[CircleUp] Potential VITA site tool - New Client Take-Away on EITCplatform.org

[Info]

I'm pleased to announce a new tool available on EITCplatform.org!


The Client Take-Away is a one-page tax summary available in both English and Spanish.  It can help your site use tax preparation as a “teachable moment” for financial education.  Think of it as a cover sheet to the tax return, that summarizes the return and helps clients focus on key information included on their tax forms. 

 

“My Personal Tax Summary” is designed as a Word file, so you can simply download and print it as is, or customize it by adding your program name or logo, or even adding additional information that you feel is important.  

Check it out at www.EITCplatform.org.  You'll find both English and Spanish versions under the "Tax Preparation" tab.  And while you're there, take a look at all the other tools and resources available.  The EITCplatform is a FREE resource for community-based tax preparation programs.  If you are not yet a member, register today at www.EITCplatform.org.

Have a great Thanksgiving!

Amy Brown
Aspen Institute / EITCplatform.org

 

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