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Volunteer Resources

Check out these great resources to use during tax season.

PROMOTE VITA

Help us spread the word about our VITA free tax prep program!

Volunteer and Client Outreach Resources

To help more taxpayers, we need your help to get the word out about our VITA program. Please use any of the following resources to help us recruit more volunteers and reach more clients. Thank you for your willingness to share VITA tax prep info with your clients, employees and neighbors.

We have a variety of marketing materials available to help you reach taxpayers. If you only need a small quantity (under 50 pieces), please print your materials in-house or pick them up from our office. If you need a larger amount, we can deliver or drop ship you the payroll stuffers.

We hope you can use the graphic blocks in social media or email blasts to reach people digitally.

Click on the link to print/download these client resources: 

Click the button below to request the following materials.

  • VITA Volunteer Flyer
  • VITA Volunteer Poster
  • Client – Simply Flyer
  • Client – Detailed Flyer
  • Client – Poster (11×17)
  • Client – Injured Spouse Flyer
  • Client – What to Bring
  • Client – On Demand Driver Worksheet
  • Client – On Demand Driver What to Bring Flyer
  • Client – On Demand Driver Tax Tips Flyer
  • Client – Payroll Stuffer
  • Client – Smart Choices Flyer

Request Materials

Newsletter and Social Media Copy

Share our volunteer recruitment messaging in your newsletter or on social media. Please tag United Way of Greater Nashville and the Financial Empowerment Center in your posts.

Handles

  • Facebook: @uwnashville
  • Facebook @fecnashville
  • Twitter: @uwnashville
  • Twitter: @fec_nashville
  • Instagram: @uwnashville
  • Instagram: @fecnashville
  • LinkedIn: @united-way-greater-nashville

Graphics

Sample messaging for clients …

  • Last tax season, the VITA free tax prep program completed 8,200+ returns, helped taxpayers save more than $2.7 million in fees and brought more than $11.7 million in federal refunds back to the community. Visit us online to find a VITA site near you. UnitedWayFileFree.com  | #UWFreeTaxPrep

  • Why pay when you can have your taxes prepared for FREE at a VITA free tax prep program site? No hidden fees. Ever. Visit us online to find a VITA site near you. UnitedWayFileFree.com  | #UWFreeTaxPrep

  • Don’t wait for Tax Day! Get FREE tax prep from a VITA VITA free tax prep site today. Put money back into your pocket! No hidden fees. Ever. Visit us online to find site near you. UnitedWayFileFree.com  | #UWFreeTaxPrep

  • Tax season is almost over. Why should you pay to file your taxes when you can get FREE tax prep at a VITA site? There are no hidden fees. Ever. Visit us online to connect with VITA. UnitedWayFileFree.com  | #UWFreeTaxPrep

  • Have you gotten your taxes prepared yet? If your household earned $70,000 or less, you can get your taxes prepared for FREE. No hidden fees. Ever. Visit us online to find a VITA free tax prep site near you. UnitedWayFileFree.com  | #UWFreeTaxPrep

  • FREE tax prep is just a click away! Why pay to file your taxes when you can get FREE tax prep from a VITA free tax prep site? Visit us online to find a site near you. UnitedWayFileFree.com  | #UWFreeTaxPrep

Sample messaging for volunteer recruitment …

  • Tax season is just around the corner. Start the new year by becoming a VITA Free Tax Prep Program Volunteer! No experience necessary. Training is provided. Sign up today. VolunteerForVITA.org #UWFreeTaxPrep

  • Want to give back to your community? Become a VITA Free Tax Prep Program volunteer and help those keep more of what they earn! Sign up today. No experiences necessary. VolunteerForVITA.org #UWFreeTaxPrep

  • Tax season is just around the corner and United Way needs your help! Become a VITA Volunteer and help those across Middle Tennessee. Learn more about the VITA Free Tax Prep Program and how you can get involved today. VolunteerForVITA.org #UWFreeTaxPrep

RESOURCES

Volunteer Resources

 

IRS Publications

Other Reference Materials

Training Resources

TaxSlayer Guides

  • Using the Customer Portal
  • Scanned Document Program
  • Working with Amended Returns
  • Completing a Form 1040NR

Helpful websites

Tax Payer Resources

Intake/Interview and Quality Review Sheet (IRS Form 13614-C)

Virtual VITA/TCE Taxpayer Consents (IRS Form 14446) for Temporary Contingency Plan or Drop Off Site

Worksheets

  • Schedule C Worksheet for self-employed
  • Performers’ Expense Worksheet
  • Tax Worksheet for On Demand Drivers
  • Itemized Deductions Worksheet for Schedule A
  • Education Benefits Worksheet for Taxpayer

Consent Form

Where to file addresses

Application for Automatic Extension of Time (IRS Form 4868)

Resources for Taxpayers

Site Coordinator Resources

References

Required signage

Pre-season

Loaned IRS equipment

Preparing for a site visit

Volunteer Milestone Recognition

IRS Over-the-Phone Interpreter (OPI) Service

  • Over-the-Phone Interpreter (OPI) Services sign with QR Code (IRS Form 15373)

Where to file addresses