EARN IT! KEEP IT! $AVE IT! SITE COORDINATOR RESOURCES

Site Coordinator e-Binder

Section 1: EKS/VITA Program Tax Season Overview

• General & Year-Round Information/Reference Binder – Tax Season Preparation, Implementation, Completion, and Follow-Up

• Timeline: General & Year-Round

• EKS Glossary of Terms

Section 2: Site Coordinator References

• Site Coordinator Job Description

• Site Coordinator Timesheet

• Site Coordinator Agreement

• Site Coordinator Requirements

• RiverStar User Guide

• Troubleshooting Tax Related Issues – Flow

• IRS Publication 1084, IRS Volunteer Site Coordinator’s Handbook

• Site Coordinator Refresher Training, Publication 5088

• IRS Publication 5166, IRS VITA Quality Site Requirements

• IRS Publication 4299, Privacy, Confidentiality and the Standards of Conduct

• IRS Publication 17

• Save Your Refund Promotional Materials

Section 3: Client Forms 

• IRS Form 13614-C, Intake/Interview & Quality Review Sheet

• 2018 EKS English Client Survey

• 2018 EKS Spanish Client Survey

• 2018-19 Client Survey Distribution Instructions

• 2018 Screening Tool

• Client Sign-in Sheet

• Virtual Taxes Consent Form 14446

• EKS Client Consent for January Tax Return Filing

• Client Story Intake

• United Way Photo & Media Release Form

• IRS Services For Individuals, Publication 5136

Section 4: IRS, 2-1-1, & United Way Forms 

• Site Information for 2-1-1 (Due in December)

• EKS Marketing Tracking Form

• IRS Publication 13715, Volunteer Site Information Sheet

• IRS Form 13533, Partner Sponsor Agreement

• IRS Form W-9

• Pub 4053 – Civil Rights Poster (Required at all sites)

• Pub 4836 Volunteer Tax Poster (Required at all sites)

Tab 6: Volunteer Forms 

• Volunteer Sign-in Sheet

• Form 13206- Volunteer Assistance Summary Report

• IRS Form 13206 Instructions

• Site Orientation Overview (Coming Soon)

• Volunteer Badge Template

• IRS Form 13615, Volunteer Standards of Conduct Agreement

• Volunteer Emergency Contact Information

• Link & Learn 2017-18 Getting-Started

• Fact Sheet Link & Learn Online Courses and Certification

• Fact Sheet Practice Lab

Section 7: ITIN Information 

• IRS Publication 1915, Understanding Your IRS Individual Taxpayer Identification Number ITIN (English version)

• IRS Publication 1915, Understanding Your IRS Individual Taxpayer Identification Number ITIN (Spanish version)

• More Information on ITIN’s Here

• IRS Form W-7 and IRS Form W-7 Instructions (English version)

• IRS Form W-7 and IRS Form W-7 Instructions(Spanish Version)

Section 8: RiverStar Instructions

Section 9: TaxSlayer/IRS Communications/ Tax Alerts

• TaxSlayer Pro 2018 System Requirements

• IRS Publication 5136, IRS Services Guide

• (“Tax Alerts” are emailed out by Suzanne and can be kept here in your binder)

Section 9: Coalition Contact Information 

• Please contact us for the Coalition Contact List