Service Delivery Models
This page explains the different service delivery models available for use at Tax-Aide sites, along with the necessary forms.
SCAN FREE Models ( drop off or in-person )
Drop Off Forms
- DO Document Inventory Instructions TY21
— Document Inventory Checklist (H) TY21
— Document Inventory Checklist (V) TY21 - DO Form 14446 TY21 (fillable)
— DO Form 14446 Explanation TY21 - DO How your return will be prepared TY21
- DO Pre-Appointment Packet Structure TY21
- DO Site Activity Log (and instructions) TY21
SCANNING Models
- Scan – Read Me First TY21
- Scan Site Activity Log – Basic TY21
- Scan Site Activity Log – Enhanced TY21
- Video Links for Scan Model Training TY21
- Creating TSO Scan Folder Setup
SCAN with no visits
- Sn/v Best Practices TY21
- Sn/v Flow Chart TY21
- Sn/v Legal Info Email Template TY21
- Sn/v Legal Info Req’d Attachments Grid TY21
- Sn/v Process Description TY21
- Sn/v Required Attachments GRID TY21
- Sn/v Service Request Tracking Form – Basic TY21
- Sn/v Service Request Tracking Form – Enhanced TY21
Scan with no visits FORMS
- Sn/v Document Scan Sequence TY21
- Sn/v Form 14446 & Instructions TY21
- Sn/v Form 14446 Explanation TY21
- Sn/v How Your Return Will Be Prepared TY21
- Sn/v Missing 14446 Email TY21
- Sn/v Missing Taxpayer Docs Email TY21
- Sn/v Phone Script TY21
- Sn/v Required Elements TY21
- Sn/v Scanning Your Documents TY21
- Sn/v Summary of Attachments TY21
- Sn/v Tax Prep Information Email TY21
- Sn/v Taxpayer Instructions Document TY21
SCAN with one visit
SCAN with two visits
SEND TO Taxpayers
- Documents needed (S1v & Sn/v) TY21
- Documents Needed (S2v & DO & IP) TY21
- IRS Pub 4053 Civil Rights
- IRS Pub 4836 Mission Statement
- Intake Booklet 13614-C (fillable)
- Intake Booklet 13614-C SP (fillable)
- Privacy Statements (EN & SP)
- Scope Outline
- Taxpayer COVID-19 Screening Questions
- Taxpayer Instructions for Customer Portal & Google Meet TY21
- Taxpayer Responsibilities EN & SP