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 Reviewed

• Taxpayer Interviewed

• Tax Return Prepared

Quality Review

• IDs, SS Cards Checked

• Intake Sheets and
  Tax Documents Reviewed

• Taxpayer 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