Tax Preparer/Quality Reviewer Resources

Modified on Wed, Oct 16 at 2:43 PM

Document	Description
General Guides
IRS Publication 4011	VITA/TCE Foreign Student and Scholar Volunteer Resource Guide
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
IRS Publication 4491-X	IRS-provided updates to training and site publications. Includes updates to Publications 4012, 4491, and 6744.
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
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.
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.
Interactive Tax Assistant	The Interactive Tax Assistant (ITA) is a tool that provides answers to several tax law questions specific to your individual circumstances.
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.
IRS Publication 4012 - Balance Due Return Section	Additional information on this topic, for the return preparer's use.
Guides
VITA/TCE User Guide	Searchable PDF
Site Codes	List of UWTSA sites with corresponding site code.
Checklists	Return Preparer (two-sided: EN &ES)
Checklists	Quality Reviewer (two-sided: EN &ES)
Gig Economy (Driving)	Uber Tax Information
	Lyft Tax Information
	Commuting Miles (coming soon!)
Education Credits	Scholarship Listing
Education Credits	Decision Tree
Simplified Method	Job aid (extracted from training)
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.
Calculators
Dependent Qualification Calculator	Helps determine whether an individual can be claimed as a dependent, as well as the credits for which they may qualify.
Education Credit Calculator	Helps determine whether an individual is eligible for an Education Credit, and which credit would be most beneficial.
Pension & Annuity Calculator	Helps determine exclusions from tax.