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