Earn It! Keep It! $ave It! Site Coordinator Resources

Site Coordinator e-Binder

Tab 1: EKS/VITA Program Tax Season Overview

  • General and Year-Round Information
    • Tax Season Preparation
    • Tax Season Implementation
    • Tax Season Completion and Follow-Up
  • Timeline: General and Year-Round

Tab 2: Site Coordinator References

  • Site Coordinator Job Description
  • Site Coordinator Agreement
  • Site Coordinator Requirements
  • Troubleshooting Tax Related Issues- Flow
  • IRS Publication 1084, IRS Volunteer Site Coordinator’s Handbook
  • IRS Publication 5166, VITA Quality Site Requirements
  • IRS Publication 4299, Privacy, Confidentiality and the Standards of Conduct

Tab 3: Client Forms 

  • IRS Form 13614-C, Intake/Interview & Quality Review Sheet
  • 2016 EKS Client English Survey
  • 2016 EKS Client Spanish Survey
  • 2016 Screening Tool
  • Virtual Taxes Consent Form
  • Client Consent Form For Early Tax Prep
  • Client Story Intake
  • Photo and Media Release Form

Tab 4: Monthly Forms 

  • Site Coordinator Timesheet
  • Client_Sign-in Sheet
  • Volunteer Sign-in Sheet
  • Client Sign-Up for Next Year Reminder
  • IRS Form 13206, Volunteer Assistance Summary Report
  • EKS Marketing Tracking Form
  • 2015 Expense and Mileage Reimbursement

Tab 5: IRS, 2-1-1, & United Way Forms 

  • EKS Site Coordinator Agreement
  • Site Information for 211
  • IRS Publication 13715, Volunteer Site Information Sheet
  • IRS Form 13324
  • IRS Form 13533
  • IRS Form W-9

Tab 6: Volunteer Forms 

  • Site Orientation Overview
  • IRS Form 13615, Volunteer Standards of Conduct Agreement
  • Volunteer Emergency Contact Information
  • Link & Learn 2014 Getting-Started
  • Fact Sheet Link & Learn Certification Reports
  • Fact Sheet Practice Lab

Tab 7: ITIN Information 

  • IRS Publication 1915, Understanding Your IRS Individual Taxpayer Identification Number ITIN(Spanish version)
  • ITIN Application Process
  • IRS Form W-7 (Spanish version) and Instructions (Spanish version)

Tab 8: RiverStar Site Coordinator Instructions

Tab 9: IRS Communications/ Tax Alerts/ ACA Info

  •  IRS Publication 5136, IRS Services Guide
  • (“Tax Alerts” are emailed out by Suzanne and can be kept here in your binder)

Tab 9: Coalition Contact Information 

  • Please contact us for the Coalition Contact List