Site Coordinators

If you are a site coordinator at an Earn It! Keep It! Save It! tax assistance site, see below for information you may need, helpful resources or required coalition documents. We can also provide you with materials you need to run your site like our:

• EKS survey and waiver
• TaxWise updates
• Important information about upcoming events
• And lots of other news and resources

Check this page frequently to stay up to date on all your EKS site coordinator news!

IRS VITA Grant Templates and Reports

» Allowable VITA Grant Expenses (opens in a new window)

» Personnel Activity Report (opens in a new window)

» Program Outcomes Report (opens in a new window)

» Site Narrative Report (opens in a new window)

» Submission One Checklist (opens in a new window)

» Submission Two Checklist (opens in a new window)

» Submission Three Checklist (opens in a new window)

» Tax Wise Online Report Instructions (opens in a new window)

» VITA Grant Budget Expense Reports (opens in a new window)


For More Information

If you or your organization is interested in becoming a new VITA site in the Bay Area or need more information about the responsibilities of a VITA site, please download our mini-tool kit from the links below.

Our Mini-toolkit (pdf opens in a new window)

Volunteer Application Forms

Volunteer Application Form
(211k .pdf)
Send your completed application form to the appropriate county volunteer coordinator (below).