Resources Used/Managed by the Intake Specialist
Document	Description							Updated For
IRS Guidance
IRS Publication 5838	VITA/TCE Intake/Interview and Quality Review Handbook							TY 2023
Intake Guides (Checklists)
In-person		GYR Kiosk			Hub			TY 2023

All Sites
Program Limitations & Requirements		Two-sided document detailing program limitations (out-of-scope scenarios), as well as ID and information requirements (so, what should be provided by the taxpayer). Laminated forms have been provided to in-person sites, so it should not be necessary to print this form. Personnel working in the Hub should provide the appropriate link to the client. Limitations TY 2023 income limit = $79,000 Please see this page for background on each of the other limitations (OOS situations) as well as how to handle special situations, such as out-of-state returns or amended returns requested at a different UWTSA site. Requirements Please refer to Pub 4299 [Validating Taxpayer(s) Identity and Identification Number(s)] for acceptable alternatives if the taxpayer does not have their driver's license and/or social security card. Arizona Families Tax Rebate Please see this website for general information. View a sample of the letter sent to taxpayers. Click here to retrieve and print a 1099-MISC. To share the URL with the taxpayer for use on their phones, provide the following: https://form1099g.aztaxes.gov/Home/View1099-Misc						TY 2023

In-person & GYR Kiosk
Client Sign-in	Client sign-in form.							TY 2023
Taxpayer Packet	Print full packet!	Includes the individual documents listed to the right. They are typically not printed individually!			Instructions
					Consents
					Planning for Next Year		2-sided EN & ES
	Print full packet!				Next Steps (in-person)		2-sided EN & ES
					Survey
Consent Description	2-sided EN & ES	Explanations of the consents that we are requesting from the taxpayers. Laminated forms have been provided to in-person sites, so it should not be necessary to print this form.						TY 2023
Next Steps	2-sided EN & ES			Out of Scope (OOS)		Next steps for taxpayer based upon their status (in or out of scope) or the work performed by our team.		TY 2023
				GYR Kiosk Model or Valet VITA
				Extension Filed (coming soon!)
GYR Kiosk Pick Up List	May be used to manage clients whose returns are prepared virtually, but who elect to sign and/or pick up a copy of the completed return in person.							TY 2023
GYR / Hub
Taxpayer Survey	Click the image above!	The information we request is shared with the organizations who fund our program, to confirm we are assisting the populations of interest to them. It helps ensure we are here for the taxpayer next year. Please send the appropriate link to the taxpayer.						TY 2023
	Click the image above!
Planning for Next Year's Tax Return	2-sided, EN & ES	Alerts the taxpayer that they may need to record mileage etc. if they become self-employed and points out that dependents may be "aging out" of certain benefits. Please send a link to the taxpayer.						TY 2023
Other Documents (QR and informational)
QR Sign-in	Used to track clients ready for QR. Print on request of SC.							TY 2023
Southern AZ Community Resources		Referenced in the instruction sheet for the Taxpayer Packet, but only provided upon request.						TY 2023

AZ Property Tax Related Benefits		Used to help raise awareness among our clients of potential benefits. It is not intended to provide a complete picture of these programs, their limits or requirements. It may be provided to select taxpayers (seniors, the disabled, veterans) who are property owners during QR. Additional copies should be printed if the original supply provided is exhausted.						TY 2023
	coming soon!
Valet VITA (legacy process; replaced by GYR Kiosk)
Legacy Process Documents	Valet VITA Consent		VITA Intake Guide (Valet)			Valet VITA Checklist		TY 2023

Intake - Checklists, Data Collection, Consents etc.