Intake Specialist Resources
Document	Description
IRS Publication 5838	VITA/TCE Intake/Interview and Quality Review Handbook
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

In-person & GYR Kiosk
Client Sign-in	Client sign-in form.
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.
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.
		GYR Kiosk Model or Valet VITA
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.
GYR / Hub
Taxpayer Survey		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.

Planning for Next Year's Tax Return		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.
Other Documents (QR and informational)
Southern AZ Community Resources		Referenced in the instruction sheet for the Taxpayer Packet, but only provided upon request.

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.

Intake - Checklists, Data Collection, Consents etc.