Impact Alabama - A Student Service Initiative

Objective

SaveFirst trains college, graduate, and law students to provide free tax preparation services and opportunities for savings and economic improvement to low-income, working families—especially targeting those eligible for an Earned Income Tax Credit refund.

SaveFirst Tax Training Program

SaveFirst Basic Slides

SaveFirst Intermediate Slides

SaveFirst Advanced Slides

Handouts for Tax Sites

Tax Preparation Process handout

Quality Review Sheet

Alabama 40 Instructions (how to enter in TaxWise)

Child & Dependent Care Credit interview questions

Intake & Interview Sheet

Consent to Use and Disclose Form

IRS Certification Information
In order to volunteer, you will need to pass the IRS certification test with a score of 80%. Please complete the test below, using TaxWise where necessary, and email your answer sheet to Sarah Louise at SLSmith@impactalabama.org.

IRS Basic Certification Test

IRS Basic Certification Answer Key (blank)

IRS Intermediate Certification Test

IRS Intermediate Certification Answer Key (blank)

IRS Advanced Certification Test

IRS Advanced Certification Answer Key (blank)

Additional Training Resources

TaxWise Online Software
TaxWise is a great resource for you to prepare returns correctly. When you log in to the website, your username is your last name + first initial in CAPS (e.g., Randall Smith would be SMITHR).

TaxWise Online Training Site (requires Internet Explorer)

Resources

IRS Publication 4491 (Student Training Guide)

IRS Publication 4012 (Spiral Resource Guide)

IRS Publication 17 (Your Federal Income Tax)

IRS 1040 Instructions

Alabama 40 Instructions

Defined Benefit Pension Plans (not subject to Alabama tax)
**Note: This is not an exhaustive list. If the retirement plan in question is not listed here, call the Alabama Department of Revenue or the plan administrator (e.g., Fidelity or Morgan Keegan) to determine if the plan is a defined benefits plan.

Internal Revenue Service

Alabama Department of Revenue

Site Coordinator Information

VITA Site Coordinator Handbook

Volunteer E-file Administrator Guide

Civil Rights Poster (English)

Civil Rights Poster (Spanish)