Tax Assistance Toolkit for Nonprofits

In these tough economic times, we’re all scrambling to find ways to help empower clients. One tried-and-true way is by offering free tax preparation assistance.

By helping eligible lower-income taxpayers prepare and file their own tax returns for free, you provide a valuable service that puts real dollars into the hands of the people who need it most! You also empower people to take more control over their money, increase their financial literacy and help them achieve economic independence.

This complete Tax Toolkit of easy-to-use materials will help you promote the free tax preparation and filing services offered through TurboTax Freedom Edition. It includes approved content, logos, and materials for print publications, correspondence, media outreach, websites, email messages and step-by-step guidance along the way!

Toolkit Sections

Getting Started

Getting Started

Maybe you already offer some type of tax preparation service (VITA, AARP, etc.) or perhaps you have only thought about offering tax help. Either way, this tool kit has what you need to create an online tax preparation component, called Free File, to your array of services.

Prepping Your Location

Prepping Your Location

Discover the tax-assistance option that fits your organization capabilities the best and learn how to get your space ready to provide your clients with the best service.

Staffing and Training

Staffing and Training

Start thinking about the tasks that will determine how many volunteers you will need to support this event and learn how you can train this new staff to support your clients every step of the way.

Getting The Word Out

Ideas to promote your event within your community, making sure that the right people attend and that you are able to help as many people as you can.

Evaluating Your Success

After putting a lot of hard work into launching your Free File option, how are you going to measure success? Here, we list ideas on how to think back through your event from beginning, pull out what was learned and discover what you need to do differently and what you’ve done really well.

Ready-to-Use Messages, Logos, and Site Links

Includes model messages and graphics to be used on your Web site, in email messages and correspondence, or in publications you use to promote TurboTax Freedom Edition.

Toolkit Documents

All of the documents created to support you and your staff through this entire process, in one place to make it easy!

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Hundreds of people have been helped through a TurboTax Freedom Edition project in Michigan. “TurboTax is easy to use, and it helps people claim the EITC, which can address huge economic problems in someone’s life.”

Joan Kauffman
Women’s Center
of Southeastern Michigan

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