Program Tools

Program Tools to Download or Print:

• Checklist for Filing (PDF - 204 KB ) Describes what papers residents should bring to file taxes.
• EITC PowerPoint (PDF - 3,406 KB) Training guide for volunteers.
• EITC Volunteer Survey (PDF - 54 KB) Evaluation form designed to gain feedback from volunteers to improve the program and practices.
• Intake Form (PDF - 62 KB) For collecting information from residents prior to tax preparation.
• Managing Your Debts (PDF - 2.62 MB) Financial literacy brochure.
• Marketing Letters (PDF - 122 KB ) Sample letters to families, churches, employers, and schools to raise awareness about free tax preparation services for EITC eligible residents.
• Marketing Timeline (PDF - 22 KB) Prepares coalitions for the tax season.
• Memorandum of Understanding (PDF - 50 KB) Agreement for coalition members to sign indicating commitment to EITC program, what they are willing to provide, and when and how they will provide it.
• Site Job Descriptions (PDF - 68 KB) Provides job descriptions for key personnel before, during, and after tax filing season; also includes recommended supply lists.
• Site Procedures (PDF - 73 KB) Describes roles and responsibilities of reception, intake, tax preparer, and quality control.
• Volunteer Letter (PDF - 56 KB) Sample letter to recruit volunteers for tax preparation.
• Volunteer Timeline (PDF - 23 KB) Provides chronology for organizing an EITC volunteer program.

Similar Types of Programs in Toolkit:

• Community Action Partnership of Riverside County Earned Income Tax Credit Program