Site Coordinator’s Page
Unofficial info on Taxslayer is the best we know for our
United Way of Greater Cincinnati- Ohio Kentucky Indiana VITA Volunteer sites.
RETURN COUNT Accepted as of April 18:
AARP N KY
OHIO BENEFIT BANK
1) National Resources
- IRS Site Coordinator Corner
- Taxpayer Opportunity Network (sign up for list serv and bulletins!)
- Taxslayer Blog (sign up for info on taxslayer)
- 4491-W workbook Note from IRS: The Publication 4491-W is evergreen and was not updated this year. The Publication 4491-W contains the comprehensive problems and exercises for four of the VITA/TCE courses – Basic, Advanced, International, and Military. Because we did not make any updates to the problems, some children may now be over the age limit for certain credits. However, to get the answers we provided, you must change the birth year for Joshua on the Graham problem to 2005, and on the Austin problem, Mark retired June 1, 2004. We are providing you with the 2017 Tax Year answers to the Publication 4491-W comprehensive problems. Remember to consult the current tax rates and schedules at www.irs.gov when working the problems. 4491-W answers for 2017
- 4491 training guide pdf
- 4012 Guide
- P4491x 2018 version for 4012 Updates
- Page 92 in Form 6744 was inadvertently left blank in both the current online and printed versions. Without this page, volunteers will get an incorrect answer on the Advanced Certification test.
- IRS Withholding calculator
- Useful info on payment due options.
- Pub 14309 for victims of identity theft (and dependent already claimed situations)
2) IRS Volunteer Tax Alerts: These are the VTAs you are required to discuss with your volunteers…
- SEE ESPECIALLY the new QSR notice regarding interview process.
2) Key links to have on your tax site laptops
- Live TaxSlayer Link
- ACA Affordability Worksheet Link (Source Healthcare beyond the basics) http://www.healthreformbeyondthebasics.org/aca-exemptions-income-tool/
- Colorado tax aide ACA affordability calculator
- UWGC Intake Survey- Survey Monkey version
- Location finder to refer to other tax sites
- Ohio Dept of Taxation: (Note: Preparer help line # is 614‐728‐1055)
- KY Department of Revenue
- USEFUL ONE PAGER FOR TAXPAYERS: Impact of tax changes for this year and next: pdf
- Taxslayer Suggestion box
3) Regional info for site coords
- UWGC area Site Coordinators contact list (passworded- do not share)
- Santa Maria Suggested telephone appointment screening sheet Word
- 2018 Ohio Kentucky Indiana State Cheatsheets (have one per volunteer) pdf
- Bank Routing Numbers 2018 Tax Season pdf
- Ohio School Districts for our area with SD Tax Requirements 2018 Tax Season pdf
- DROP OFF: Drop Off Instructions Form 14446 consent for drop off services. pdf
- Language Line: UWGC account for translation services Word
- Ohio STATE TAX Taxpayer advocate phone # 1-800-282-1780
- Ohio State Tax Review (cheatsheet)
- UWGC 2018 Client Intake Survey- Word Link
- Tax Filer Flier (includes site names and what to bring)
- Volunteer Recruitment Flyer
- EITC for Families Flyer
- Handout for FSA Filers on MyFreeTaxes (helps walk them through links, passwords and post filing checks). doc
- Info on tax law extensions 2/18
- ACA exemptions 2/18
- Info on doing ACA affordability exemption 3/2
- Info on UBER 2/18
- JOB POSTING: TAX PROGRAM MANAGER
- Taxslayer Suggestion Box
- Product Recommendations to IRS: Product Review Feedback for SPEC Products _FY 2018
- Accomplishments slideshow from volunteer celebration (pdf)
- 2018 Site data spreadsheets
4) Volunteer Setup and Materials
- Taxslayer Preparer Setup recommendation screen print
- Page for volunteers (passwords and links) tell them to put in 4012 pdf
- IRS Form 13206 (Volunteer Reporting Form) Due 1st week of month to report volunteers from prior month. Send to Rina. pdf excel
- Name badge insert for plastic badges) (this form is not required) IRS Form 14509 pdf
5) Taxfiler CONSENTS
- This simplified handout is an explanation of consent for volunteers and taxpayers. Word Many of our sites just use one per preparer or have the greeter provide it. Process for consents is as follows:
- In Taxslayer, EFILE section
- 4 consents will show up after bank information is entered.
- Explain to the taxfiler the purpose, using the handout.
- If taxfiler consents, hand keyboard or keypad to him/her to enter consent using a 5 digit pin. Any five numbers is acceptable- zipcode, date, 12345, whatever. Taxfiler does not need to remember the PIN. Taxfiler has to enter it 4 times, doesn’t have to be the same on each consent.
- IRS rule is that taxfiler must enter the pin him/herself. If taxfiler does consent, but cannot enter PIN, you have to print the consent pages, have him or her sign by hand, THEN you can key in PIN.
- If the taxfiler does not consent to 1, we still do his taxes, but we cannot efile, so we will print out for him/her to mail in. We can efile if he refuses consent to 2,3, 4.
- Here is my personal script: “OK, so there are 4 times you need to type a number into the return. We think its silly that there are 4 times, but that’s what the IRS wants. The number can be any number- your zipcode is good, it doesn’t have to be unique, and you don’t have to remember it; it just serves as a signature. The first one is to allow the software to transmit your return electronically so we can e-file. The second and third allow us to use overall statistical information about the program to recruit volunteers and fund the program. We never use your individual information, but we need your consent to add your numbers into the total. And the final consent is if you want to be able to pull up this tax return next year at another tax site. Do you want to do that? If so, enter a number in here.”
6) Printing vs. Viewing in taxslayer
- NEW: Taxslayer has pdf views of individual forms (such as A, C, etc) in the production version of Taxslayer 2017, next to the form info in the navigation menu. Print icon only shows up if form has been filled out.
- To look at the return (and to quality review it) you will want the preview return function. You will view this as a pdf onscreen. But you don’t want to print from print preview for the taxpayer copy because it is 30-40 pages— every single form and worksheet.
- You should either print from the Efile/Submission pages that gives you a drop down option OR from the client Summary page that should give you the same drop down option. If you are out of the return, you can print from the “client search” page- there will be a printer icon next to the client’s name and you can, again, select the appropriate print set.
- Print button allows you to choose various “print-sets”. So, for example, there’s a printset that is just the required forms, 1 copy, and another that is 2 copies for paper filers.
- 2 Prints sets have been created for the Region. Hopefully these will minimize the amount of paper used to print returns. The following sets should be in your menu:
• Cincinnati Regional Federal & State (KY, IN, OH)
• State Only (KY, IN, OH)
- If these sets do not meet your needs, you have the ability to create a separate print set for your site. Please keep paper usage & costs in mind when doing so.