Accounting Aid Society 2010 Tax Assistance Program Administrative Manual for the Volunteer
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Accounting Aid Society
2010 Tax Assistance Program
Administrative Manual for the Volunteer
Accounting Aid Society 2010 Tax Assistance Program
Administrative Manual for the Volunteer
- - - - - - - - - - - - - - - - - - Table of Contents - - - - - - - - - - - - - - - - - - -
Important Responsibilities of the Volunteer . . . . . . . . . . . . . . . . 2 The Tax Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Site Procedure Flow Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Roles and Responsibilities of Volunteers: Screeners . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Preparers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Site Coordinators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 IT Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Administrative Assistants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Administrative Forms: Volunteer Sign-in Sheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Intake/Interview & Quality Review Sheet . . . . . . . . . . . . . . . . 9 – 15 Final Checklist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Ethnicity and Race, Origin or Descent Sheet . . . . . . . . . . . . . . 17 List of Income – Taxable, Non-Taxable and Household Income . . 18 List of Tax Sites for 2010 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Homebound and Summer Program Information . . . . . . . . . . . . . 20 Useful Telephone Numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Page 1
Important Responsibilities of the Tax Assistance Program Volunteer The volunteer should reflect the image and integrity of a professional who promotes the
giving spirit of volunteerism.
The volunteer must attend training and be certified before reporting to the tax site.
Our training is designed to provide you with the skills to prepare taxes for the clients of Accounting Aid Society. There is no cost for our training; therefore we ask that as a condition of completing training you volunteer for a minimum of 20 hours (4-5 sessions) to maximize the training investment.
The volunteer is only expected to complete the tax forms and credit claims covered at the training sessions. Do not offer to complete any forms at your home or office, or keep client records under any circumstances.
The volunteer cannot accept payment or donation from the public for services performed as a volunteer, nor can they solicit business from taxpayers they assist. The volunteer will not disclose any personal tax information that they learn in their capacity as a volunteer. Do not openly discuss taxpayers by name in the presence of other volunteers or taxpayers.
The volunteer is expected to set realistic commitments and honor them. Try to commit to days when you can start on time and stay until closing. If you will not be there on a day you committed to, please update your tax assignments accordingly by logging in to your VolunteerHub account at www.accountingaidsociety.org and clicking on “Volunteer Now!.” If you need to change or cancel your site assignment 48 hours or less before you are scheduled, please e-mail Angela Gabridge at [email protected].
In the event of a heavy snowfall or other bad weather condition, please call Accounting Aid at (313) 556-1920 and press the selection for Volunteer Information. We will provide updates on the operation of the tax sites.
The volunteer is expected to take as much care in completing the statistical information as in preparing the tax return – our funding depends upon it.
The volunteer is expected to adhere to Title VI by not denying service to anyone based on race, color, sex, age, national origin or disability.
The Tax Site The operation of the tax site is made possible by the collaborative efforts of all the volunteers working that day. The site managers and staff work as a team of volunteers who represent the owners of the facility/tax site. As courteous hosts and hostesses, they provide the space and amenities for Accounting Aid Society staff and volunteers. The volunteer screeners, preparers, site coordinators, IT support and administrative assistants provide the direct service to the clients. See the following pages for the roles and responsibilities of these volunteers.
Page 2
Acc
ount
ing
Aid
Soc
iety
-- T
ax A
ssis
tanc
e Pr
ogra
mSi
te P
roce
dure
Flo
w C
hart
This
is a
n ov
ervi
ew o
f sta
ndar
d si
te p
roce
dure
s. S
ite M
anag
ers
and
Site
C
oord
inat
ors
may
hav
e cu
stom
ized
som
e pr
oced
ures
at t
he ta
x si
te to
ac
com
mod
ate
the
need
s of
the
faci
lity
and
com
mun
ity.
Ver
ify th
e flo
w o
f se
rvic
es w
ith th
e S
ite C
oord
inat
or a
nd/o
r Site
Man
ager
at e
ach
tax
site
.
Site
Man
ager
Scre
ener
Pr
epar
er
S
ite C
oord
inat
or
Clie
nt E
nter
s
-Gre
et C
lient
.-H
ave
Clie
nt S
ign
In.
Verif
y cl
ient
mee
ts
inco
me
guid
elin
e el
igib
ility
Elig
ible
?C
lient
Exi
tsN
O
Cal
l Acc
ount
ing
Aid
Soc
iety
to
repo
rt #
of
volu
ntee
rs a
nd#
of c
lient
s w
aitin
g.
YES
Inta
ke S
heet
and
do
cum
enta
tion
com
plet
e?
For A
ppt.
Onl
y si
tes,
clie
nt
resc
hedu
les.
NO
Com
plet
e th
eIn
take
/Inte
rvie
w &
Qua
lity
Rev
iew
She
et
--Giv
e cl
ient
a #
or i
ndic
ate
on
sign
-in s
heet
that
clie
nt w
as
scre
ened
.--D
irect
clie
nt to
wai
ting
area
.
YES
Ass
ign
clie
nt to
nex
t av
aila
ble
tax
prep
arer
.
G
o to
"A
"
Setu
p la
ptop
com
pute
rs a
nd p
rinte
rs
"A
"
Org
aniz
e w
ork
area
an
d se
tup
TaxW
ise
for t
ax re
turn
pr
epar
atio
n
Prep
are
Tax
Ret
urn
Rev
iew
Tax
Ret
urn
and
Com
plet
e Q
ualit
y R
evie
w S
heet
Is th
e re
turn
co
mpl
ete
and
corr
ect?
Mak
e co
rrec
tions
NO
YES
Pack
up
lapt
op c
ompu
ters
and
prin
ters
--For
all
retu
rns,
com
plet
e th
e st
eps
on th
e F
inal
C
heck
list.
--Fol
low
inst
ruct
ions
for a
ssem
bly
of re
turn
.--M
ake
sure
the
clie
nt h
as a
com
plet
e co
py o
f the
re
turn
and
pla
ce th
e co
py in
the
larg
e cl
ient
en
velo
pe.
--Tur
n in
adm
inis
trat
ive
form
s to
the
Site
C
oord
inat
or.
--Bac
k up
retu
rns
to
flash
driv
e at
end
of
day.
--Sen
d ad
min
istr
ativ
efo
rms
and
flash
driv
e to
Acc
ount
ing
Aid
So
ciet
y of
fice.
Page 3
Roles and Responsibilities of Volunteers – Screeners
The main responsibilities of the Screener are to screen the clients for eligibility for our services and to ensure that the clients have all the necessary information required to
prepare a complete and accurate tax return. The Screener is expected to have the tax knowledge to determine filing status, dependency, eligibility for tax credits, etc.
The Income Guidelines for the 2010 filing season are as follows:
-- Up to $25,000 for individuals (regardless of age) for the tax year -- Up to $50,000 for families (married couples or a person with at least one dependent)
1. Report to the tax site on time. Please bring a pen, calculator, and materials received at training, such as Pub.
17 (Your Federal Income Tax for Individuals), Pub. 4012 (the spiral 2009 Volunteer Resource Guide), tax form instruction booklets, this Administrative Manual, etc. All other supplies will be provided at the tax site.
2. Sign in and out on the pre-printed volunteer sign-in sheet.
3. If necessary, help with setup of laptop computers and printers.
4. Assist in making sure that clients sign in as they arrive on a 1st come-1st served basis, unless the site is appointment only. If appointment only, sign in clients based on appointment time.
5. Complete the Intake/Interview & Quality Review Sheet (example on Pages 9-15) for each client. At some sites the clients will complete Pages 1 and 2; the Screener should verify that all questions have been answered correctly. Please have the client sign and date the Intake/Interview & Quality Review Sheet – see Page 14 of this manual. Do not complete the Final Checklist on the back of the Intake/Interview sheet package; the Preparer will complete it once the return is finished.
Be aware that the client may not have been trained in tax law nor understand the meaning of terms such as dependent or head of household. For example, the client may list individuals in the Dependent Information section on Page 1 of the Intake/Interview sheet. However, the client may not understand the tax law and may not realize there are tests that must be met to claim someone as a Qualifying Child or Qualifying Relative. It is the responsibility of the Screener, and ultimately the Preparer, to ask the appropriate questions and consult Publications 17 and 4012 to determine that all tests are met. Make no assumptions. The interview process and completion of the Intake/Interview & Quality Review Sheet will help determine filing status, dependency exemptions, eligibility for credits, other tax law matters, and if the client has all the necessary information and documents necessary to prepare their return.
For tips on interviewing and completion of the Intake/Interview sheet, please reference “The Five-Step Interview Process” and the “Line-by-line Job Aid for Volunteers” beginning on Page 4 of Publication 4012, the spiral 2009 Volunteer Resource Guide. Remember, the Site Coordinator is available to assist you. Publications, instruction booklets and the AAS Site Manual are located in the Site Box at the tax site.
6. The client should review the Ethnicity and Race, Origin, or Descent sheet (see Page 17) and then tell you his/her Ethnicity and Race, Origin or Descent. The categories are also listed on the Intake/Interview sheet.
7. Inform the client that they can direct deposit any federal and/or state refunds. They need to have the bank name, bank routing number, and their account number with them in order to direct deposit their refund. Taxpayers can deposit their federal refund in up to three accounts or they may purchase savings bonds.
8. Most of the 2009 returns we prepare will be electronically filed. If you see a reason why the return cannot be e-filed, indicate “PAPER RETURN” at the top of Page 1 of the Intake/Interview sheet. One possible reason: If the clients’ filing status is Married Filing Jointly, both spouses need to be present in order to sign Form 8879 (IRS e-file Signature Authorization) and/or Form MI-8453 (Michigan Declaration for E-file.) If they are not both there, we cannot prepare an e-file return for them on that day. Note: Direct deposit of a refund is not required for an e-file return; the client can choose to have a refund check mailed to them and still file their tax return electronically.
9. Assist clients by answering questions, explaining the tax preparation process, and showing them to the waiting area.
10. Assign the client to the next available Preparer.
Page 4
Roles and Responsibilities of Volunteers – Preparers
1. Report to the tax site on time. Please bring a pen, calculator, and materials received at training, such as Pub. 17 (Your Federal Income Tax for Individuals), Pub. 4012 (the spiral 2009 Volunteer Resource Guide), tax form instruction booklets, this Administrative Manual, etc. All other supplies will be provided at the tax site.
2. Sign in and out on the pre-printed volunteer sign-in sheet.
3. Help with the setup of laptop computers and printers.
4. Make sure that the correct site User Name is listed in the top title bar of TaxWise before beginning any tax returns. See Accounting Aid Society’s Step by Step Instructions for TaxWise 2009. Important: A tax return should not be started on TaxWise until the full intake and interview process has been completed.
5. If there is no Screener at your tax site, complete the Intake/Interview & Quality Review Sheet (example on Pages 9-15) for each client. The intake sheet must be completed before you start a return on TaxWise. See Steps 5 through 8 of the Screener’s roles and responsibilities listed on Page 4 of this manual.
Please be sure to read Step 5 of the Screener’s roles and responsibilities. Even if there is a Screener at your site, it is ultimately the responsibility of the Preparer to make sure that the Intake/Interview sheet and the tax return are completed accurately. This includes using the correct filing status, taking all personal and dependency exemptions that the client is entitled to, ensuring qualifications for tax credits have been met, all taxable income and household income is reported on the correct forms and credit claims, appropriate deductions are taken, e-file and/or paper return procedures have been followed, and ensuring that all other filing requirements have been met.
6. After the client has been screened, prepare all of the necessary and required tax forms on TaxWise following Accounting Aid Society’s Step by Step Instructions for TaxWise. Do not feel embarrassed to review publications and instruction booklets. Clients appreciate accuracy in the preparation service and are patient with the process. Remember, the Site Coordinator is available to assist you and will be glad to answer any questions you may have. Publication, instruction booklets, and the AAS Site Manual are located in the Site Box at the tax site.
7. In addition to completing the necessary tax forms on TaxWise, be sure to complete the Preparer’s Use Fields on the Main Information Sheet of TaxWise with all the required statistical information.
8. Ensure that the client has reviewed the return for accuracy in names, social security numbers and mailing address.
9. As you are finishing the tax return, be sure to follow the steps in the Step by Step Instructions for TaxWise for the quality review procedures and assembly of the return. Complete the Final Checklist for all returns prepared, both paper and e-file returns. The checklist is shown on Page 16 and will be printed on the back of the Intake/Interview & Quality Review Sheet package at the tax site. For an e-file return, it is critical that the E-file Packet (listed at the bottom of the Final Checklist) be assembled completely and reviewed by a Site Coordinator or Assistant Site Coordinator before the client leaves the tax site.
10. Have a Site Coordinator or Assistant Site Coordinator review the return when you are finished and before the client leaves. The reviewer should complete the Quality Review Sheet on Page 3, Section C, of the Intake/Interview sheet package (shown on Page 11 of this manual).
11. If a return was prepared by hand, complete the Preparer’s Form; the form will be in the Site Box. Hand-prepared returns are very rare with the exception of a Highland Park city income tax return. (Note: A hand-prepared return is not the same as a paper return.)
12. Ensure a copy of the completed return is provided to the client. Review the Client Letter with the client advising them of their refund/tax due amounts, due dates and payees (if applicable), how long it should take to process the return and who to call regarding the status of their refund(s).
13. Turn in all administrative forms to the Site Coordinator including the E-file Packet for e-file returns and the Intake/Interview & Quality Review Sheet package for paper returns.
14. Help with the packing up of equipment and supplies. Be prepared to stay until all clients have been served.
Page 5
Roles and Responsibilities of Volunteers – Site Coordinators
1. Report to the tax site on time. Please bring a pen, calculator, and materials received at training, such as Pub. 17 (Your Federal Income Tax for Individuals), Pub. 4012 (the spiral 2009 Volunteer Resource Guide), tax form instruction booklets, this Administrative Manual, etc. All other supplies will be provided at the tax site.
2. Call the Accounting Aid Society office at (313) 556-1920 or toll free at (866) 673-0873 after arriving at the tax
site and report:
Number of volunteers at your tax site Number of clients waiting for assistance
Depending on the ratio of volunteers to clients, you may need to request more volunteers for your site, or request that some of your volunteers be assigned somewhere else.
We understand that it is sometimes difficult in the midst of setting up your site for the day to make the call, but we ask that you call the office at your earliest convenience during the day, so we have an assessment of how the tax sites are operating. Please make sure that Accounting Aid has your cell phone number so that we have a way to contact you at the tax site.
3. Ensure that all volunteers, including yourself and any site support staff, sign in and out on the pre-printed
volunteer sign-in sheet.
4. Organize the general layout of the tax site and the setup of laptop computers and printers.
5. Assign volunteers to work assignments (Assistant Site Coordinator, Screener, Preparer, IT Support, Administrative Assistant.)
6. Work with the Site Manager to ensure the site operates smoothly and problems are resolved in a timely
manner. Be conscious of the number of clients waiting and cut off new clients signing in when appropriate.
7. Answer tax law and TaxWise questions.
8. Ensure that all preparers are aware of the quality review procedures. Before the client leaves, check returns for accuracy by using Accounting Aid Society’s Guide for Quality Review of Tax Returns and by completing the Quality Review Sheet found on Page 3, Section C, of the Intake/Interview sheet package (shown on Page 11). For all returns, both paper and e-file, verify that the Final Checklist has been completed by the Preparer. For e-file returns review the E-file Packet before the client leaves. The Final Checklist is the last page of the Intake/Interview sheet package and is shown on Page 16 of this manual.
9. During the quality review process of all returns, complete the pink Site Coordinator Checklist of Errors found
on the back of the Reorder Form. This will help us to identify quality issues that need to be addressed during the tax season and in subsequent training sessions.
10. If necessary, complete the pink Reorder Form for supplies needed at the tax site.
11. Back up all returns prepared on TaxWise to a flash drive.
12. Organize administrative forms (Volunteer Sign-in Sheet, E-file Packets for e-file returns, Intake/Interview sheet
packages for paper returns, Supervisor Checklist of Errors/Reorder Form) and the flash drive if returns were backed up to the drive. Place all items in the Federal Express envelope (pre-printed with Accounting Aid Society as the recipient) and drop the envelope off at a Federal Express office/box.
13. Ensure all equipment, computers, printers, and supplies are secured and the tax site is in good order before
you leave. Be prepared to stay until all clients have been served.
Page 6
Roles and Responsibilities of Volunteers – IT Support
1. Report to the tax site on time. 2. Sign in and out on the pre-printed volunteer sign-in sheet. 3. Set up computers and printers for the Preparers. Establish connections between
computers and printers, both hardware and software.
4. Resolve computer software and hardware problems, as needed.
5. Update computer and printer software, as appropriate.
6. Ensure that returns on each computer used are backed up to a flash drive at the end of the day.
7. Let the Site Coordinator know of any computer or printer supplies needed at the tax site.
8. Ensure that all equipment is properly shutdown and packed away at the end of the day.
9. Be available throughout the whole day for troubleshooting. Be prepared to stay until all
clients have been served.
Roles and Responsibilities of Volunteers – Administrative Assistants
1. Report to the tax site on time. 2. Sign in and out on the pre-printed volunteer sign-in sheet.
3. Ensure that clients are signing in properly and that all information forms for the client are put
out for distribution to the clients.
4. Ensure that all administrative forms are available for the volunteers.
5. Assist all volunteer positions on an as needed basis.
6. Let the Site Coordinator know of any needed forms or supplies for the tax site.
7. Be prepared to stay until all clients have been served.
Page 7
Volunteer Sign-in Sheet
Name Signature Time In Time OutTommy Taxpreparer
Sammy Screener
Sean Sitecoordinator
Andrea Assistant
Susie Sitehost
Sandy Screener
PLEASE SIGN IN BELOW
VOLUNTEER SIGN-IN SHEET - Accounting Aid Society
Saturday Session - Main LibrarySaturday, January 30, 2010 9:30 AM - 3:30 PM
Report by VolunteerHub.com Created 12/9/2009 12:44:44 PM
Page 8
Form 13614-C (Rev. 8- 2009)
Department of the Treasury – Internal Revenue Service
Intake/Interview & Quality Review Sheet OMB # 1545-1964
Section A. Page 1 and Page 2 to be completed by Taxpayer Thank you for allowing us to prepare your tax return. It is very important for you to provide the information on this form to help our certified volunteer preparer in completing your return. If you have any questions please ask.
You will need your: • Tax information such as W-2s, 1099s, 1098s. • Social security cards or ITIN letters for you and all persons on your tax return. • Proof of Identity (such as drivers license or other picture ID).
Part I. Your Personal Information 1. Your First Name M. I. Last Name Are you a U.S. Citizen?
Yes No 2. Spouse’s First Name M. I. Last Name Is spouse a U.S. Citizen?
Yes No Apt#3. Mailing Address City State Zip Code
4. E-mail Phone
5. Your Date of Birth 6. Your Occupation 7. Are you Legally Blind Yes No 8. Totally and Permanently Disabled Yes No
9. Spouse’s Date of Birth 10. Spouse’s Occupation 11. Is Spouse Legally Blind Yes No 12. Totally and Permanently Disabled Yes No
13. Can your parents or someone else claim you or your spouse on their tax return? Yes No
Part II. Family and Dependent Information 1. As of December 31, 2009 your marital status was:
Single Married: Did you live with your spouse during any part of the last six months of 2009? Yes No Divorced or Legally Separated: Date of final decree or separate maintenance agreement: Widowed: Date of spouse’s death:
2. List the name of everyone below who lived in your home and outside your home that you supported during the year. Name (first, last)
Do not enter your name or Spouse’s name below.
(a)
Date of Birth (mm/dd/yy)
(b)
Relationship to you (e.g. son, mother,
sister)
(c)
Number of months
lived in your
home
(d)
US Citizen or resident of the US, Canada or Mexico (yes/no)
(e)
Married as of
12/31/09 (yes/no)
(f)
Full-time
student (yes/no)
(g)
Received more than $3650 in income (yes/no)
(h)
If additional space is needed please use page 4 and check here Paperwork Reduction Act Notice
The Paperwork Reduction Act requires that the IRS display an OMB control number on all public information requests. The OMB Control Number for this study is 1545-1964. Also, if you have any comments regarding the time estimates associated with this study or suggestion on making this processsimpler, please write to the Internal Revenue Service, Tax Products Coordinating Committee, SE:W:CAR:MP:T:T:SP, 1111 Constitution Ave. NW, Washington, DC 20224 Please continue on Page 2
Catalog Number 52121E Form 13614-C (Rev. 8-2009) 1 Page 9
Section A. To be completed by Taxpayer (continued)
Part III. Life Events (Check Yes or No to all questions below)
Yes No 1. If you are due a refund, would you like a direct deposit? Yes No 2. If you have a balance due, would you like a direct debit?
During 2009 did you (or your spouse if filing a joint return): Yes No 3. Buy a brand new vehicle? If yes, date of purchase: Yes No 4. Buy a home? If yes, closing date: Yes No 5. Have a foreclosure or did the bank cancel any part of your mortgage loan? Yes No 6. Receive an Economic Recovery Payment from Social Security Administration, Railroad Retirement
Board, or Veterans Administration? If yes, how much? $250 $500 Yes No 7. Are you or your spouse a government retiree? Yes No 8. Purchase and install energy efficient home items? (such as windows, furnace, insulation, etc.) Yes No 9. Live in an area that was affected by a natural disaster? If yes, where? Yes No 10. Pay college tuition for yourself, your spouse, or your dependents? Yes No 11. Have any student loans? Yes No 12. Make estimated tax payments or apply last year’s refund to your 2009 tax?
If yes, amount
Part IV. Income – In 2009, did you (or your spouse) receive: (Check Yes or No to all questions below)
Yes No 1. Wages or Salary Yes No 2. Tip Income Yes No 3. Scholarships Yes No 4. Interest/Dividends from: checking or savings accounts, bonds, CDs, brokerage, etc. Yes No 5. State Tax Refund: If yes, did you itemize your deductions last year? Yes No Yes No 6. Self-Employment Income (such as earnings from contract labor, small business, hobby, etc.) Yes No 7. Alimony Income Yes No 8. Proceeds (or loss) from the sale of Stocks, Bonds or Real Estate (including your home) Yes No 9. Disability Income Yes No 10. Pensions, Annuities, and/or IRA Distributions Yes No 11. Unemployment Compensation Yes No 12. Social Security or Railroad Retirement Benefits Yes No 13. Income from Rental Property Yes No 14. Other Income: (gambling, lottery, prizes, awards, jury duty, etc.) Identify:
Part V. Expenses – In 2009 Did you (or your spouse) pay: (Check Yes or No to all questions below)
Yes No 1. Alimony: If yes, do you have the recipient’s SSN? Yes No Yes No 2. Contributions to IRA, 401 k, or other retirement account, including employer retirement account Yes No 3. Educational expenses (such as a computer, books, etc.) Yes No 4. Classroom supplies if you are a teacher Yes No 5. Medical expenses Yes No 6. Home mortgage interest Yes No 7. Real estate taxes for your home Yes No 8. Charitable contributions Yes No 9. Child/dependent care expenses that allowed you and your spouse, to work or to look for work
STOP HERE! Thank you for completing this form.
Please give this form to the certified volunteer preparer for use in preparing your return.
Catalog Number 52121E Form 13614-C (Rev. 8-2009) 2 Page 10
Section B. For Certified Volunteer Preparer Completion and Reminder
Remember: YOU are the link between the taxpayer’s information and a correct tax return! Verify the taxpayer’s information on pages 1 & 2. Consult Publications 4012 & 17 as well as other tools. Make notes on this form as needed, especially when the taxpayer’s information is missing or incorrect. Must be completed by Certified Volunteer Preparer
Yes No N/A
1. Can anyone else claim any of the persons listed in Part II, question 2, as a dependent on their return? If yes, which ones:
Yes No N/A
2. Were any of the persons listed in Part II, question 2, totally and permanently disabled? If yes, which ones:
Yes No N/A
3. Did any of the persons listed in Part II, question 2
which ones: provide more than half of their own support? If yes,
Yes No N/A
4. Did the taxpayer provide more than half the support for each of the persons in Part II, question 2? If no, which ones:
Yes No N/A
5. Did the taxpayer pay over half the cost of maintaining a home for any of the persons in Part II, question 2? If yes, which ones:
Yes No 6. Was the taxpayer’s Earned Income Credit (EIC) disallowed in a prior year? If yes, for which tax year
Yes No 7. Does the taxpayer qualify for the first-time homebuyers credit?
Reminders Use Publication 4012 & 17 in making tax law determination. • Earned Income Credit (EIC) with children - the qualifying child cannot
be older than the taxpayer. • Qualifying Child/Qualifying Relatives - Rules have changed. • There are special rules for children of divorced, separated, or never
married parents. New Tax Benefits and credits under ARRA 2009 • Vehicle Sales Tax • Economic Recovery Payment • First-time homebuyer Credit • Energy Efficiency • Education Expense • Increase EITC & Child Tax Credit • Unemployment benefits Making Work Pay Tax Credit • Does the taxpayer need to adjust their W-4/W-4P withholding?
Section C. To be completed bya Certified Quality Reviewer Check each item after reviewing the tax return and verifying that it reflects correct tax law application to the information provided by the taxpayer.
1. Section A & B of this form are complete.
2. Taxpayer’s identity, address and phone number was verified.
3. Names, SSN or ITINs, and dates of birth of taxpayer, spouse and dependents match the supporting documents.
4. Filing Status is correctly determined.
5. Personal and Dependency Exemptions are entered correctly on the return.
6. All income shown on source documents and noted in Sections A, part IV is included on the tax return.
7. Any Adjustments to Income are correctly reported.
8. Standard, Additional or Itemized Deductions are correct.
9. All credits are correctly reported.
10. Withholding shown on Forms W-2,1099 and Estimated Tax Payments are correctly reported.
11. If direct deposit or debit was elected checking/saving account and routing information match the supporting documents.
12. Correct SIDN is shown on the return.
Catalog Number 52121E Form 13614-C (Rev. 8-2009) 3 Page 11
Additional Taxpayer’s Information:
Additional Tax Preparer Notes:
Catalog Number 52121E Form 13614-C (Rev. 8-2009) 4 Page 12
ACCOUNTING AID SOCIETY
SUPPLEMENTAL INTAKE/INTERVIEW SHEET AAS (Rev. 12/14/09)
AAS Supplement to IRS Form 13614-C
Section D. For Certified Volunteer Preparer Completion (Accounting Aid Society and Michigan Return Information) The information requested in this section is for statistical data needed by Accounting Aid Society and information necessary for the completion of the Michigan and city
income tax returns and the Michigan credit claim forms. Remember to consult the Michigan instruction booklets.
Screener:____________________________________________ (Screener, please write in your name here.)
AAS Part I. Statistical and Miscellaneous Information:
Yes No 1. Did the taxpayer bring proof of all Social Security numbers to be listed on the return?
Yes No 2. Did the taxpayer bring a copy of last year’s tax return?
Yes No 3. Is the taxpayer deaf? / Yes No N/A 4. Is the Spouse deaf?
Yes No 5. Are any dependents listed on Page 1, Part II: deaf? blind? N/A If Yes, which ones:________________________________________________
If Married filing Separately, indicate the spouse’s name:_________________________ and SSN:______________ AAS Part II. Nontaxable Income – During the tax year, did the taxpayer or spouse receive:
Yes No 1. Supplemental Security Income (SSI) (In 2009, maximum SSI was $674 per month.)$____________
Yes No 2. Child Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $____________
Yes No 3. Workers’ compensation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $____________
Yes No 4. VA (Dept. of Veterans Affairs) benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . $____________
Yes No 5. State SSI ($42 every three months from Michigan DHS. If Yes, enter $168.) . . . $____________
Yes No 6. DHS (Michigan Department of Human Services) benefits . . . . . . . . . . . . . $____________
Yes No 7. Dependent(s) Social Security benefits (Include all dependents’ Forms SSA-1099) $____________
Yes No 8. Dependent(s) Supplemental Security Income (SSI) (In 2009, max. SSI was $674/mon.) $____________
Yes No 9. Dependent(s) State SSI ($42 every three months from Michigan DHS) . . . . . . $____________
Yes No 10. Assistance from family/friends/agencies . . . . . . . . . . . . . . . . . . . . . . . . . . . $____________ (Include the value over $300 in gifts of cash, merchandise, or expenses paid on their behalf)
Describe:___________________________________________________ Income Eligibility requirements: < $25,000 for individual; < $50,000 for family
(Make sure the taxpayer’s total income is within the income guidelines listed above. Add the nontaxable income listed on this page to the income listed on Page 2, in Section A, Part IV.)
AAS Part III. Michigan Energy Credits (beginning for tax year 2009) – During the tax year, did the taxpayer:
Yes No 1. Purchase and install: insulation, furnace, water heater, windows, or refrigerator, clothes washer or dishwasher, for their main home?
(Note: Energy Home Improvements or Appliances Credit does not apply to renters.)
Yes No 2. Have an itemized “cost recovery” surcharge (maximum $3 per month) on their electric bill? (Note: The Energy Cost Recovery Surcharge Credit is available to homeowners and renters who have paid electric bills for the tax year.)
AAS Supplement to IRS Form 13614-C (Rev. 12/14/09) 5Page 13
Section D. To be completed by a Certified Volunteer Preparer (continued) AAS Part IV. Michigan Homestead Property Tax Credit Claim – During the tax year, did the taxpayer:
Yes No 1. Live at the same address all year? Yes No 2. Live in a mobile home, adult foster care home, co-op housing, nursing home, assisted living center or other special housing? (If Yes, indicate type of housing: _________________________________,
and see the instructions for MI-1040CR, Homestead Property Tax Credit Claim.)
Yes No 3. Own their own home?
3.a. If Yes, what was the Taxable Value of their home? $___________
3.b. If Yes, what were the annual property taxes billed? $___________
(The amount of property taxes billed should be taken from the property tax bills and not from Form 1098, Mortgage Interest Statement, from the mortgage company. Do not include any interest, penalty, or special assessments such as a Solid Waste Fee.)
Yes No 4. Rent their home/apartment? (According to state law, you must have been under a lease or rental contract to claim rent for credit.)
Yes No 4.a. If Yes, did the building pay a service fee in lieu of property taxes (PILOT program)? Yes No 4.b. If Yes, was the building exempt from paying property taxes?
(If building was exempt, residents are not eligible for property tax credit.) 4.c. List all addresses rented at during the tax year: Number of
months rented Total Address Landowner’s Name and Address _ in the tax year Rent per month Rent _
(1)_____________________ _______________________ _____ $______ $_______ _____________________ _______________________
(2)_____________________ _______________________ _____ $______ $_______ _____________________ _______________________
(Note: Property tax credit claim must be filed jointly if taxpayer and spouse lived together during the tax year – see the instructions.
The income tax return can be filed MFS, but the property tax credit has to include the income of both spouses.)
Yes No 5. Does the taxpayer’s income substantiate their rent or property taxes paid plus living expenses? If No, make further inquiries of the client. Household income must be enough to pay property taxes or rent plus
living expenses including any heating costs listed below. AAS Part V. Michigan Home Heating Credit Claim (Note: Does not apply to tax years prior to 2009.)
If taxpayer was a homeowner or eligible renter in 2009 (answered Yes to either Question 3 or 4 in AAS Part IV above):
Yes No 1. Is the heat currently included in their rent or is the heat service in someone else’s name?
1.a. If No, what were the annual heating costs for the period 11/1/2008 thru 10/31/2009? $_____________ (Taxpayer should contact their heat provider (e.g., DTE, Consumers Energy) for their annual heating costs.)
AAS Part VI. Client Statement The information contained in this Client Intake Sheet is true and correct. I understand that Accounting Aid Society will retain this information for tax preparation purposes in the event I return next year. I realize that Accounting Aid will use this information to improve tax assistance services to me, speed preparation of tax returns, and offer other services. My personal information is kept confidential and is not shared or sold to any other organization or company. Information will be properly stored and when no longer needed information will be properly disposed.
Accounting Aid Society will provide both physical and electronic protection for the information while in its care. Information collected on the intake sheet will not be sold or shared with anyone else. Electronic records will be maintained for seven years as required by IRS E-file regulations and aggregate data is retained by the program for program purposes, such information will not include specific information about the taxpayer. Services will not be denied if you do not agree with this statement. Contact us to request that we not use your information.
____________________________ ___________ ___________________________ ________ Your signature Date Spouse signature Date
AAS Supplement to IRS Form 13614-C (Rev. 12/14/09) 6
Page 14
AAS Supplement to IRS Form 13614-C (Rev. 12/14/09) 7
Helpful Hints for the Accounting Aid Society Volunteer – Screener, Preparer and Quality Reviewer
• E-file Return vs. Paper Return – Most returns will be electronically filed. If this is to be a Paper Return, indicate the reason below:
____ Both spouses not present to sign the e-file authorization signature forms. ____ Unknown SSN for the spouse and filing status is Married Filing Separately. ____ Client chooses to file a paper return. ____ Other. Explain:________________________________________________________
• Disability – If the client, spouse, and/or dependent is totally and permanently disabled (meeting the Social Security guidelines/definition), make sure it is indicated on the applicable pages of this Intake/Interview sheet (see pages 1, 2 and 5) and on the correct fields in TaxWise.
• Income vs. Property Taxes/Rent – If the taxpayer is claiming the Michigan Homestead Property Tax Credit, make sure their total income substantiates the rent/property taxes paid plus living expenses, including any heating costs. See Question 5 on Page 6.
• Statistical Data – It is critical that the Preparer enter all of the required statistical information in the Preparer’s Use Fields on TaxWise. To aid the Preparer, the Screener may obtain some of the information needed for these fields by completing the sections below:
Preparer’s Use Field #2: Is the taxpayer: __ Hispanic or Latino __ Not Hispanic or Latino
Preparer’s Use Field #3: Indicate the taxpayer’s race, origin or descent (the client should self-identify this category):
__ African American __ Alaskan Native __ American Indian & White
__ White __ Native Hawaiian __ Alaskan Native & White
__ Arabic or Chaldean __ Other Pacific Islander __ American Indian & African American
__ Asian __ African American & White __ Alaskan Native & African American
__ American Indian __ Asian & White __ Other Multi-Racial
__ Client chooses not to answer
Preparer’s Use Field #7: Indicate the taxpayer’s gender (if MFJ, indicate the gender of the primary filer): __ Male __ Female
Preparer’s Use Field #9: Does the taxpayer have a bank account or credit union account? __ Yes __ No
Preparer’s Use Field #10: Is English the taxpayer’s 2nd language? __ Yes __ No
• For the Preparer – Be sure to enter the amount of any Michigan Homestead Property Tax Credit, Michigan Home Heating Credit, or city refund/balance due in Preparer’s Use Fields #4, 5 and 6 – see the Step by Step Instructions for TaxWise 2009. You may indicate these amounts below for reference:
Preparer’s Use Field #4, Homestead Property Tax Credit: $_________
Preparer’s Use Field #5, Home Heating Credit: $_________
Preparer’s Use Field #6, City refund or (balance due): $_________
• Quality Review – Make sure the Quality Reviewer (typically the Site Coordinator or Assistant Site Coordinator) completes the Quality Review checklist on Page 3, Section C, of this Intake/Interview sheet package.
• Volunteer Name – Make sure you have written your name on this Intake/Interview Sheet package: -- Screener name should be on Page 5. -- Preparer name should be on the Final Checklist on Page 8. -- Quality Reviewer name should be on Page 3 (on the bottom, right side of the page.)
Page 15
ACCOUNTING AID SOCIETY Updated: 12/14/2009 8
ACCOUNTING AID SOCIETY – FINAL CHECKLIST Tax Year:__________
Taxpayer Name: Social Security No.: Preparer: Site: Computer #: Date:
Check one: __ E-file Return** (Complete ALL Sections.) __ Paper Return* (Complete Sections A and C.)
SECTION A – For all returns (e-file and paper): Does the client have proof for EVERY Social Security number on the return?
SECTION B - For E-file returns: Client is e-filing (select one):
Federal and state returns Federal return only Homestead Property and/or Home Heating credits only
Did you enter at least one phone number for the client on the Main Information Sheet? If the client has dependents, are they certain no one else will attempt to claim them?
Not applicable If the client is married and filing jointly, is the spouse present to sign Form 8879 and/or Form MI-8453?
Not applicable
SECTION C – Steps for all returns (IMPORTANT: Preparer must use Step by Step Instructions for TaxWise 2009 for complete instruction on the checklist items below.)
The correct credit and/or refund amounts have been entered in Preparer’s Use Fields #4, 5, and 6 on TaxWise. Make sure that all forms in TaxWise have a blue check mark. (“Get the Red Out”) Run and review diagnostics on the return. For an E-file return, create the e-file by selecting the E-file button on the diagnostics screen. Print the Main Information Sheet and have the client review the following information:
The client should initial below to verify they have reviewed these items.
• _________All names are spelled correctly (taxpayer, spouse and dependents). • ____________ All Social Security numbers are correct (taxpayer, spouse and dependents). • _________My mailing address is correct. • _________If applicable, my dependent’s date of birth is correct.
A site coordinator/assistant site coordinator has reviewed the return and completed the Quality Review Sheet. A copy of the return was printed following the Step by Step Instructions for printing. E-file returns: Have the client(s) sign Form 8879 and/or MI-8453. Follow the Step by Step Instructions for assembling
an e-file return. Paper returns: Copy or print another set of the return. Have the client(s) sign and date one copy of all applicable
federal, state and city forms for mailing. Follow the Step by Step Instructions for assembling a paper return. Review the Client Letter with the client. Write in any Michigan credit and/or city refund or tax due amounts. Advise the
client that it can take at least 3 weeks, maybe more, to process an e-file return, and 6-8 weeks for a paper return. Place the client’s complete copy of the return, stapled together, in the large client envelope. Remind them to bring back
the return next year.
SECTION D – Documents needed by Accounting Aid Society: For E-File Returns -- **Assemble and hand in the E-FILE PACKET in the following order:
1. One Form 8879, with the client’s original signature(s) in Part II of the form. (NOT at the bottom of the page) (If e-filing a Michigan credit-only return, Form 8879 is not required.) 2. One Form MI-8453, with the client’s original signature(s) & date in Part 2 of the form. (NOT at the bottom of
the page) 3. Photocopy of the Social Security cards or other proof of SSN. (DO NOT photocopy Driver’s Licenses or ID’s.) 4. One copy of any W-2s, W-2Gs, 1099-Rs, 1099-MISCs, or 1099-Gs that are entered on the return. 5. The completed Intake/Interview & Quality Review Sheet package including this page, with a check mark next
to each item to verify completion. (Note: The E-FILE PACKET must be reviewed by a site coordinator before the client leaves.)
For Paper Returns – Hand in the completed Intake/Interview & Quality Review Sheet package. Page 16
Ethnicity and Race, Origin or Descent information is important statistical information needed by some of our funders. The sheet below indicates the Ethnicity and Race, Origin or Descent designations to be used – copies of the Ethnicity and Race, Origin, or Descent sheet are located in the Site Box at the tax site. The client should self-identify his/her Ethnicity and Race, Origin or Descent.
The ethnicity and race, origin or descent information is entered by the tax preparer in Preparer’s Use Fields #2 and #3 of TaxWise. ETHNICITY AND RACE, ORIGIN, OR DESCENT SHEET
The information listed below is required by some of our funders and is used for statistical purposes only.
Please help by reviewing the categories below and telling your tax preparer both Your Ethnicity and your Race, Origin or Descent.
Thank you.
Accounting Aid Society
Ethnicity (Select only one):
Hispanic or Latino Not Hispanic or Latino
Race, Origin or Descent (Select one or more):
African American White Arabic or Chaldean Asian American Indian Alaskan Native Native Hawaiian Other Pacific Islander African American & White Asian & White American Indian & White Alaskan Native & White American Indian & African American Alaskan Native & African American Other Multi-Racial
Page 17
)
List of Income -- Taxable, Non-Taxable and Household Income -- 2010 Filing SeasonNote: Common income items are listed below; for other types of income see instructions and reference materials.
(AGI = Adjusted Gross Income)
Description of IncomeFederal Taxable
Income?Michigan Taxable
Income?Detroit Taxable
Income?
Included in Household Income?
Alimony Received Yes Yes, included in AGI Yes Yes
Annuities Maybe
Yes, included in AGI. Senior citizens may be
able to subtract.
No (premature distributions are taxable) Yes
Business income, including self-employment Yes Yes Yes Yes
Capital Gains Yes
Yes, included in AGI. Senior citizens may be
able to subtract. Yes YesChild Support Received No No No Yes
City Income Tax RefundYes, if deducted in a
prior yearNo, subtract if included
in AGI No NoDHS/Department of Human Services Benefits No No No Yes, except food stamps
Disability Pension Maybe Yes, if included in AGI No YesDisability Pension (VA - Veterans) No No No Yes
Dividends Yes
Yes, included in AGI. Senior citizens may be
able to subtract. Yes Yes
Gambling Winnings, including Lottery winnings Yes Yes, included in AGI YesYes, the amount over
$300
Gifts (to help with household expenses) No No NoYes, the amount over
$300Inheritance No No No Yes, non-spousal
Interest Yes
Yes, included in AGI. Senior citizens may be
able to subtract. Yes Yes
IRA Distribution (Traditional IRA) Yes
Yes, included in AGI. Senior citizens may be
able to subtract.
No (premature distributions are taxable) Yes
Keogh Distribution Yes
Yes, included in AGI. Senior citizens may be
able to subtract.
No (premature distributions are taxable) Yes
Jury Duty Yes Yes, included in AGI Yes YesLife Insurance Proceeds No No No Yes, non-spousal
Lump Sum -- Pension Distribution Maybe
Yes, included in AGI. Senior citizens may be
able to subtract. No Yes
Military Pay YesNo, subtract if included
in AGI No YesMunicipal Bonds Interest -- Michigan No No No YesMunicipal Bonds Interest -- Other States No Yes No YesNational Guard Yes Yes, included in AGI No Yes
Pension -- Private Maybe
Yes, if included in AGI. Senior citizens may be
able to subtract.
No (premature distributions are taxable) Yes
Pension -- Public MaybeNo, subtract if included
in AGINo (premature
distributions are taxable) YesRent / Royalty Income Yes Yes, included in AGI Yes YesSick Pay Yes Yes, included in AGI Yes Yes
Social Security Benefits MaybeNo, subtract if included
in AGI No YesSoc. Sec. benefits and/or SSI rec'd. for dependent No No No Yes
State Income Tax Refund(including Prop.TaxCr.RefundYes, if deducted in a
prior yearNo, subtract if included
in AGI No NoState SSI (paid by DHS) No No No YesStrike Pay Yes Yes, included in AGI Yes YesSub Pay Yes Yes, included in AGI No YesSupplemental Security Income (SSI) No No No YesUnemployment Compensation Yes, the amount over $2,400 Yes, included in AGI No Yes, the full amount received
U.S. Government Bonds & Treasury Notes Interest YesNo, subtract if included
in AGI No Yes
Veteran Benefits No No No YesWorkers' Compensation No No No Yes
Page 18
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Acc
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Page 19
Homebound and Summer Tax Assistance Programs The Accounting Aid Society’s mail-in Homebound Tax Assistance Program is offered to senior citizens (65 years of age or older) and disabled individuals, primarily those who may have trouble physically visiting one of our tax sites. The income guidelines are the same as at the tax sites:
-- Up to $25,000 for individuals (regardless of age) for the tax year -- Up to $50,000 for families (married couples or a person with at least one dependent)
The client completes a Homebound Program Client Intake Sheet and mails it to Accounting Aid’s main office along with their tax documents. Copies of the blue Client Intake Sheet for the Homebound Program can be found in the Site Box located at the tax sites. Clients typically call the office to request a Homebound Program packet. Most tax returns prepared in the Homebound Program can be electronically filed. Once Accounting Aid receives the signed e-file authorization form(s) back from the client the return is transmitted. A complete copy of the tax return along with all of their tax documents is mailed to the client for their records. Because of the high volume of clients in the Homebound Program, only current year tax returns are prepared with the exception of the following returns which must be filed by April 15, 2010:
2005 Michigan returns (including the Homestead Property Tax Credit) 2005 Detroit and other city returns 2006 Federal returns.
Clients should call the Accounting Aid Society office or one of the neighborhood tax centers (phone numbers listed below) to have these returns prepared by April 15, 2010. Accounting Aid Society offers year-round tax service at three neighborhood tax centers for clients who need assistance with prior year returns, amended returns, and IRS notices. These are appointment only sites, information for each center is listed below:
Brightmoor Neighborhood Tax Center, Ph. 313-531-1829 19556 Grand River between Evergreen and W. Outer Drive, Detroit, 48223
Osborn Neighborhood Tax Center, Ph. 313-368-5220 4777 E. Outer Drive near Van Dyke, Detroit, 48234
Southwest Neighborhood Tax Center, Ph. 313-554-2884 8634 W. Vernor near Lawndale, Detroit, 48209
In addition, Accounting Aid offers a mail-in Summer Tax Assistance Program beginning June 1, 2010, for senior citizens and disabled individuals physically unable to visit one of the centers. For further information on the mail-in Homebound or Summer Tax Assistance Programs, call the Accounting Aid Society office at 313-556-1920 or toll free at 866-673-0873.
Page 20
Accounting Aid Society 2010 Tax Assistance Program
Telephone Numbers and Other Contact Information
Federal Information IRS Website . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . www.irs.gov Forms and Publications by phone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-800-TAX-FORM (1-800-829-3676) Tele-Tax Topics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-800-829-4477 IRS Tax-Help and Other Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-800-829-1040 IRS Tax-Help for Deaf (TTY/TDD) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-800-829-4059 IRS Taxpayer Advocate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-877-777-4778 Refund Information: - Refund hotline (Office hours: Mon.-Fri., 7:00 a.m. – 10:00 p.m.) . . . . . . . . . . 1-800-829-1954 - Automated refund information (24 hours a day/7 days a week) . . . . . . . . . . . 1-800-829-4477 - Website . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . www.irs.gov State of Michigan Michigan Department of Treasury website . . . . . . . . . . . . . . . . . . . . . . . . . . . . . www.michigan.gov/treasury Forms and Publications by phone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-800-827-4000
Tele-Help (pre-recorded information about income tax & tax credit topics) . . . . . . . . . 1-800-827-4000 (Press option “1”) Deaf, hearing impaired or speech impaired persons may call . . . . . . . . . . . . . . . (517) 636-4999
Refund Information: - Automated Information Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-800-827-4000 - Customer service representative (available Mon.-Fri., 8:00 a.m. – 4:45 p.m.). 1-800-827-4000 - Website . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . www.michigan.gov/incometax City of Detroit Website . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . www.ci.detroit.mi.us Forms by phone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (313) 224-3322 Information / Assistance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (313) 224-3315 City of Pontiac Website . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . www.pontiac.mi.us Information / Assistance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (248) 758-3236 Consumers Energy To get Annual Heating Costs for the Home Heating Credit . . . . . . . . . . . . . . . . . 1-800-477-5050 DTE Energy Home Heating Credit Hotline . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-866-200-2386 For VITA Volunteers only: IRS VITA Hotline . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-800-TAX-VITA (1-800-829-8482) Michigan volunteer help line . . . . . . . . . . . . . . . . . . . 1-888-860-8389
Accounting Aid Society – Tax Assistance Program Phone Numbers
Marshall Hunt, Director of Tax Assistance Program . . . . . . . . . . . (313) 556-1920, Ext. 208 Karen Newman, Operations Manager . . . . . . . . . . . . . . . . . . . . . . (313) 556-1920, Ext. 201 Tom Ericson, E-Filing Assistant . . . . . . . . . . . . . . . . . . . . . . . . . . . (313) 556-1920, Ext. 218 Angela Gabridge, Volunteer Coordinator/Development Asst. . . . . (313) 556-1920, Ext. 211 Kathy Holka, Homebound Coordinator . . . . . . . . . . . . . . . . . . . . . (313) 556-1920, Ext. 203 Ed Seggerson, E-Filing Assistant . . . . . . . . . . . . . . . . . . . . . . . . . (313) 556-1920, Ext. 209 Kassie Ward, IT/Systems Coordinator . . . . . . . . . . . . . . . . . . . . . . (313) 556-1920, Ext. 202
Page 21
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