FSA

About FSA Thinking about providing Faciliated Self Assistance (FSA) at your tax site? Look through our presentation about TaxSlayer FSA and speak to your EKS representative to determine if this would work for your tax site!   EKS Resources for Sites Offering TaxSlayer FSA TaxSlayer FSA – Workshop Flyer – EKS flyer for sites offering Read more about FSA[…]

December 13, 2018: EKS Train-the-Trainer Livestream Info, Agenda, and Attachments

EKS Train-the-Trainer will be streamed live! For those who are not available to attend our EKS Train-the-Trainer in-person, we will be streaming the event live and recording the non-IRS portions of the conference. (Note that we cannot record IRS SPEC portions of the presentation because the IRS does not permit recordings of themselves.) Join from Read more about December 13, 2018: EKS Train-the-Trainer Livestream Info, Agenda, and Attachments[…]

Training – Marin County

Once signed up for a site, here are your training options for learning the tax law and software: Online self-study and certification Study the tax law and practice in your own free time! Visit our Volunteer Training webpage for more information.   FOR NEW VOLUNTEERS: In-person training In-person classes are available for those who have Read more about Training – Marin County[…]

Training – Alameda County

Once signed up for a site, here are your training options for learning the tax law and software: Online self-study and certification Study the tax law and practice in your own free time! Visit our Volunteer Training webpage for more information.   FOR NEW VOLUNTEERS: In-person training In-person classes are available for those who have Read more about Training – Alameda County[…]

Training – Napa County

Once signed up for a site, here are your training options for learning the tax law and software: Online self-study and certification Study the tax law and practice in your own free time! Visit our Volunteer Training webpage for more information.   FOR NEW VOLUNTEERS: In-person training In-person classes are available for those who have Read more about Training – Napa County[…]

Training – Contra Costa County

Once signed up for a site, here are your training options for learning the tax law and software: Online self-study and certification Study the tax law and practice in your own free time! Visit our Volunteer Training webpage for more information.   FOR NEW VOLUNTEERS: In-person training In-person classes are available for those who have Read more about Training – Contra Costa County[…]

Training – Solano County

Once signed up for a site, here are your training options for learning the tax law and software: Online self-study and certification Study the tax law and practice in your own free time! Visit our Volunteer Training webpage for more information.   FOR NEW VOLUNTEERS: In-person training In-person classes are available for those who have Read more about Training – Solano County[…]

Training – San Mateo County

Once signed up for a site, here are your training options for learning the tax law and software: Online self-study and certification Study the tax law and practice in your own free time! Visit our Volunteer Training webpage for more information.   FOR NEW VOLUNTEERS: In-person training (CHOOSE ONE) In-person classes are available for those Read more about Training – San Mateo County[…]

Training Online – Module 12

Module 12: What’s New for Returning Volunteers? This module is specifically for returning volunteers! After completing this module, you’ll know more about the changes over last year! Topics Covered: New forms and procedures New tax law for 2018 Form 1040 Video 12 – What’s New for Returning Volunteers? (37 minutes) – 12’s Slide Deck

Training Online – Module 11

Module 11: Talking to Taxpayers After completing this module of training videos, you should have a better grasp of how to work with taxpayers at the tax site. Topics Covered: Gain new interview skills Explaining the return to the client Dealing with conflict Cultural sensitivity Video 11A – Interview Skills (6 minutes) – 11A Slide Read more about Training Online – Module 11[…]

Training Online – Module 10

Module 10: Finishing the Return After completing this module of training videos, you should have a better grasp on how to finish up the tax prep process with a client. The process varies from site to site — you’ll learn about your site’s specific process on your first day of volunteering! Topics Covered: Direct Deposit, Read more about Training Online – Module 10[…]

Training Online – Module 9

Module 9: Affordable Care Act (ACA) After completing this module of training videos, you should know a little bit more about the ACA. Topics Covered: Overview of the Affordable Care Act Minimum Essential Coverage Individual Shared Responsibility Payments (ISRPs) Premium Tax Credits Healthcare.gov Video 9 – Affordable Care Act – ACA (25.5 minutes) – 9’s Read more about Training Online – Module 9[…]

Training Online – Module 8

Module 8: Tax Benefits for Education After completing this module of training videos, you should be able to login to VITA/TCE Central to continue with the Advanced exam. Topics Covered: American Opportunity Credit Lifetime Learning Credit Treatment of Scholarships and Grants Video 8A – Tax Benefits for Education Overview (14 minutes) – 8A Slide Deck Read more about Training Online – Module 8[…]

Training Online – Module 7

Module 7: Refundable Credits After completing this module of training videos, you should be able to login to VITA/TCE Central to continue with the Advanced exam. Topics Covered: Earned Income Tax Credit Video 7 – Adjustments to Income (11 minutes) – 7’s Slide Deck

Training Online – Module 6

Module 6: Nonrefundable Credits After completing this module of training videos, you should be able to login to VITA/TCE Central to continue with the Advanced exam. Topics Covered: Child and Dependent Care Credit Credit for the Elderly and Disabled Retirement Saver’s Credit Credit for Other Dependents Child Tax Credit Video 6A – Credit for Child Read more about Training Online – Module 6[…]

Training Online – Module 5

Module 5: Deductions After completing this module of training videos, you should be able to login to VITA/TCE Central to continue with the Advanced exam. Topics Covered: Standard Deduction Itemized Deduction Calculating Deductions Applying Deductions to the tax return Video 5 – Adjustments to Income (15 minutes) – 5’s Slide Deck

Training Online – Module 4

Module 4: Adjustments to Income After completing this module of training videos, you should be able to login to VITA/TCE Central to continue with the Advanced exam. Topics Covered: Adjustments to Income Penalty on early withdrawal of savings adjustment Educator expenses adjustment Student loan interest deduction Tuition and fees deduction Alimony paid Video 4 – Read more about Training Online – Module 4[…]

Training Online – Module 3

Module 3: Income After completing this module of training videos, you should be able to login to VITA/TCE Central to answer some of the income-related questions on the Advanced exam. Topics Covered: Income: Wages, Interest, Dividends Taxable Refunds Alimony Business Income IRA Distributions Pensions/Annuities Unemployment Compensation Social Security and RRB Tier 1 Other Income (Line Read more about Training Online – Module 3[…]

Training Online – Module 2

Module 2: Filing Status & Dependency After completing this module of training videos, you should be able to login to VITA/TCE Central to answer some of the filing status questions on the Advanced exam. Topics Covered: Filing status Dependents Video 2A – Filing Status (12 minutes) – 2A Slide Deck Video 2B – Dependency (6.5 Read more about Training Online – Module 2[…]

Training Online – Module 1

Module 1: Intake, Interview & QR After completing this module of training videos, you should be able to login to VITA/TCE Central to complete the Volunteer Standards of Conduct exam, as well as the Intake/Interview & Quality Review exam. Topics Covered: Quality Site Requirements Volunteer Standards of Conduct Client Intake Process Identification documents SSNs and Read more about Training Online – Module 1[…]

Training Online

Go through the online training modules below while working to complete your certification exams in VITA/TCE Central! NOTE: These training modules are optional and designed to give you detailed information by tax law topic. We highly recommend that new volunteers still take advantage of in-person training (if it works in your schedule) and encourage you Read more about Training Online[…]

November 2018: Attachments from IRS TaxSlayer Webinars #1 through #5

To access recordings for the IRS webinars, please refer to “How to Access the IRS Webinar Recordings” post.   Here’s what you missed at the webinars:   IRS Webinar #1: Tax Reform Basics (10/18 from 11am-1pm) Download: Slide Deck   IRS Webinar #2: Site Administration (11/8 from 11am-1pm) Download Attachments: Site Admin Guide Webinar 2 Read more about November 2018: Attachments from IRS TaxSlayer Webinars #1 through #5[…]

November 2018: How to Access the IRS TaxSlayer Webinar Recordings

To access the recorded version of the TaxSlayer webinars: GO TO THE TAXLAYER HOMEPAGE— https://vita.taxslayerpro.com CLICK ON THE “PRACTICE LAB” BUTTON in the top, left-hand corner: ACCESS THE SYSTEM: You’ll see the login to “Access Link and Learn Taxes.” Enter the default password: TRAINPROWEB (all caps, no spaces) and click the green “Login” button. SIGN-IN: Read more about November 2018: How to Access the IRS TaxSlayer Webinar Recordings[…]

Training – New Volunteer

Are you completely new to the program or tax preparation in general? Good! You’re in the right place. Did you know that the majority of our new volunteers do not come from tax backgrounds? We’ve got this. Become a tax volunteer with Earn It! Keep It! Save It! in 3 easy steps: STEP ONE: Sign Read more about Training – New Volunteer[…]

New Volunteer

Volunteer Interest We are not currently accepting any new volunteers, but will be for the next tax season! Sign up to get info when it becomes available: Loading… Program Details Click on a section header below to read more about the program! Program Overview Are you interested in any of the following? A career in Read more about New Volunteer[…]

Training

The most common concern that we hear from volunteers is that helping other people with their taxes is daunting and that they don’t have the skills to assist others with tax filing. We say, no way! With training and the willingness to learn, we’ll make sure you are supported before the tax season gets started Read more about Training[…]

Santa Clara County RFP

General information Earn It! Keep It! Save It! (EKS) is expanding services in Santa Clara County. We have fundraised for this purpose and will be providing funding to help expand services for the 2019 tax season. Grants will range from $1,000 to $5,000 and can support staffing, volunteer efforts, technology and program supplies, and a Read more about Santa Clara County RFP[…]

Marin RFP

General information Earn It! Keep It! Save It! (EKS) is expanding services in Marin County, and we are providing seed funding to open new sites and expand services for the 2019 tax season. Grants will range from $1,000 to $10,000 and can support staffing, volunteer efforts, technology and program supplies, and a host of other Read more about Marin RFP[…]

July 19, 2018: Prosperity Now Webinar– New 1040 DRAFT

Reporting source: Taxpayer Opportunity Network (Prosperity Now) In case you missed it, here are our notes from Taxpayer Opportunity Network’s webinar about the new 1040 draft! If you are not yet part of the Taxpayer Opportunity Network, we encourage you join their email list here.   Attachments: 2018 IRS Form 1040 DRAFT: Proposed new 1040 Read more about July 19, 2018: Prosperity Now Webinar– New 1040 DRAFT[…]

May 24, 2018: JOB OPENING For Financial Education Program Coordinator at BSP

Reporting source: Ariana Hoyt @ Building Skills Partnership Building Skills Partnership (BSP) is a non-profit whose mission it is to improve the quality of life for low-wage property service workers and their families by increasing their skills, access to education and opportunities for career and community advancement. Thousands of low-wage workers dream of a better Read more about May 24, 2018: JOB OPENING For Financial Education Program Coordinator at BSP[…]

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