Who We Are. Our mission at CFED is to make it possible for millions of people to achieve financial security and contribute to an opportunity economy.
|
|
- Stephanie Tucker
- 5 years ago
- Views:
Transcription
1
2
3
4
5 Who We Are Our mission at CFED is to make it possible for millions of people to achieve financial security and contribute to an opportunity economy.
6 How do we do it We push to expand innovative practical solutions that empower low- and moderate-income people to build wealth. We drive policy change at all levels of government. We support the efforts of community leaders across the country to advance economic opportunity for all.
7
8
9
10
11
12
13
14
15
16
17 Lee Davenport Principal, Davenport Consulting
18 Volunteer Income Tax Assistance - VITA Vulnerable populations claim valuable tax credits Provide tax preparation to eligible taxpayers Increase quantity of taxpayers served Volunteer-led tax preparation Facilitated Self-Assisted Tax Preparation Empowered taxpayers navigating tax system Expanded service population/minimize cost New clients aware of your CBO and its related support Create segmentation for different TP service needs
19
20 Defining Ideal FSA Clients Words to describe Ideal Client Regular access/use of Simple return Young Tech savvy or tech comfortable Someone who shops online Characteristics of Ideal Clients Young (Age 20-35) W-2 Income Single Filers Claiming EITC and CTC 1st time filers College students
21 Those with ACA/health insurance questions Those afraid/unwilling to prepare their own taxes Filers claiming America Opportunity Credit: Taxpayer s understanding of status as a dependent Complexity in reporting appropriate costs of education Clients starting Defining on another Other platform FSA Clients but unable to finish
22 Role of FSA Resources Required Volunteer Recruiting & Training Marketing & Messaging Optimizing Client Flow Reporting Requirements
23 Role: Connecting with younger audience in computer lab settings, incorporating it into new educational partnerships. Resources: Repeat Business, once the TP tries FSA, they generally like it and will do it again. They do just fine. Volunteers: Volunteers complete certification with FSA. Are patient, encouraging and new to VITA Marketing: Defining Leverage the large Other FSA with Clients prewritten they distribute. Client Flow: Stand alone sites at community colleges and workforce locations. Reporting: Collect your data onsite
24 How are you best solving for system efficiencies? Do you consider FSA efforts in opposition with VITA? Can you use FSA as a tool to improve financial outcomes? Defining the Other FSA Clients
25
26
27 MyFreeTaxes FSA Overview CFED Exploring Facilitated Self Assistance and Virtual VITA September 21, 2016
28 Agenda 1. What is MyFreeTaxes? 2. What is the MyFreeTaxes Helpline? 3. Where can you use MyFreeTaxes? 4. How can I promote MyFreeTaxes? 5. Frequently Asked Questions
29 What Is MyFreeTaxes? Operating since 2009 Currently operated by United Way Worldwide Federal and State returns for all 50 states Powered by H&R Block Facilitated Self Assistance MyFreeTaxes Helpline
30 What is the MyFreeTaxes Helpline? VITA Advanced Certified Agents at select United Way call centers Operates January October 15 Mon Sat during main tax season For MyFreeTaxes users only (not TaxSlayer VITA questions, etc)
31 Where can you use MyFreeTaxes? VITA sites at kiosks Tax fairs, events Student centers Workplaces At home
32 How can I promote MyFreeTaxes? Register for free on the MyFreeTaxes Partner Portal Access promotional materials, program data, and tools Use posters, banners, social media tools Stay tuned for training webinar Will be recorded and saved to Partner Portal Count MyFreeTaxes returns under your VITA grant Think of areas underserved by VITA sites Think of tech-savvy people who may not normally come to VITA sites
33 Frequently Asked Questions Doesn t TaxSlayer have an FSA option now? Yes but only for on site use. MyFreeTaxes can also be used on site, but is a great option for remote FSA Is it really free? Yes for eligible filers, federal and 3 state returns can be filed for free How many people use MyFreeTaxes? 196,000 filers in You can find details for your community on the Partner Portal Can only United Ways promote MyFreeTaxes? Anyone can promote MyFreeTaxes Can filers import their data from last year? Yes the H&R Block software can import from prior years
34 For more information: Matt Aliberti, Director Impact, United Way Worldwide x503
35 Thank you
36
37
38
39 The Food Bank For New York City Innovative use of Technology for VITA
40 Food Bank s Free Tax Program Since program inception in 2002, we have filed tax returns for more than 600,000 low-income New Yorkers, and secured over $1 Billion in tax refunds for our clients. We were able to reach these numbers assisting filers through: Traditional VITA FSA-Facilitated Self Assisted Virtual VITA
41 Program Platforms Traditional VITA 72,565 FSA-Facilitated Self Assisted - 8,247 Virtual VITA 11,343
42 Food Bank s FSA Program What: Self Preparation, coaching, platforms Who: Computer savvy mostly younger, Facebook, mobile phone app user Where: VITA sites (Large waiting time) *triage the line Libraries, Community Colleges, Schools, Creative Partnerships like work force development programs with computer labs How: Data (all cumulative) * suggestion use entry portal we use Salesforce Collect information you need before launching them onto platform Secure URL Use home portal (give-away s magnets, mouse pad etc.) Why: One coach many returns, one to many, Lower cost use existing resources Empowering, don t give them a fish, teach them how to fish *What are Challenges Not everyone is ready to go onto self-assisted Data is limited and connectivity to other programs
43 Food Bank s Virtual VITA Program It s an innovative model within the Food Bank s VITA Program utilizing technology to connect the volunteer and the tax client. The clients are not in the same location as the volunteers who actually prepare the returns. This is accomplished by separating the intake from preparation site Virtual Tax Intake Sites Map
44 Virtual VITA Growth Filling Year Intake Site Average Return per Site FY FY FY FY FY
45 Year: 2013 Site: Restoration Plaza Location: Brooklyn, NY Volume: 1,881 Impact: Local VITA Site Usage
46 Year: 2013 Site: FBNYC Virtual VITA Location: NYC Volume: 1,775 Impact: City Wide Virtual VITA Site Usage
47 What is the Food Bank s Virtual VITA Intake Site Commonly located in neighborhoods where our client base resides. The function is to verify client s identity and secure tax-related information. Program? Clients can be screened for Benefits (SNAP, Health and Financial Education). Information is Uploaded to a secure Interface where prep site can access it. 115 Virtual Intake Sites in FY16
48 What is the Food Bank s Virtual VITA Preparation Site Located where there is easy recruitment of volunteers. Program? Certified volunteers interviews the taxpayer and prepares the return remotely. Information is uploaded back to the secure interface or by utilizing secure directly to client. 2 Prep sites in FY16
49 The Preparation Site Prep Site: Call Within 72hr Return is Electronically filed Intake: 15 Minutes Authorization: 10 Minutes OR Interview and QR process: 15 Minutes Intake Site
50 Virtual VITA Process Intake Volunteer verifies Filer identity and performs document readiness, assisting filer if necessary in completion of IRS Intake F13614-C. Filer signs Virtual Consent F14446 and Tax documents get uploaded to secure interface. Tax Return Review & Queue Virtual Coordinator assigns tax return to a certified preparer. Preparer opens documents in secure interface and preparers tax return. Interview & Quality Review Tax Preparer and QR conducts telephone interview with tax filer to ensure a quality return was completed. After quality review and filer agrees to accept return, copy of finalized return is then uploaded to secure interface, or send electronically using DocuSign if client have internet access. Tax Filer Authorization & E-File Tax filer returns to Network Intake site. Copy of tax return is downloaded and printed by Intake site volunteer and tax return with e-file authorization form is given to tax filer to sign. A copy of the signed e-file authorization is uploaded to secure interface, RETURN IS E-FILED by Virtual Coordinator at preparation site.
51 Food Bank s Virtual VITA Security and data Encryption o Secure Platform Complies and exceeds IRS minimal required of user authentication with password, 128-bit encryption, and audit trail capability o Secure document upload Secure E-Signature o DocuSign integration Different Level user accounts o o o o o Project Administrator Site Coordinator Quality Reviewer Tax Preparer Intake Volunteer
52 Food Bank s Virtual VITA Benefit Screening capable o o o Basic screening Advanced screening Multi service screening Data collection o o Custom reporting Dashboard Creation Multi tax year capable o Secure Platform Client Relationship keeps records of prior year filings Case management features o o o Status indicator on return progress Call log and case diary notes Case updates alerts and follow up Queues
53 In Person VITA Virtual Pros Face to face Walk out with return Certified staff on site Multiple benefit access Volume per site is greater No long lines Time flexible Cost effective Expanded service area Easy set up Cons Long waiting lines Not everywhere Costly operation Partner's capacity # Volunteers & staff Client s trust Coordination May require 2 visits to site Authorization form
54 Thank You German Tejeda Vice President for Anti-Poverty Programming
55
56 Alternative Filing Methods Presentation Stakeholder Partnerships. Education and Communication (SPEC) Dan Maier Acting Chief, SPEC National Partnerships September 21, 2016
57 Why it s important: Potential market for volunteer tax services is substantial: Volunteer returns prepared through direct assistance model: o 3.6 million taxpayers received direct assistance (including FSA, 3.8 million overall) Preference for VITA services: o 19 Million taxpayers would use these services o Based on IRS Benchmark Survey Provides an opportunity for financial education by teaching taxpayers about return preparation (Facilitated Self Assistance)
58 Expanding Access: FSA (Facilitated Self Assistance) Virtual VITA/TCE
59 Facilitated Self-Assistance (FSA) Benefits: For sites: Prepare more returns Target more taxpayers with complex returns for direct help Reduce wait times during peak Provide taxpayers with a choice of service Returns counted towards site total Federal and state returns are free For taxpayers: Leverage current computer skills Access to brand-name tax software Ability to consult with a certified VITA volunteer for questions Increased knowledge about their return Increased confidence upon completion of return First step towards self-sufficiency in return filing
60 FSA Partners: SPEC works with a number of software providers to offer free federal and state tax prep and e-filing (note: offers vary by provider, based on income, state of residence, etc.): Benefit Bank H&R Block Free File Military OneSource MyFreeTaxes.com OnLine Taxes (OLT) TaxAct TurboTax Freedom Edition In 2017, TaxSlayer will also offer an FSA product available inperson at select VITA/TCE sites across the country (in addition to their traditional VITA/TCE software)
61 Virtual VITA/TCE: Allows partners to expand access to hard-toreach areas Outgrowth of Rural Initiative Allows sites to utilize volunteers more efficiently Shares documents/information using virtual means Taxpayer consents via Form Utilize Publication 4299 regarding info sharing
62 SPEC s Role: Provide counts for Alternative Filing Methods programs to partners Provide program oversight/support
63 Questions? Dan Maier
64
65
66
67
Center for Financial Security Family Financial Security Webinar Series
Center for Financial Security Family Financial Security Webinar Series November 8, 2011 Encouraging the Use of Retirement Savings Contribution Credit through VITA Sites Sponsored by a grant from the UW-Madison
More informationREI NETWORK WEBINAR: A HIGHLIGHT OF TOOLS AND RESOURCES FROM CFED'S TAXPAYER OPPORTUNITY NETWORK. December 2, :00 4:00 pm EDT
REI NETWORK WEBINAR: A HIGHLIGHT OF TOOLS AND RESOURCES FROM CFED'S TAXPAYER OPPORTUNITY NETWORK December 2, 2015 3:00 4:00 pm EDT Moderator Michael R. Roush, M.A. Director, Real Economic Impact Network
More informationOSHKOSH AREA VITA 2014 YEAR END REPORT
OSHKOSH AREA VITA 2014 YEAR END REPORT Volunteer Income Tax Assistance The VITA Program provides free tax preparation services to low to moderate income residents of Winnebago County SITE COORDINATORS
More informationT1 Filing Season Digital Service Enhancements. CRA/CPA Webinar
T1 Filing Season Digital Service Enhancements CRA/CPA Webinar 2017 Targets for Online Filing EFILE Digital services will be expanded to remove additional exclusions February 2017 Multiple Jurisdictions
More informationFREE FILE TOOLKIT. for Community-Based Organizations
FREE FILE TOOLKIT for Community-Based Organizations Tax Year 2015 Table of Contents Toolkit Overview... 3 Where Do I Start?... 4 Free File Kickoff Plan... 5 Easy Social Media Posts... 6 Social Media Best
More informationSetting up TaxSlayer Pro Online
Setting up TaxSlayer Pro Online To set up TaxSlayer ProOnline as a Favorite in your web browser, use the following steps: 1. Open Internet Explorer, Mozilla Firefox, or Google Chrome. 2. Type https://vita.taxslayerpro.com
More information2/7/2018. Disclaimer. Taxes 101- Webinar for Service Providers. Today s Agenda SETTING THE STAGE
Taxes 101- Webinar for Service Providers Alica Whitmore, Outreach Coordinator, Prepare + Prosper Nick Xanthopoulos, Staff Attorney, Mid-Minnesota Legal Aid Mary Jo Katras, Program Leader, Family Resiliency,
More informationDISCOVERY PHASE (IN) PROGRESS REPORT
DISCOVERY PHASE (IN) PROGRESS REPORT DISCOVERY TIMELINE OCT - Discovery Planning NOV - Secondary Research Expert Interviews Stakeholder Diagram Stakeholder Contact List One Pager + Consent Forms DEC -
More informationVolunteer Income Tax Assistance
Volunteer Income Tax Assistance The VITA Program provides free tax preparation services to low income residents of Winnebago County Tax Services Provided in Calendar Year 2016 1 Site Coordinators Sue Panek
More informationLOCATING ELIGIBLE NEW YORKERS FOR BENEFIT PROGRAMS. Fighting Poverty with the Robin Hood Foundation
LOCATING ELIGIBLE NEW YORKERS FOR BENEFIT PROGRAMS Fighting Poverty with the Robin Hood Foundation Using the models around the Earned Income Tax 10K Credit, we ve adopted a more targeted approach. We ve
More informationIntake/Interview & Quality Review Training Filing Season
Intake/Interview & Quality Review Training 2018 Filing Season Publication 5101 (Rev. 10-2017) Catalog Number 64024A Department of the Treasury Internal Revenue Service www.irs.gov 1 The Objectives of this
More informationGeneral Messages (Evergreen) Prior to January 14 th, 2011 (Nov/Dec/Jan)
Free File Content Calendar Incorporate these social media posts, tweets, and messages into your social media channels as you engage with the public this tax season. These messages can also be easily incorporated
More informationMessage from the New President & CEO
Message from the New President & CEO I am both honored and humbled to lead this organization. This is an exciting time for us. For more than 80 years, United Way of Greater Mercer County has partnered
More informationmyra (my Retirement Account) A New Way to Start Saving for Retirement
myra (my Retirement Account) A New Way to Start Saving for Retirement Introduction and Agenda Retirement savings challenges myra as a solution What is myra? Who is myra for? Getting involved with myra
More informationANYTIME ANYPLACE ANYWHERE
ANYTIME ANYPLACE ANYWHERE Who are we? What do we do? Imagine: A business service with no physical boundaries, no time constraints. Your TCW business can be performed in an office, in your business, at
More informationAbout The Online 401(k)
About The Online 401(k) The Online 401(k) is a Web-based retirement plan solution built to address the 401(k) needs of small businesses. One of the original Web-based 401(k) providers to address the small
More informationTAX CREDITS OUTREACH MADE EASY: TIPS AND TOOLS FOR ADVOCATES
November 12, 2013 TAX CREDITS OUTREACH MADE EASY: TIPS AND TOOLS FOR ADVOCATES JOHN WANCHECK, CENTER ON BUDGET AND POLICY PRIORITIES SUSANNA BIRDSONG, NATIONAL WOMEN S LAW CENTER AMY QUALLIOTINE, NATIONAL
More informationTAX CREDITS OUTREACH MADE EASY: TIPS AND TOOLS FOR ADVOCATES
Roxy Caines, Center on Budget and Policy Priorities TAX CREDITS OUTREACH MADE EASY: TIPS AND TOOLS FOR ADVOCATES Amelia Bell, National Women s Law Center Amanda Hooper, National Women s Law Center December
More informationVITA: Volunteer Income Tax Assistance. A national VOLUNTEER program assisting families at tax time.
VITA: Volunteer Income Tax Assistance A national VOLUNTEER program assisting families at tax time. EITC and CTC EITC and CTC are tax credits designed to promote work and to lift families out of poverty.
More informationGet Happy. OWN A HAPPY
Get Happy. OWN A HAPPY TAX FRANCHISE. 03 / THE BUSINESS CONCEPT Tax preparation for the 21st century. We reject the notion that tax preparation needs to be a frustrating process. Nor does it have to be
More informationOnline, CD and Downloadable Tax Preparation Programs
Online, CD and Downloadable Tax Preparation Programs SIR Frank Crua Branch 116 February 17, 2011 2/17/2011 1 Who prepares your Taxes? 2/17/2011 2 Who prepares your Taxes? 1. Do you use a Tax Preparer?
More informationPayStand s Guide to Understanding ACH and echeck. How to Receive Direct Bank Payments Online
PayStand s Guide to Understanding ACH and echeck How to Receive Direct Bank Payments Online Table of Contents Do direct bank payments make sense for your business? What s the difference between ACH and
More informationPart I: EITC Awareness Day and Taxathons
2018 Tax Season Kick-off Conference Call Center on Budget & Policy Priorities Get It Back Campaign January 18 th, 2018 Part I: EITC Awareness Day and Taxathons How will you kick-off the tax season? Holding
More informationLindsay Ferguson America Saves. Mariele McGlazer Commonwealth
Training 2019 Lindsay Ferguson America Saves Mariele McGlazer Commonwealth Agenda WHO IS COMMONWEALTH? WHO IS AMERICA SAVES? WHAT IS SaveYourRefund (SYR)? WHY IS SYR IMPORTANT? HOW DOES SYR WORK? WHAT
More informationUnited States: Evolving toward Next-Level Taxpayer Service. Accenture Digital Taxpayers Research and Insights
United States: Evolving toward Next-Level Taxpayer Service Accenture Digital Taxpayers Research and Insights In its second year, Accenture s Digital Taxpayers Research focuses on how revenue agencies are
More informationIn Baltimore City today, 20% of households live in poverty, but more than half of the
Building Economic Opportunity in Baltimore: A Data Profile Baltimore Highlights In Baltimore City today, 20% of households live in poverty, but more than half of the city s population 55% is financially
More informationSecure Website Encompass Loan Center
What is housed in this website? NOVA Home Loans uses a secure website where you can access your NOVA loan documents 24-hours a day. In this secure website, you will find the documents associated with your
More informationManaging Pensions in Sage One Payroll
Managing Pensions in Sage One Payroll 1 Contents Introduction Introduction... 3 Setting the Staging Date... 4 Preparation Steps... 6 Reaching Your Staging Date... 12 To postpone all employees from your
More informationUsing WeChat to Recruit in China
Using WeChat to Recruit in China Booth 2450 WeChat White Paper What is WeChat WeChat is a cross-platform instant messaging app for mobile devices. Its function and logo might mislead international recruiters
More informationCity of New York. Paul Carlo
City of New York Paul Carlo Agenda 1 Commuter Parity 2 Commuting Options 3 Account Funding 4 WageWorks Site 5 Helping to Spread the Word 2017 WageWorks Inc. All rights reserved. 2 Commuter Parity 2017
More informationUSU Budget Process FAQ
USU Budget Process FAQ Web Resources Budget Process Tips - Why? - The data in production Banner and Salary Planner are independent. - Will I see the new year budget before it goes into effect? - How are
More informationVITA Services for West Michigan Intro
VITA Services for West Michigan Intro Volunteer Income Tax Assistance Families paying too much for preparation Tax preparation costs $40-$250 - imagine the savings if we served 10%! Tax time is an opportunity
More informationACA and Taxes: Resources for VITA and other Social Service Providers. January 15, pm ET, 12-1pm CT, 11-12pm MT, 10-11am PT
ACA and Taxes: Resources for VITA and other Social Service Providers January 15, 2015 1-2pm ET, 12-1pm CT, 11-12pm MT, 10-11am PT Welcome Fran Rosebush Assets & Opportunity Network, Taxpayer Opportunity
More informationIntake/Interview and Quality Review Training Filing Season
Intake/Interview and Quality Review Training 2015 Filing Season Publication 5101 (Rev. 10-2014) Catalog Number 64024A Department of the Treasury Internal Revenue Service www.irs.gov 1 The Objectives of
More informationDTE Energy retirees: Welcome to PayFlex
DTE Energy retirees: Welcome to PayFlex You are enrolled in a Retiree Reimbursement Account (RRA). Your new RRA comes with some great tools to help you manage your account. Through the PayFlex member website,
More informationVOLUNTEER FAQS VOLUNTEER ETIQUETTE GUIDE
VOLUNTEER FAQS VOLUNTEER ETIQUETTE GUIDE VOLUNTEER FAQS AND VOLUNTEER ETIQUETTE I'VE NEVER WORKED AT THIS SITE BEFORE. WHAT IS MY LOGIN INFO? Each SaveFirst site location has a unique Site ID. If you realize
More informationTips for Maximizing American Opportunity Credit
Tips for Maximizing American Opportunity Credit CFR 26 Sec. 125A-5(c) (3) Scholarships and fellowship grants Document 5311 (11-2018) Catalog Number 71763Y Department of the Treasury Internal Revenue Service
More informationOpening a pensionsync account for the first time
Set-up user guide Table of contents Opening a pensionsync account for the first time... 2 How to open an Account... 2 Understanding your Account... 4 Viewing your account... 4 Account Details... 5 Payroll
More informationFREE FILE TOOLKIT. for Community-Based Organizations
FREE FILE TOOLKIT for Community-Based Organizations Tax Year 2017 Table of Contents Toolkit Overview Where Do I Start? Traditional Media Press Releases Op-Eds Public Service Announcements Talking Points
More informationInnovations in VITA Program Design: Strategies from the Common Cents Lab. December 18, :30 pm PT/ 3-4:30 pm ET
Innovations in VITA Program Design: Strategies from the Common Cents Lab December 18, 2017 12-1:30 pm PT/ 3-4:30 pm ET Welcome Carmen Shorter Senior Manager for Learning, Field Engagement Prosperity Now
More informationSmartCLOSE TM Q&A. DocMagic, Inc All rights reserved.
Questions When will we have a chance to test this software? Are there additional fees to lenders (and/or attorneys) for using the Collaboration option? Are there any costs to Title Companies to use the
More informationNew Hampshire AARP Foundation Tax-Aide. TY2015 Kickoff Meeting 2015-Oct-22
New Hampshire AARP Foundation Tax-Aide TY2015 Kickoff Meeting 2015-Oct-22 Agenda Introduction Recap: what we did and why we re awesome Recognition: who s particularly awesome What s new State Leadership
More informationLearning about Taxes With Intuit ProFile 2018/19. Chapter 4: A Basic T1
Learning about Taxes With Intuit ProFile 2018/19 Chapter 4: A Basic T1 Copyright Copyright 2019 Intuit, Inc. All rights reserved. Intuit, Inc. 5100 Spectrum Way, Mississauga, ON L4W 5S2 Trademarks 2019
More informationQuestions and Answers, PTIN - 11/23/2010
Questions and Answers, PTIN - 11/23/2010 Tips for Using the Online PTIN System Remember your user ID and password - write it down somewhere - you cannot get back into your account without your user name
More informationEarned Income Table. Earned Income
Includes Taxable wages, salaries, and tips Union strike benefits Taxable long-term disability benefits received prior to minimum retirement age Net earnings from self-employment Gross income of a statutory
More informationLesson 1 Course Introduction
Lesson 1 Course Introduction OBJECTIVES: 1. Identify five keys to preparing a correct tax return 2. Correctly utilize IRS Intake Form and interview techniques 3. Define due diligence 4. Know about your
More informationGuide to working with NEST via pensionsync
Guide to working with NEST via pensionsync Contents Open an account with NEST... 1 How to apply for a new pension scheme with NEST... 2 Can I apply for a pension scheme with NEST directly?... 2 How do
More informationEnrolling as a New Employee or Newly Eligible for Benefits Employee
Enrolling as a New Employee or Newly Eligible for Benefits Employee If enrolling dependents, you will need to provide the following information and documentation: Marriage Certificate or Oregon Certificate
More informationWelcome! Take Action Webinar
Welcome! Take Action Webinar September 13, 2011 The webinar will begin in a few moments. Please call (218) 339-2409 and enter the Guest PIN: 2015994 Webinar Orientation & Participation Tips Participant
More information1 2017/2018 Turbo Tax Guide Investor Edition
2017/2018 Turbo Tax Guide Investor Edition 1 2017/2018 Turbo Tax Guide Investor Edition INTRODUCTION If you use TurboTax, you will be able to import the below information shown on your original or corrected
More informationSection 1 FAQs Section 2 Important Terms & Conditions Section 3 TurboTax Instructions Section 4 TurboTax Download for your Tax Professional
TurboTax Facts Section 1 FAQs Section 2 Important Terms & Conditions Section 3 TurboTax Instructions Section 4 TurboTax Download for your Tax Professional TurboTax Frequently Asked Questions If you have
More informationDependent Care Account and Debit Card Information
Dependent Care Account and Debit Card Information Dependent Care Account (DCA) What is a Dependent Care Account? (DCA) Much like the Health FSA, the Dependent Care Flexible Spending Account under IRC Section
More informationEnrolling Consumers in Health Coverage. 5 days left until open enrollment!
Enrolling Consumers in Health Coverage 5 days left until open enrollment! The Importance of Assisters Assisters increase the probability that a person will successfully enroll, and consumers value in-person
More informationOregonSaves Employer Handbook
OregonSaves Employer Handbook A Guide to Your Role and Responsibilities October 2017 OregonSaves is overseen by the Oregon Retirement Savings Board. Ascensus College Savings Recordkeeping Services, LLC
More informationPersonal Banking Solutions
Personal Banking Solutions Financial consultants understanding your goals to provide valuable solutions. amerisbank.com Checking Solutions Providing you with a checking account that fits your lifestyle.
More informationCourse Goals: 1. Completing a tax return in Taxslayer 2. Key Tax Concepts 3. Key Credits 4. Finishing a return- bank info, consents, ready for review
Course Goals: 1. Completing a tax return in Taxslayer 2. Key Tax Concepts 3. Key Credits 4. Finishing a return- bank info, consents, ready for review Credits Refundable and Non Refundable Now we get to
More informationFinishing the Return in TaxSlayer. Pub 4012 Tab K Pub 4491 Lesson 31
Finishing the Return in TaxSlayer Pub 4012 Tab K Pub 4491 Lesson 31 Finishing the Return in TaxSlayer E- File Section Screens to Complete Return Type Tax Preparation and E-File Information State Return(s)
More informationEFAST 2 - What you need to know April 22, 2009 Webinar Q&As ftwilliam.com
EFAST 2 - What you need to know April 22, 2009 Webinar Q&As ftwilliam.com NOTE: Since the broadcast of the webinar we have learned that DOL may be in the process of issuing FAQs on the EFAST system that
More informationLearning about Taxes with Intuit ProFile Chapter 4: A Basic T1
INTUIT PROFILE 2017 /18 TRAINING GUIDE Learning about Taxes with Intuit ProFile Chapter 4: A Basic T1 Copyright Copyright 2018 Intuit, Inc. All rights reserved. Intuit, Inc. 5100 Spectrum Way, Mississauga,
More informationGetting Ready for Tax Season. January 2016
Getting Ready for Tax Season Health Insurance Coverage Affects Consumer Taxes Health coverage impacts a consumer s taxes CMS is coordinating with the Internal Revenue Service (IRS), tax preparers, tax
More informationQUICK TIP: Download a Quick Reference Guide from the Resource Center to help you use the PayFlex member website.
[Date] Dear DTE Energy Retiree, It s our pleasure to welcome you to PayFlex! You re enrolled in a Retiree Reimbursement Account (RRA). Your RRA comes with some great tools to help you manage your account.
More informationLooking for assistance with retirement planning?
August 2013 ON GE PAYROLL AND BENEFITS Looking for assistance with retirement planning? Stay tuned for new S&SP resources and tools You asked, and we re delivering. How do simple Quick Guides on important
More informationPAYE Reporting Released November 2016
PYE Reporting Released November 2016 Introduction The Government is modernising New Zealand s tax system to make it simpler and more certain for New Zealanders. Improving the administration of PYE is an
More informationAmended Returns Prior Year Returns. Pub 4012 Tab M Pub 4491 Part 9 Lesson 34
Amended Returns Prior Year Returns Pub 4012 Tab M Pub 4491 Part 9 Lesson 34 Why Amend a Return Something not correctly reported on original return New/updated information received by taxpayer Should or
More informationVerification Worksheet
U.S. Department of Education 2018 2019 Verification Worksheet Federal Student Aid Programs Your application was selected for review in a process called Verification. During this process, St. Joseph s College
More informationQuickBooks Training Clint A. Summers, CPA
QuickBooks Training Introduction & Professional Background EDUCATION: MERCER UNIVERSITY, Atlanta, GA Masters of Business Administration in Finance, 4.0 GPA - October 2002 KENNESAW STATE UNIVERSITY, Kennesaw,
More informationThe Client Facilitator Tax Year 2017
The Client Facilitator Tax Year 2017 This training supplements the Tax Aide Policies and Procedures training whichis required for all AARP Foundation Tax Aide Volunteers Goal Ensure Client Facilitators
More information2018 RobecoSAM Corporate Sustainability Assessment (CSA) Making the Most of the CSA and the Online Assessment Portal
2018 RobecoSAM Corporate Sustainability Assessment (CSA) Making the Most of the CSA and the Online Assessment Portal March 6 th, 2018 Agenda Introduction to RobecoSAM & the Dow Jones Sustainability Indices
More informationAdvantage Account online application Frequently asked questions (FAQ)
Advantage Account online application Frequently asked questions (FAQ) Manulife Bank s new online application has made applying for personal, non-registered, Canadian-dollar Advantage Accounts easy and
More informationTax Preparation Course Introduction
Tax Preparation Course Introduction Welcome AARP Tax-Aide education is all about: Interaction with taxpayer Applicable Tax Law Forms Data Using Tax Preparation Software 2 AARP Foundation Tax-Aide Nationwide
More informationWelcome to the BenefitWallet HSA!
2016 2017 Conduent Xerox HR Solutions, Business Services, LLC. All rights LLC. All reserved. rights reserved. BenefitWallet Conduent, is a Conduent trademark Agile of Xerox Star Corporation and BenefitWallet
More informationCommuter Benefit Solutions
Commuter Benefit Solutions Learn more about the NYC Transit Ordinance 1 of 11 Contents What are Commuter Benefits? 3 What is the New York City Transit Ordinance? 5 Complying with the NYC Transit Ordinance
More informationStudent Financial Services is Going GREEN
Student Financial Services is Going GREEN Welcome Students We are happy to offer you a secure online payment portal that will allow you a variety of options: Make a Payment View Account Detail View Recent
More informationFrequently Asked Questions
Frequently Asked Questions Opening An eaccess Account... 4 What bank products can I open online through Investors eaccess?... 4 What categories of account ownership can be opened online?... 4 Who is eligible
More informationVolunteer FAQs Volunteer Etiquette
Volunteer FAQs Volunteer Etiquette! Volunteer FAQs! I've never worked at this site before. What is my login info? Each SaveFirst site location has a unique Client ID. Note that this may be different from
More informationAmended Returns. CAUTION: Please see the 1040X Guide posted on 12/6/2016 to the VITA/TCE Blog at https:// vitablog.taxslayerpro.
Amended Returns Caution: Protecting Americans from Tax Hikes (PATH) Act 2015 prevents taxpayers using newly issued ID numbers to retroactively claim refundable tax credits in prior years. For example,
More informationAyersGTS (Internet) User Manual. Ayers Solutions Limited
AyersGTS (Internet) User Manual By Ayers Solutions Limited Amendment History AyersGTS User Manual (Internet) v1.12.1 Version Date Details V1.0 1-Jun-04 Initial Copy V1.1 3-Aug-04 Updated Images V1.2 20-Dec-04
More informationExactly what kind of bank is South State Bank?
Business Banking Exactly what kind of bank is South State Bank? Yours. The right banking relationship can make a big difference in your success. Whether you need a new business checking account, more effective
More informationMcKesson Radiology 12.0 Web Push
McKesson Radiology 12.0 Web Push The scenario Your institution has radiologists who interpret studies using various personal computers (PCs) around and outside your enterprise. The PC might be in one of
More informationWhat to expect with PayFlex
What to expect with PayFlex Detailed information about one or more of the following reimbursement accounts: Health care flexible spending account (FSA) Dependent care FSA Health reimbursement arrangement
More informationOhio Conference of Payroll Professionals
Ohio Conference of Payroll Professionals Dennis Bell October 16, 2014 What is identity theft? Identity theft occurs when someone uses your personal information such as your name, Social Security Number
More informationEnhancing Your VITA Program: Direct Deposit & Better Banking
Enhancing Your VITA Program: Direct Deposit & Better Banking WELCOME The webinar will be starting soon Dial-in #: (515) 739-1032 Code: 698945# Please make sure to mute your phone with *6 this will prevent
More informationAmended Returns. TaxSlayer Navigation: 2017 Amended Return
Tab M Cautions: Amended Returns TaxSlayer Navigation: 2017 Amended Return (1) Protecting Americans from Tax Hikes (PATH) Act of 2015 prevents taxpayers using newly issued ID numbers to retroactively claim
More informationClass 2: Basic Tax Preparation Part A (federal)
Class 2: Basic Tax Preparation Part A (federal) Volunteer Income Tax Assistance: We love to do taxes for free. Normal? Probably not. Helpful? Absolutely! 2017-18 Curriculum 1. Introduction to VITA 2. Tax
More informationWhy Host a Taxathon NOW?
Virtual Training Series Andrea Kiepe Prepare + Prosper Brittany Sims Louisville Asset Building Coalition Why Host a Taxathon NOW? Kelly Wagoner The Piton Foundation Center on Budget & Policy Priorities
More informationWelcome to Tax Filing Information for International Students and Scholars
Welcome to Tax Filing Information for International Students and Scholars Presented by Office of International Student & Scholar Services Florida Institute of Technology DISCLAIMER ISSS staff are not licensed
More informationtoolkit Welcome to the 2013 Tax Credits Outreach Campaign! Get the Facts About Tax Credits Get the Facts About Free Tax Preparation Services
toolkit Welcome to the 2013 Tax Credits Outreach Campaign! This toolkit provides the resources advocates and community leaders need to make sure families find out about state and federal tax credits for
More informationWelcome to your. Health Savings Account (HSA)
Welcome to your Health Savings Account (HSA) Welcome Thank you for opening a Health Savings Account (HSA) administered by National Benefit Services (NBS). We are here to help you and your family understand
More informationNational Payment Card System. Development Strategy
APPROVED By Resolution of the NSPK JSC Supervisory Board dated 06 February, 2015 (Minutes No. 7 dated 09.02.2015) National Payment Card System Development Strategy I. General Provisions 1. The development
More informationSavings Bonds: Tax Time Innovations
Savings Bonds: Tax Time Innovations Stefanie Costello Office of Community Services Administration for Children and Families U.S. Department of Health and Human Services Agenda Savings Bonds Split Refunds
More informationFREQUENTLY ASKED QUESTIONS
General Questions: Questions 1. How should store sites be named? 2. How do I get help? 3. How to request consultant/vendor access? 4. How to request FBO Vendor access? 5. How do I delete a project? Responses
More informationFAQS. Farm Works Software Solutions: Submitting Data to Great American Insurance AGRICULTURE. Assigning a County and State to each field.
FAQS AGRICULTURE 28 May 2012 Farm Works Software Solutions: Submitting Data to Great American Insurance Users of Farm Works Software solutions can now submit their crop insurance records electronically
More informationEconomic Inclusion Programs and Services
Economic Inclusion Programs and Services NPHS Economic Inclusion programs work together to assist underserved consumers to access, obtain and build assets that create pathways for achieving family self-sufficiency
More informationThe Earned Income Tax Credit
The Earned Income Tax Credit Claim the Tax Refunds You Deserve What is the Earned Income Tax Credit (EITC)? The EITC is a refundable tax-credit for working individuals who have earned income. If you are
More informationFrequently Asked Questions (FAQ s)
Frequently Asked Questions (FAQ s) Table of Contents SCHOOLCARE S wellness partner Viverae hosts the SCHOOLCARE Good For You! program through connect.viverae.com. Please find a list of the most commonly
More informationHow to Enter Foreclosure Mitigation Data in Counselor Max using the Guidance and Planning System (GPS) and the Work Plan Generator
How to Enter Foreclosure Mitigation Data in Counselor Max using the Guidance and Planning System (GPS) and the Work Plan Generator Table Of Contents Creating a New Foreclosure Mitigation Client (FMC)...
More informationConsumer Financial Protection Bureau
Consumer Financial Protection Bureau Community and Technical College Leadership Fly-In Conference June 20, 2017 Janneke Ratcliffe Office of Financial Education Mike Pierce Office of Students Disclaimer
More informationNEW PREPARER TRAINING 2019 FILING SEASON FOR TY /3/2019 1
NEW PREPARER TRAINING 2019 FILING SEASON FOR TY 2018 1/3/2019 1 Welcome and Introductions Thank you for volunteering Mechanics Restrooms, breaks NO CELL PHONES PLEASE Ask questions at any time Overview
More informationTracking Alternative Investments Is Simple With The New Alternative Investment Platform. Here s How To Do It.
Tracking Alternative Investments Is Simple With The New Alternative Investment Platform. Here s How To Do It. A growing number of advisors are working with their clients to capture investment opportunities
More informationAn overview of the financial profile fact finder
An overview of the financial profile fact finder Functions addressed in this document: A step-by-step walk through of the financial profile fact finder. How data entry is presented to the client within
More information