): Supplemental information to tax form instruction booklet. Explains the general rules for filing a federal income tax return. Must have one that can be easily referenced at the site. Can have a physical or downloaded copy, OR online link reference.

    • Form 13615, Volunteer Agreement (PDF): Site Coordinators need to have this on file for every volunteer that works at the site BEFORE they start volunteering. A completed one with the volunteer’s passing score will auto-generate once volunteer certification exams are passed online. The volunteer can download it after passing tests on Link & Learn / VITA Central and provide a PDF or physical copy to the Site Coordinator.

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