Oregon VITA & Taxaide

Resources for Oregon Volunteer Tax Preparers

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How-To's

How-To's Common to Federal and State

Benefits by Age
Who Must File
Compilation of Paper Returns
Filing an Extension
MFS CASH Resource Guide
Chromebook Keyboard Shortcuts
TaxSlayer Carryforward Items

Interviewing and Quality Review **NEW!

Soft Skills Tip Sheet
Intake Interview Tip Sheet:
Form 13614-C Tip Sheet:
Quality Review & Wrap-Up Tip Sheet
Peer-to-Peer QR Checklist

Look-Ups

EIN Search Tool
Database of Accredited Institutions
Historical Stock Prices
- Market Watch
- Yahoo Finance
Tax Exempt Organization Search
Thrift Store Values
- Goodwill
- Salvation Army
Oregon Volunteer Tax Sites
- AARP Tax-Aide — Map – List
- Josephine County — Locations on Website
- MFS-CASH Oregon — Map – List
- Oregon Dept of Revenue (During Tax Season)

Federal How-To's

Education
- Restricted and Unrestricted Scholarships & Grants
- Tax Exclusions for Veterans
- AOC – Flow Chart with Definitions for students under 24 to determine if eligible for the refundable portion
- US Treasury Fact Sheet: Pell Grants & AOC –This document was the first to recommend allocating unrestricted scholarships to living expenses to maximize credits.
ITINS
- ITIN Procedures List
- ITIN Renewal Letter Sent to Taxpayers – example
- W-7
- Pub 1915 – Understanding your ITIN — English || Spanish
Other

State & Local How-To's

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