 |  |
Source | Document | Description | Updated | ||
| General return preparation guides | |||||
 | IRS Publication 4011 | VITA/TCE Foreign Student and Scholar Volunteer Resource Guide | TY 2023 | ||
| IRS Publication 4012 |  | The primary consultation guide for VITA volunteers; includes interview tips, decision trees, instructions for data entry in TaxSlayer and more. Prior Year Copies | TY 2023 EN TY 2022 ES | ||
| IRS Publication 4491-X | IRS-provided updates to training and site publications. Includes updates to Publications 4012, 4491, and 6744. | TY 2022 | |||
IRS Publication 4012-A (4012 + 4491) | Issued mid-season. An updated version of Pub 4012 that includes the changes shared in Pub 4491. Prior Year Copies | TY 2022 | |||
| IRS Publication 17 |  | General rules for filing income tax returns. Note - a hard copy for the site will be made available if requested by the SC. | TY 2023 EN TY 2022 ES | ||
| IRS Publication 4449 | Tax information for non-custodial parents: This publication can be used to help preparers (and taxpayers) understand who is entitled to the CTC and the EITC. | Last Revised in 2011 | |||
| Interactive Tax Assistant |  | The Interactive Tax Assistant (ITA) is a tool that provides answers to several tax law questions specific to your individual circumstances. | Mar, 2023 | ||
| Balance Due Returns | |||||
 | IRS Publication 5034 - Need to make a payment? | Per the script, this bilingual (EN/ES) document should be provided to the taxpayer. | TY 2022 | ||
| IRS Publication 4012 - Balance Due Return Section | Additional information on this topic, for the return preparer's use. | TY 2023 | |||
| Process Documents | |||||
 | VITA/TCE User Guide | Searchable PDF | TY 2022 | ||
| Site Codes | List of UWTSA sites with corresponding site code. | TY 2022 | |||
 | Checklists | Return Preparer (two-sided: EN &ES) | TY 2023 | ||
Quality Reviewer (two-sided: EN &ES) | |||||
| Gig Economy (Driving) |  | Uber Tax Information | N/A | ||
 | Lyft Tax Information | ||||
| Commuting Miles (coming soon!) | |||||
| Education Credits |  | Scholarship Listing | TY 2023 | ||
 | Decision Tree | ||||
| Simplified Method |  | Job aid (extracted from training) | TY 2023 | ||
| Federal Tax Penalties - Overview | Provides a brief overview of some federal tax penalties. Its purpose is to provide a general explanation of these penalties, instances where they may be automatically waived as well as potential opportunities for penalty relief. This is an internal document and should not be distributed. | TY 2023 | |||
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