JAS Tax Help Intake

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Overview
The Just-A-Start Volunteer Income Tax Assistance (VITA) clinic offers free tax preparation to residents of the Greater Boston area.

Process Overview - PLEASE READ CAREFULLY

1. Filling out this form will register you with our remote tax preparation ticketing system, to track your return from intake to completion.

2. You will be asked to complete Form 13614-C, the intake and interview form, followed by an informational interview, reviewing your answers on this intake sheet. Your responses will ensure we collect the correct documents for your return. We will confirm your photo ID and social security cards during this process.

4. We will scan your intake sheet and documents into our secure filesharing service, Box. These files will be retained until the completion of your return. For remote return preparation, a qualified volunteer will be given view-only access to your folder to complete the return.

5. We will complete and quality review your tax return. Once this process is done, you will need to close out.

6. To close out, you will sign Form 8879, authorization to e-file for the Federal return, and Form M-8453, authorization to e-file for the state return. If you did the drop-off method, we will call you to return to the site to sign off on your return. In either case, you will receive a print copy for your records.

7. Celebrate getting your taxes over with!

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