A checklist of the four things that Urban Strategies needs from each site at the end of the tax season.
Data Forms:
IRS Intake Form (English) Spanish Version
The form used at VITA Sites to collect information from the clients.
Confidentiality Waiver & Survey (English) Spanish Version
The form used at VITA Sites to collect information from the clients. The survey questions and codes are included.
The form used at VITA Sites to keep track of those clients that do not wish to have their information backed up for data analysis.
The form used at VITA Sites to collect overall site data. Some of this data can be collected from TaxWise reports.
Setup Instructions:
Instructions on the data collection procedures at VITA Sites that cover every step of the process.
Inserting Survey Questions into Taxwise
Instructions for inserting history lists into the Preparer's Use Fields of TaxWise.
E-mailing Files: Winzip & Password Protection Steps
Instructions for emailing your Taxwise data backups to Urban Strategies Council.
Presentation from Meeting - Jan. 9, 2008
The handout of slides from our presentation at the Port Authority VITA Site Coordinators meeting January 9, 2008.
Other Documents:
2008 Map of Earn It! Keep It! Save It! Sites
A one page, front and back flyer including a map of Earn It! Keep It! Save It! sites in Alameda County and their contact information.
For questions or comments please contact:
Steve Spiker
Urban Strategies Council
672 Thirteenth Street
Oakland, CA 94612
510-463-2951
eitc@urbanstrategies.org
Urban Strategies Council | 672 13th Street | Oakland, CA 94612.1240
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