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