Managing a Tax Site

Site Selection

 

Site Procedures and Management

 

Data Collection

 

Privacy and Confidentiality

Government rules require that community tax preparers manage taxpayer data carefully. Resources here can help you comply with the rules for data sharing and data retention, including Internal Revenue Code Section 7216.

Site Staffing

Site staff, whether paid or unpaid, are key to providing accurate tax returns and a good experience for our clients. This section will help you manage both volunteers and paid staff. Job descriptions for all roles, whether paid or volunteer, can be found here.

Serving Special Populations

 

Marketing

Resources here can help you enlist the media and government as partners in promoting the use of free tax preparation services. You will also find materials for marketing your Earned Income Tax Credit services to taxpayers.

Quality Assurance

Quality completion of tax returns is critical to the success of your community VITA program, and the best way to assure you are helping tax clients. Furthermore, the IRS requires that all VITA sites have a quality review process.

Managing an Earned Income Tax Credit Coalition

Free tax preparation programs rarely run on their own. If you're part of a coalition of groups, you can find resources here to assist you with building collaborative partnerships and an effective coalition.

American Recovery and Reinvestment Act

The American Recovery and Reinvestment Act (ARRA) is one of the most significant pieces of tax legislation in recent memory. ARRA is likely to impact nearly all free tax preparation clients during the 2010 and 2011 filing seasons. In addition to providing these marketing materials, the NCTC has policy goals regarding ARRA.

Special Credits

Information on unique credits offered for a limited time.

IRS

Important resources provided by the IRS.