Coordinator Resources

Post the following IRS forms and publications in a visible place at your VITA site:

• IRS Pub 4481 - Your Civil Rights Are Protected

Maintain signed versions the Volunteer Agreement for ALL volunteers at your site (in a secure, private area):

• IRS Form 13615 - Volunteer Agreement

Post these certification limitations in locations visible to volunteers to ensure volunteers are preparing returns within their certification level(s):

• IRS Certification Limitations

Maintain the following at each volunteer workstation:

• IRS Pub 4012 - Volunteer Resource Guide
• IRS Pub 17 - Your Federal Income Tax For Individuals

• http://www.irs.gov/individuals/article/0,,id=120856,00.html

Think you are ready to open? Review the Site Review Sheet first:

• IRS Form 6729 - Site Review Sheet
• IRS Form 6729C - Accuracy Return Review Sheet

Training Information

• IRS Form 4491 - Student Training Guide
• IRS Form 4491-X - 2009 Supplement
• IRS Form 6744 - Assistor's Test
• IRS Pub 4491W - Problems and Exercises Workbook
• IRS Pub 4012 - Volunteer Resource Guide
• IRS Pub 17 - Your Federal Income Tax For Individuals
• VITA Instructor Guide

Other IRS information:

• 2009 IRS Equipment Needs
• Disability Etiquette
• Talking about Disabilities
• IRS Form 2333V - Volunteer Program Order Form
• IRS Form 4299 - Privacy and Confidentiality: A Public Trust
• TaxWise Customer Support
• 2010 Client Intake Form

Handouts for Clients:

• Listing of All VITA Sites
• VITA Outreach Materials
• My Money Plan Flyer
• Can’t Pay Bill?
• Federal Tax Problems?
• Savings Bonds Information Sheet