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:
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:
- 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.
- Intake Booklet – This 8-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.
- 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:
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.
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.
If you have difficulty downloading these documents, you may also get them by email. Send a request to elonta4104@gmail.com.
Documents Required for Your Appointment
Documents Required for Your Appointment
Intake Packet Instructions
Elon Intake Packet instructions TY2023.pdf
Intake Booklet
TY23 Tax-Aide Intake Booklet - fillable.pdf
Intake Booklet Addendum
Intake Booklet Addendum TY2023 v2.pdf
Additional Worksheets (if needed)
Additional Worksheets (if needed)
Itemized Deductions Worksheet
2023 Itemized Deductions Worksheet fillable.pdf
Self-Employed Worksheet
2023 Self-Employed Sch C Worksheet fillable.pdf
Education Credits Worksheet
2023 Education Credits Worksheet fillable.pdf