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: 

• Simple Flyer (use as small poster or hand out)
• Detailed Flyer: English, Burmese, Somali, Nepali, Spanish, Swahili, Arabic
• Poster (11×17)
• Social media/email client graphics: graphic 1, graphic 2, graphic 3
• Payroll Stuffer (high-volume piece)

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

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

• VITA social client graphic 1
• VITA social client graphic 2
• VITA social client graphic 3

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

IRS Publications

• Volunteer Resource Guide (IRS Pub 4012)
• VITA Training Guide (IRS Pub 4491)
• VITA Training Supplement (IRS Pub 4491-X)
• Your Federal Income Tax for Individuals (IRS Pub 17)
• Tax Preparer Guide to Identity Theft (IRS Pub 5199)
• Fact Sheet on Continuing Education Credits (IRS Pub 5362)
• IRS Over-the-Phone Interpreter (OPI) Service (IRS Pub 5547)

Other Reference Materials

• TY2022 Tax Return Quick Reference
• Frequently Used Bank Routing Numbers
• Tennessee Local Sales Tax Rate Chart and Local Tax Rates Lookup Tool
• Credit Comparison Chart for TY19 thru TY22
• EIP Cheat Sheet
• QR checklist 
• Intake checklist
• Married Filing Jointly vs Married Filing Separately

Training Resources

• New VITA Volunteer Checklist
• VITA Password Tracker
• Link and Learn Guide
• Practice Lab Guide
• VITA Volunteer Training Resources
• Decision Tree for Allocating Pell Grants and Kiddie Tax
• Scholarships Exceed Qualified Education Expenses Worksheet
• Qualified Education Expenses Exceed Scholarships Worksheet
• Education Credit examples

TaxSlayer Guides

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

Helpful websites

• GetYourRefund.org Hub Volunteer Sign In
• Volgistics Volunteer Information Center
• AARP Tax Aide Tools (has calculators for Annuity, Dependent Qualification, Education, etc.)
• Energystar.gov for energy tax credits
• Healthcare.gov
• Property Tax Search
  • • Davidson County
    • Dickson County
    • Hickman County
    • Lincoln County
    • Marshall County
    • Maury County
    • Montgomery County
    • Robertson County
    • Rutherford County
    • Williamson County
    • Wilson County
• ABA Routing Number Lookup
• First-Time Homebuyer Credit Account Lookup
• TN Unemployment
• How to Register to Vote

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

• English
• Spanish
• Arabic
• Chinese – Simplified
• Chinese – Traditional
• Korean
• Polish
• Portuguese
• Tagalog
• Vietnamese
• Nonresident Alien

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

• English
• Spanish
• Arabic
• Chinese – Simplified
• Chinese – Traditional
• Korean
• Polish
• Portuguese
• Tagalog
• Vietnamese

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

• How do I apply for a replacement Social Security card? (includes office locations)
• Tax Help Resources for Taxpayers (Information on Taxpayer Assistance Centers, Low Income Taxpayer Clinics, and Taxpayer Advocate Service)
• TN Taxpayer Project (LITC) flyer
• Identity Theft Information for Taxpayers
  • IRS Pub 5027 (English)
  • IRS Pub 5027 (Spanish)
• Identity Theft Affidavit (IRS Form 14039)
• Balance Due Info Sheet 
• Maximize Your Tax Refund flyer
• IRS Services Guide for Individual Taxpayers (IRS Pub 5136)

References

• IRS Tax Alerts 
• Site Coordinator Corner
• Site Coordinator Refresher Training (IRS Pub 5088)
• Handbook for Partners and Site Coordinators (IRS Pub 5683)
• Volunteer Standards of Conduct (IRS Form 13615)
• Volunteer Assistance Summary Report (IRS Form 13206) – due February 3 and supplemental reports due by the 3rd of each month
• Privacy, Confidentiality, and Civil Rights – A Public Trust (IRS Pub 4299)
• VITA/TCE Volunteer Quality Site Requirements (IRS Pub 5166)

Required signage

• VolTax Poster (IRS Pub 4836)
• Your Civil Rights are Protected Poster (IRS Pub 4053)
  • English/Spanish
  • Chinese
  • Korean
  • Vietnamese
  • Russian

Pre-season

• Site Information Sheets (IRS Form 13715)

Loaned IRS equipment

• Computer Loan Program (IRS Pub 4473)
• VITA/TCE Computer Loan Program (IRS Pub 4390)

Preparing for a site visit

• QSS Site Review Sheet (IRS Form 6729)
• Site Review Sheet (IRS Form 6729-D)

Volunteer Milestone Recognition

• SPEC Site Milestone Recognition (IRS Form 14308) – submit to partner@irs.gov by Feb. 25
• SPEC Volunteer Milestone Recognition (IRS Form 14309) – submit to partner@irs.gov by Feb. 25

IRS Over-the-Phone Interpreter (OPI) Service

• Job Aid: How to Use OPI Service (IRS Pub 5547)

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

Where to file addresses