MEIC Tax Time Site Materials

http://meic.cedam.info/meic-tax-time-site-materials/

 

ADVOCACY: Making Earned Income Count Post Cards

These postcards can be handed out to clients so that they can let their state lawmaker know that they have had their taxes completed at a VITA site. Cards may either be mailed by the client, VITA site or given to CEDAM to be hand-delivered. Contact Ross Yednock (yednock@cedam.info) to have printed copies of these cards sent to you or if you have any questions.

MEIC Free Tax Site Postcard (PDF)
MEIC Earned Income Credit Postcard
 (PDF)

 

MARKETING: Client Story Form

Use this client story form to promote and collect stories from your clients. Simply have them fill out the form and then send it back to CEDAM. The client just needs to fill out their contact information and answer the questions to the best of their ability and then read and sign IRS use and disclosure waivers on pages three and four. Or, clients may enter online at http://michiganfreetaxhelp.org/share-your-story-win/. You can also promote BOTH free tax preparation and story collection using the MEIC Business Card (contact Ross Yednock – yednock@cedam.info if you want to have copies of either sent to you).

MEIC Promotional businesscard (PDF)
2016 MEIC Story Collection form (with Use & Disclosure) (MS Word)

 

MARKETING: “You Earned It” Flyer

The following materials have been updated  with information regarding the Earned Income Tax Credit for Tax Year 2014. You can download the PDF files and use those at your site, or the MS Word files can be modified to include site specific information. All can be used to market your tax site, a newspaper or bag insert or just posted at your site to provide clients with information regarding the EITC.

MEIC Promotional businesscard (PDF)
EIC-Flyer TY 2015 (PDF)
You-Earned-It-TY 2015 (MS Word Doc)
You-Earned-It-Flyer-SPANISH- TY 2015 (MS Word Doc)

 

TAXPAYER HANDOUTS: Affordable Care Act Information

While taxpayers will not have to deal with the Patient Protection and Affordable Care Act (a.k.a. ObamaCare) on their 2013 tax returns, they will need to make sure they are covered with health insurance under the act. The following materials may be used at tax sites to help make sure volunteer preparers and clients have the information they need to make sure they are in compliance with the ACA. Clients may also be directed to the state healthcare marketplace, healthcare.gov to sign-up for coverage or, if they need help, to the Enroll Michigan website where they can be connected to a local navigator.

IRS ACA Publication (PDF)
NWLC ACA FAQ for Taxpayers (PDF)
NCTC VITA Health Care FAQ (PDF)

 

TAXPAYER HANDOUTS: Changes in Michigan Taxes Documents

These documents explain how recent changes to the state tax code may impact your clients return. They may be used by volunteers or handed to clients while they are having their taxes prepared (2015 will be the last tax season this document is offered on the website).

MEIC 2012 Tax Change Client Sheet – 1 pager (MS Word Doc)
MEIC 2012 Tax Change Client Sheet (MS Word Doc)

 

TAXPAYER HANDOUTS: Client Flyers on Savings

Tax time is a great time to for people to save, however helping your clients to leverage this opportunity can be difficult. The following materials can be used (posted by the waiting area, or given to your clients to read as they wait) to help get your clients to think about saving and using FORM 8888.

MEIC Save Some Flyer (MS Word Doc) This can be used with a Save Your Refund Flyer
CFPB Savings Flyer (PDF) Consumer Financial Protection Bureau Tax Time Saving Flyer

SAVE YOUR REFUND (More materials can be accessed here)
SYR Flyer_Final (PDF)
About SaveYourRefund (PDF)
Volunteer Cheat Sheet (PDF)
Integrate SaveYourRefund at your site (PDF)

 

 

Updated on January 20, 2016.