Tools & Info for Volunteers

This volunteers-only page provides the tools and information useful in actually preparing tax returns for our clients.

Colorado Toolbox (formerly Bogart)
  1. Web Accessible Tools (full list)^
  2. Annuity/Pension Calculator
  3. Business Activity Code List
  4. Dependent Qualification Calculator
  5. Education Calculator
Handouts
  1. Canada & Germany SS Benefits, Tax-Aide Instructions
  2. Carryforward Items (Federal to AZ) TY24
  3. Direct Deposit Handout TY25
  4. EIC Chart TY25^
  5. Energy Credit Ending Dates
  6. Filing MFS in a Community Property State^
  7. Glossary, IRS Acronyms
  8. Glossary, Tax-Aide Acronyms^
  9. Interest Entries: Fed & AZ TY24^
  10. Social Security Taxation
  11. T. Accounts Handout~
  12. Tax Bracket Comparisons TY24
  13. Underpayment of Taxes
Worksheets & Guides
  1. Education Credits Worksheet (fillable) 11/24^
  2. Form 1099-K NTTC Instructions 11/24
  3. Itemized Deduction Worksheet (link) TY25
    — Itemized Deductions (abridged)^
  4. OBBBA Worksheets
    — Car Loan Interest Deduction Worksheet (link) TY25
    — T. Accounts Handout~
    — Overtime Exclusion Worksheet (link) TY25
    — Tip Exclusion – Employee Worksheet (link) TY25
    — Tip Exclusion – Self-employed Worksheet (link) TY25
  5. Qualifying Child or Relative Tool TY23^
    — Child or Relative Tool Errata TY23^
  6. Sales Tax Worksheet (fillable) 11/24^
  7. Self-Employ Sched C Worksheet (link) TY25
Informational Links – IRS & NTTC
  1. IRS First Time Homebuyer Credit Lookup
  2. IRS Medicaid Waiver Payments Q & A’s
  3. IRS Tax Exempt Organization Search
  4. IRS Taxpayer Guide to Identity Theft
  5. NTTC Tax Prep Links^
  6. NTTC Tiny URLs List (link)^
  7. Post Secondary Institutions Accreditations
Other States / STAP
  1. AZ STAP Policy v2 TY25
  2. Participating States & Intake Sheets
  3. STAP Usage Links
Cactus Guide, Scope, Manuals

  1. Cactus Guide TY25^ (2.1.26)
  2. NTTC Scope Manual (link)^
    — Scope Differences (link)^
    — Scope (slides) TY24^
  3. Pub 17 – Your Federal Income Tax
  4. Pub 4012 (link)^
  5. Pub 4299 – Privacy, Confidentiality, and Civil Rights
  6. Pub 4491 TY22 — Training Guide