Site and LC Tools

This page has resources for local coordinators, but anyone may find the listed worksheets and handouts helpful in organizing tax preparation.

LC Administrative Aids
  1. AZ1 Site Listings TY24 (download)
  2. AZ Bank Routing Numbers
  3. Donated Equipment Policy
  4. End of Season CB Storage TY24^
  5. Facilitator Spreadsheet
  6. Glossary, IRS Terms
  7. Glossary, Tax-Aide Acronyms^
  8. Gold Standards for Intake & Interview (link)^
  9. Gold Standards for Quality Review (link)^
  10. Internal Site Review Guide TY23
    — Internal Site Review Form TY23
  11. AZ Leadership To Do Calendar
  12. Site Required Documents TY24
  13. SMT Roster, Oct. 2025
  14. Reimbursements Overview TY2024^
    — Flat-Rate Mass Approval Form TY24
    — Flat-Rate Reimbursement Request TY24^
    — Itemized Request Using Classic TY24
    — Reimbursements (P&P Manual) TY24^
    — Reimbursements (slides) TY24^
Manuals & Guides
  1. Client Facilitator Training Videos (link)^
  2. Local Coordinator Guide (link)
  3. NTTC Scope Manual (link)^
    — Scope Differences (link)^
    — Scope (slides) TY25^
  4. Policy & Procedures Manual 25/26 v1^
    — Policy & Procedures Updates 25/26^
  5. Portal Overview TY23 (slides)
  6. Portal Reports (slides) TY24^
  7. Portal Reports – User Tips TY23 (slides)
  8. Portal Usage TY24 (draft video)
  9. Pub 4012 (link)^
  10. Pub 4299 – Privacy, Confidentiality & Civil Rights (link)
  11. Pub 4491 – Training Guide (link)
    — Pub 4491 – Release Notes (link)^
  12. Pub 5166 – IRS Quality Site Requirements (link)
  13. Schedule C (video link)^
Site Posters, Templates and Address Labels
  1. Address labels for tax returns – multiple
  2. Business Card (fillable)
  3. Labels for Storage Envelopes (w/QR code)
  4. Mailing addresses for Tax Forms TY24/25
    (designed for Avery #8160 labels)
    — AZ 140 TY25 (w/refund)
    — AZ 140 TY25 (estimated payments)
    — AZ 140 TY25 (voucher w/payment)
    — IRS 1040 TY25 (refund)
    — IRS 1040 TY25 (estimated payments)
    — IRS 1040 TY25 (voucher w/payment)
  5. Scope Poster – ENG TY22 & TY23
    — Scope Poster – SP TY22 & TY23
  6. Site Materials Required List TY24
  7. Site Poster – dates & times (fillable)
  8. Taxpayer Responsibility Statement (in English and Spanish)
Tax Preparation Aids
  1. AZ Bank Routing Numbers
  2. AZ Supplemental Intake Forms
    — AZ Intake v4 (1 page small) TY24^
    — AZ Intake v4 (2 page large) TY24^
  3. Charitable Donations Log
  4. Commonly Missed Items
  5. EIC Graph TY24
  6. Intake Booklet – English (fillable) TY25^
    — Intake Booklet – Espanol (fillable) TY25^
  7. Interest Entries: Fed & AZ TY24^
  8. Local Sales Tax by City TY25~
  9. Qualifying Child or Relative Tool TY23^
    — Child or Relative Tool Errata TY23^
  10. Taxpayer Worksheets
    — Education Credits Worksheet (fillable) TY24^
    — Itemized Deductions Worksheet (fillable) TY24^
    — Itemized Deductions (abridged)^
    — Sales Tax Worksheet (fillable) 11/24^
    — Self-Employ Sched C Worksheet (fillable) 1/25^
  11. Underpayment of Taxes