Tax-Aide tax return preparation process & responsibilities
Tax-Aide process
Meet with the Tax-Aide Greeter:
Sign-In
Complete Intake Sheets
Organize Tax Documents
Tax Preparation with Tax-Aide Counselor:
IDs, SS Cards Checked
Intake Sheets and
Tax Documents ReviewedTaxpayer Interviewed
Tax Return Prepared
Quality Review
IDs, SS Cards Checked
Intake Sheets and
Tax Documents ReviewedTaxpayer Interviewed
Tax Return Reviewed & signed
Paper copy of returns and all supporting documents given to taxpayer
For a list of essential documents to bring to the tax preparation site, click HERE.
Tax-Aide volunteer responsibilities:
Treat taxpayers in a courteous and professional manner
Prepare tax returns within the scope of the program
Provide tax assistance based on the information and documents provided by the taxpayer
Quality review all tax returns
Respect taxpayers’ privacy and confidentiality
Taxpayers:
Provide all required documents to ensure the completion of your return
Sign-in at the tax site and follow the guidance of the volunteer Tax-Aide Greeter
Complete the intake sheet and supplemental intake sheet fully and accurately
Participate in the intake interview, tax preparation and quality review process
Inform volunteer of all your income including cash, gambling winnings, etc.
Ensure the return is complete and accurate before signing. Joint returns require the signature of both spouses