Download Your Intake Materials

If you have a printer, you can download your intake materials, print them, and complete them in advance, saving you time at your appointment. There are three documents you must download:

1. Intake Packet Instructions – This two page document explains how to complete the intake packet and lists the tax documents and other information you need to bring to your appointment.

2.  Intake Booklet – This 10-page form gathers important information that your Tax-Aide Counselor will use in preparing your tax return. You can complete it on your computer, then print it. Or you can print it and complete by hand.

3. Intake Booklet Addendum – This one page document gathers additional important information for preparing your tax return. It also lets you know if your situation requires additional worksheets in order to be ready for your appointment. Print it and complete by hand.

There are also three worksheets you can download if they apply to your situation:

• Itemized Deductions Worksheet – Download this sheet if you think your itemized deductions (medical costs, property taxes, mortgage interest, charitable contributions) will be over $12,500 (filing single) or $25,000 (married filing joint)

• Self-Employed Worksheet – Download this sheet if you are self-employed or do "gig work." It helps you gather the needed information about your income and expenses related to your self-employment.

• Education Credits Worksheet – Download this sheet if you, your spouse, or a dependent took courses at a college or university. It helps you gather the needed information to see if you are eligible for a tax credit.

Click the arrow at the upper right corner of each document's image (it may show the label, "Pop Out"). The document will open and you can then print it or save it to your computer.

If you have difficulty downloading these documents, you may also get them by email. Send a request to elonta4104@gmail.com.

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