Pre-Appointment Tax Document Package
Davidson FREE Taxes – VITA
Tax Season 2021
Please Download and Complete These Pre-Appointment Forms
Before you start – If you’re on this webpage, you’ve got some computer skills. Do you want to do your own return online? Davidson Free Taxes can provide a link to a free tax prep program with no upper income limit. If interested, send a request to email@example.com .
READ FIRST - READ FIRST DOCUMENT
COVID-19 has forced tax sites to do things differently this year to protect both taxpayers and our volunteers. READ FIRST does not need to be printed, but read the entire document as it explains what you need to do before your appointment and, hopefully, answers some of your questions.
IRS INTAKE (IRS Form 13614-C) FORM - INTAKE PACKET
This form can be filled in online and then printed or printed and completed by hand. Either way, you only need to go through question 6 on page 3.
VITA VIRTUAL CONSENT (IRS Form 14446) FORM – VIRTUAL CONSENT
Since returns will not be completed “while you wait”, the IRS requires that you consent to the process outlined on this form. If you do not consent, we cannot prepare your return.
Protecting Your Privacy & Justifying the Continuation of This Program
(VITA LOCAL CONSENT FORM) - LOCAL CONSENT
Regional Office/Relational EFIN – Our tax returns are prepared using internet-based software (as most are now). This means that certain specified individuals can view your information at other places. If you do not grant this consent, we cannot prepare your return as we do not have access to desk-top only software.
Global Carry Forward (GCF) – If you return to the same tax site next year, the basic information from this year’s return will automatically carry forward. If you go to another free site next year, and have consented to GCF, this same data will carry forward there, making return preparation a little more efficient. We encourage this as things change. There is, however, no consequence for not granting this consent.
Disclose-Use- Your personal information is only used to prepare your tax return; it is not disclosed or used for any other purposes. We would like to combine your data with everyone else’s to create a “big picture” of the service we provide. This helps justify the need for the continuation of the program. The primary recipients of this information are Davidson County Government and the IRS VITA Grant Office. If you choose not to grant these consents, we can prepare your returns, but they cannot be efiled.
Full copies of these Consents are included in tax package you receive when your return has been completed.
DATA QUESTIONNAIRE - VITA QUESTIONS
Answers to these questions produce non-tax return data that we would like to Disclose & Use. It includes the questions from page 3 of the Intake Form as well as few other local questions.