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Resource Directory

Tax time savings

The resources listed below fall under the issue areas of Tax time savings. To view more publications, click here to return to the full list of issue areas in the Resource Directory.
Exploring Facilitated Self Assistance and Virtual VITA (Recording) CFED
CFED hosted a webinar exploring both Facilitated Self Assistance (FSA) and Virtual VITA with leading experts.
 
Exploring Facilitated Self Assistance and Virtual VITA (Slides) CFED
CFED hosted a webinar exploring both Facilitated Self Assistance (FSA) and Virtual VITA with leading experts.
 
VITA One-Pager CFED
Connect with VITA to put millions of dollars back in working families' pockets.
 
TaxSlayer Practice Lab for VITA (Recording) CFED
Recording from the "Introduction to the TaxSlayer Practice Lab for VITA" webinar.
 
Strengthening VITA to Boost Financial Security at Tax Time & Beyond CFED
At the beginning of every year, the vast majority of American households turn their attention to the ritual of filing their federal and state income tax returns. Some see it as a civic duty, others as a burdensome chore. But for tens of…
 
Federal Policy Brief: Strengthening VITA to Boost Financial Security at Tax Time & Beyond CFED
Low- and moderate-income Americans depend on their tax refund. A large body of research and the experience of countless tax preparers has shown that tax time is one of the most critical moments in the financial lives of low- and…
 
Leveraging the Tax Moment to Build Financial Capability (Recording) CFED
Please join the Taxpayer Opportunity Network, JPMorgan Chase and the EITC Funders Network for an engaging discussion on lessons learned and opportunities for discovery about leveraging the tax moment to build financial capability for low- to…
 
Leveraging the Tax Moment to Build Financial Capability (Slides) CFED
Please join the Taxpayer Opportunity Network, JPMorgan Chase and the EITC Funders Network for an engaging discussion on lessons learned and opportunities for discovery about leveraging the tax moment to build financial capability for low- to…
 
Quality Assurance Working Group: Formula 5 Recommendations for the Field CFED
The Quality Assurance Working Group (QAWG), a group of dedicated, experienced VITA practitioners from a wide range of VITA programs nationwide, developed the following recommendations to improve the quality of tax return preparation.
 
Building Partnerships for VITA TAX HELP New Mexico
TAX HELP New Mexico presentation on building partnerships for VITA. Offers advice on how to become a partner and benefits of being a partner.
 
How to Obtain an FSA Account TON
Taxpayer Opportunity Network guide for registering to use FreeFile and MyFreeTaxes with VITA programs to incorporate FSA filing options into VITA programs. Includes info on Remote FSA and Coached FSA.
 
MyFreeTaxesFlyer-General NCTC
Flyer advertising MyFreeTaxes with info on who qualifies and which documents/info are needed in order to use MyFreeTaxes, as well as a guide to using the service.
 
PostResourcesHelp NCTC
Flyer from MyFreeTaxes and NCTC giving info on what to do after filing, including how to check refund status
 
Preparing to Use the Cost Per Return Online Tool NCTC
NCTC worksheet to help assemble info needed in order to use the Cost Per Return Online Tool, which measures expenditures incurred for provision of return preparation services on an annual basis.
 
Program Cost Worksheet
Excel spreadsheet allowing users to calculate total program costs as well as their cost per return vs. field benchmark cost per return.
 
Tax Time Savings Bonds Flyer Tax Time Savings Bonds
A promotional flyer offering 6 reasons to start saving with bonds.
 
Working with your Local Cooperative Extension Service University of Missouri Extension and UNH Extension
Presentation from U of MO Extension and UNH Extension. Offers intro to cooperative extension, benefits of working with cooperative extension, models of how Extension works with free tax service providers, and how to approach Extension in your state.
 
CFPB Tax Time Social Media CFPB
A resized (optimized for social media) version of the Tax Time Poster 2.
 
CFPB Tax Time Table Tent CFPB
A larger CFPB flyer with notes on direct deposit, savings bonds, and an introduction to the CFPB.
 
CFPB Tax Time Worksheet CFPB
A worksheet taxpayers can use to lay out what they would like to save for, what percentage of their tax refund they'd like to save, and which savings options (direct deposit vs savings bonds) they'd like to enroll in. Also has a calculator…
 

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