Volunteer Income Tax Assistance (VITA) & Tax ... - irs.gov · logo Publication 5176-A (7-2014)...

Volunteer Income Tax Assistance (VITA) & Tax Counseling for the Elderly (TCE)

Template Toolkit

Thumbnails & Instructions Volunteer

Free Tax Preparation

P 5176-BTax Preparation VITA/TCE

P 5176Thumbnails and Instructions

P 5176-AVolunteer

P 5176-CTax Preparation Self-Help

P 5176-DTax Preparation VITA & Self-Help


Template Toolkit





P 5176-AVolunteer




Template Toolkit





P 5176-AVolunteer



Volunteer Income Tax Assitance (VITA) & Tax Counseling for the Elderly (TCE)

Template ToolkitVolunteer Free Tax Preparation

P 5176-BTax Preparation VITA/TCEP 5176-AVolunteer

InstructionsP 5176


P 5176-ETax Preparation VITA & Self-Help

VolunteerLearn valuable skills, then share those skills with your community while volunteering a few hours a week to help prepare tax returns

Volunteer Income Tax Assitance (VITA) & Tax Counseling for the Elderly (TCE) insert logo

Your help is needed! Make a difference while learning and volunteering The Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) programs are looking for volunteers who are interested in sharing their skills, talent and knowledge along with thousands of other Americans giving back to their communities while volunteering to prepare tax returns.As a volunteer, you will interact with people who need help preparing their tax returns at no cost to them. We need volunteers to serve as Instructors, Site Coordinators and Tax Preparers. If preparing taxes is not your ideal volunteer assignment we still have a place for you. We also need Greeter/Screeners, Computer specialist and Interpreters.

You tell us:How much time you can giveYour current computer skills Your current tax law knowledgeYour desired volunteer position We will provide:Free tax law training E-file Software trainingAdministrative supportA great volunteer experienceIRS PartnerInterested? Contact us today! Find more details on becoming a VITA/TCE Volunteer at: http://www.irs.gov/Individuals/IRS-Tax-Volunteers



Your help is needed! Make a difference while learning and volunteering The Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) programs are looking for volunteers who are interested in sharing their skills, talent and knowledge along with thousands of other Americans giving back to their communities while volunteering to prepare tax returns.As a volunteer, you will interact with people who need help preparing their tax returns at no cost to them. We need volunteers to serve as Instructors, Site Coordinators and Tax Preparers. If preparing taxes is not your ideal volunteer assignment we still have a place for you. We also need Greeter/Screeners, Computer specialist and Interpreters.

You tell us:How much time you can giveYour current computer skills Your current tax law knowledgeYour desired volunteer position We will provide:Free tax law training E-file Software trainingAdministrative supportA great volunteer experienceIRS PartnerInterested? Contact us today! Find more details on becoming a VITA/TCE Volunteer at: http://www.irs.gov/Individuals/IRS-Tax-Volunteers

Free tax help may be closer than you thinkFree TaxPreparation


VITA/TCE

One-on-one Tax Return Preparation Services (VITA/TCE)Each year the Volunteer Income Tax Assistance (VITA) and the Tax Counseling for the Elderly (TCE) programs offers free face-to-face tax help to people with low-to-moderate income. IRS-certified volunteers provide this free service with electronic filing to all people who qualify. All you have to do is bring your documentation and we’ll do the rest. Plan to come see us now. We will be glad to assist you with your tax preparation needs. You may also get more details from IRS on the VITA and TCE programs by going to www.irs.gov and typing the word VITA in the search engine and clicking on “Free tax return preparation for you by volunteers.” Before visiting a VITA or TCE site, see Publication 3676-B for services provided. IRS Partner

What to Bring Check ListProof of identification (photo ID) Social Security cards or Individual Taxpayer Indentification notices/cards for you, your spouse, and/or dependents Proof of foreign status, if applying for an ITIN Birth dates for all on the tax return For married filing joint, both spouses must be presentAll Forms W-2 and 1099s Interest and dividend statements from banks (Forms 1099) A copy of last year’s federal and state returns Proof of financial account numbers for direct deposit of refund (e.g. voided check) Total paid to daycare provider and their tax ID

Free tax help may be closer than you think

logo logologo

Free TaxPreparation


logo

insert logo

VITA/TCE



Free tax help may be closer than you thinkFree TaxPreparation


VITA/TCE



A chance to e-file your tax return yourself for FreeFree TaxPreparation


Self-Help (Facilitated Self Assistance)

File your taxes Yourself for FreeIf you are a low-to-moderate income taxpayer with a simple tax return and just need a little help or you do not have access to a computer, we can offer an IRS-certified volunteer to guide you through the process and provide access to a computer.All you have to do is bring your documentation into a FREE tax preparation site and we’ll get you started, answer your questions and help you file your own tax return. You’ll have access to free tax software that will help build your confidence in preparing your own return.Check out the benefits of preparing your own return: Free tax preparation and e-filing of federal and state return Use of brand-name interview-based software for accurate filingGet to use your existing computer skills Assistance from IRS-certified volunteers as neededReduced wait time for face-face tax prep Increased education and understanding about your tax returnBuilds your confidence to file without assistance

IRS Partner

What to Bring Check ListProof of identification (photo ID) Social Security cards or Individual Taxpayer Indentification notices/cards for you, your spouse, and/or dependents Proof of foreign status, if applying for an ITIN Birth dates for all on the tax return For married filing joint, both spouses must be presentAll Forms W-2 and 1099s Interest and dividend statements from banks (Forms 1099) A copy of last year’s federal and state returns Proof of financial account numbers for direct deposit of refund (e.g. voided check) Total paid to daycare provider and their tax ID So, come and give us a visit, we will be glad to assist you with your tax preparation needs. You may also get more details on the VITA and TCE programs by going to www.irs.gov and typing the word VITA in the search engine and clicking on “Free tax return preparation for you by volunteers.” Before visiting a VITA or TCE site, see Publication 3676-B for services provided.



Self-Help (Facilitated Self Assistance)IRS Partner

File your taxes Yourself for FreeIf you are a low-to-moderate income taxpayer with a simple tax return and just need a little help or you do not have access to a computer, we can offer an IRS-certified volunteer to guide you through the process and provide access to a computer.All you have to do is bring your documentation into a FREE tax preparation site and we’ll get you started, answer your questions and help you file your own tax return. You’ll have access to free tax software that will help build your confidence in preparing your own return.Check out the benefits of preparing your own return: Free tax preparation and e-filing of federal and state return Use of brand-name interview-based software for accurate filingGet to use your existing computer skills Assistance from IRS-certified volunteers as neededReduced wait time for face-face tax prep Increased education and understanding about your tax returnBuilds your confidence to file without assistance

What to Bring Check ListProof of identification (photo ID) Social Security cards or Individual Taxpayer Indentification notices/cards for you, your spouse, and/or dependents Proof of foreign status, if applying for an ITIN Birth dates for all on the tax return For married filing joint, both spouses must be presentAll Forms W-2 and 1099s Interest and dividend statements from banks (Forms 1099) A copy of last year’s federal and state returns Proof of financial account numbers for direct deposit of refund (e.g. voided check) Total paid to daycare provider and their tax ID So, come and give us a visit, we will be glad to assist you with your tax preparation needs. You may also get more details on the VITA and TCE programs by going to www.irs.gov and typing the word VITA in the search engine and clicking on “Free tax return preparation for you by volunteers.”

Free Tax help options now available Free TaxPreparation


VITA/TCE & Self-Help (Facilitated Self Assistance)

You choose: One-on-one Tax Return Preparation or Self-Help ServicesEach year the Volunteer Income Tax Assistance (VITA) and the Tax Counseling for the Elderly (TCE) programs offers free tax help to people with low-to-moderate income. You can now choose if you want one-on-one assistance or if you want to do it yourself with available assistance near by to help you if needed. No matter which service you choose an IRS-certified volunteer will be available to provide this free service with electronic filing to all people who qualify. If you choose: Face-to-face, all you have to do is bring your documentation and we’ll do the rest. Do it yourself, all you have to do is bring your documentation and we’ll get you started, answer your questions and help you file your own tax return. You’ll have access to free tax software that will build your confidence in preparing your own return.

IRS Partner




VITA/TCE & Self-Help (Facilitated Self Assistance)IRS Partner

You choose: One-on-one Tax Return Preparation or Self-Help ServicesEach year the Volunteer Income Tax Assistance (VITA) and the Tax Counseling for the Elderly (TCE) programs offers free tax help to people with low-to-moderate income. You can now choose if you want one-on-one assistance or if you want to do it yourself with available assistance near by to help you if needed. No matter which service you choose an IRS-certified volunteer will be available to provide this free service with electronic filing to all people who qualify. If you choose: Face-to-face, all you have to do is bring your documentation and we’ll do the rest. Do it yourself, all you have to do is bring your documentation and we’ll get you started, answer your questions and help you file your own tax return. You’ll have access to free tax software that will build your confidence in preparing your own return.


PArTnEr

DRAFT



Publication 5176-A (7-2014) Catalog Number 67009A Department of the Treasury Internal Revenue Service www.irs.gov

Your help is needed! Make a difference while learning and volunteering

The Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) programs are looking for volunteers who are interested in sharing their skills, talent and knowledge along with thousands of other Americans giving back to their communities while volunteering to prepare tax returns.

As a volunteer, you will interact with people who need help preparing their tax returns at no cost to them. We need volunteers to serve as Instructors, Site Coordinators and Tax Preparers. If preparing taxes is not your ideal volunteer assignment we still have a place for you. We also need Greeter/Screeners, Computer specialist and Interpreters.

You tell us:■■ How much time you can give

■■ Your current computer skills

■■ Your current tax law knowledge

■■ Your desired volunteer position

We will provide:■■ Free tax law training

■■ E-file Software training

■■ Administrative support

■■ A great volunteer experience

IRS Partner

Interested? Contact us today! Find more details on becoming a VITA/TCE Volunteer at: http://www.irs.gov/Individuals/IRS-Tax-Volunteers


Free TaxPreparation


VITA/TCE

One-on-one Tax Return Preparation Services (VITA/TCE)Each year the Volunteer Income Tax Assistance (VITA) and the Tax Counseling for the Elderly (TCE) programs offers free face-to-face tax help to people with low-to-moderate income. IRS-certified volunteers provide this free service with electronic filing to all people who qualify. All you have to do is bring your documentation and we’ll do the rest.

Plan to come see us now. We will be glad to assist you with your tax preparation needs. You may also get more details from IRS on the VITA and TCE programs by going to www.irs.gov and typing the word VITA in the search engine and clicking on “Free tax return preparation for you by volunteers.”

Before visiting a VITA or TCE site, see Publication 3676-B for services provided.

IRS Partner

What to Bring Check List■■ Proof of identification (photo ID)

■■ Social Security cards or Individual Taxpayer Indentification notices/cards for you, your spouse, and/or dependents

■■ Proof of foreign status, if applying for an ITIN

■■ Birth dates for all on the tax return

■■ For married filing joint, both spouses must be present

■■ All Forms W-2 and 1099s

■■ Interest and dividend statements from banks (Forms 1099)

■■ A copy of last year’s federal and state returns

■■ Proof of financial account numbers for direct deposit of refund (e.g. voided check)

■■ Total paid to daycare provider and their tax ID

Publication 5176-B (7-2014) Catalog Number 67010Q Department of the Treasury Internal Revenue Service www.irs.gov


logo logo

logo

Free TaxPreparation


logo

insert logo

VITA/TCE




IRS Partner












A chance to e-file your tax return yourself for Free

Free TaxPreparation



File your taxes Yourself for FreeIf you are a low-to-moderate income taxpayer with a simple tax return and just need a little help or you do not have access to a computer, we can offer an IRS-certified volunteer to guide you through the process and provide access to a computer.

All you have to do is bring your documentation into a FREE tax preparation site and we’ll get you started, answer your questions and help you file your own tax return. You’ll have access to free tax software that will help build your confidence in preparing your own return.

Check out the benefits of preparing your own return:■■ Free tax preparation and e-filing of federal and state return■■ Use of brand-name interview-based software for accurate filing■■ Get to use your existing computer skills■■ Assistance from IRS-certified volunteers as needed■■ Reduced wait time for face-face tax prep■■ Increased education and understanding about your tax return■■ Builds your confidence to file without assistance

IRS Partner

What to Bring Check List■■ Proof of identification (photo ID) ■■ Social Security cards or Individual Taxpayer Indentification notices/cards for you, your spouse, and/or dependents ■■ Proof of foreign status, if applying for an ITIN ■■ Birth dates for all on the tax return ■■ For married filing joint, both spouses must be present■■ All Forms W-2 and 1099s■■ Interest and dividend statements from banks (Forms 1099) ■■ A copy of last year’s federal and state returns■■ Proof of financial account numbers for direct deposit of refund (e.g. voided check) ■■ Total paid to daycare provider and their tax ID

Publication 5176-C (7-2014) Catalog Number 67011B Department of the Treasury Internal Revenue Service www.irs.gov

So, come and give us a visit, we will be glad to assist you with your tax preparation needs. You may also get more details on the VITA and TCE programs by going to www.irs.gov and typing the word VITA in the search engine and clicking on “Free tax return preparation for you by volunteers.”



Free TaxPreparation


logo logo

logo logo

insert logo


IRS Partner



Check out the benefits of preparing your own return:■■ Free tax preparation and e-filing of federal and state return■■ Use of brand-name interview-based software for accurate filing■■ Get to use your existing computer skills■■ Assistance from IRS-certified volunteers as needed■■ Reduced wait time for face-face tax prep■■ Increased education and understanding about your tax return■■ Builds your confidence to file without assistance

What to Bring Check List■■ Proof of identification (photo ID) ■■ Social Security cards or Individual Taxpayer Indentification notices/cards for you, your spouse, and/or dependents ■■ Proof of foreign status, if applying for an ITIN ■■ Birth dates for all on the tax return ■■ For married filing joint, both spouses must be present■■ All Forms W-2 and 1099s■■ Interest and dividend statements from banks (Forms 1099) ■■ A copy of last year’s federal and state returns■■ Proof of financial account numbers for direct deposit of refund (e.g. voided check) ■■ Total paid to daycare provider and their tax ID




PArTnEr

DRAFT

The templates in this toolkit have been created for official partners of the IRS to use as part of their outreach products, in support of IRS tax return preparation assistance. To keep IRS information consistent and official we ask that you use these templates as part of your marketing of the VITA and TCE programs. The customizable templates can be used to assist with recruiting volunteers for sites and bring awareness to the availability of the services in the community.

Template InstructionsPArTnEr


How to use these templates

VITA/TCE Template Approval ProcessEach template used must be reviewed and approved by the IRS. To acquire theses templates, the partner must contact their SPEC relationship manager (RM). Once the partner information is inserted into the template, the template must be returned to the RM for approval. The RM will ensure the information goes through the IRS approval process as quickly as possible. Once approved, any additional changes to the template must be returned to the RM for additional approval.

VITA/TCE Microsoft Word Template UsageFont Styles and Format

❯ Please do not alter the font family, font sizes, or font styles. Use them as set up in the template pre-sets styles.

❯ Use the font Helvetica as set up in the template pre-set styles. If Helvetica is not on your system Arial should be the substitute.

❯ Each template contains styles for your use in format-ting the text according to the design. The included text styles should be used for hierarchy within the docu-ment. To locate available text formats, use the “Format-

ting Palette” and use styles named with “IRS Template”.

Colors (If color printing is available)

❯ All colors used are approved IRS colors established in the IRS Design Standards and Guidelines. Please do not alter or add new colors.

❯ All external products should utilize the primary IRS blue color pairing of PMS 301C and Process Cyan.

Product ID

For each new use or change in content please update the date in the product id at the bottom of the template to the current month and year of the revision. For example: 9-2014 for the first edition and for revisions: Rev. 9-2015

Inserting Logos

Triple click the text in the area for adding new logos. Go to the Menu under Insert > Photo from file and navigate to your logo. When placed, the logo should be no larger that the IRS logo.

Copy & Paste

When copying and pasting previously formatted text into the templates over the placeholder text, please use the Paste Special command on the menu under Edit>Paste Special and choose “unformatted text”. This will allow the placed text to reflect the text styles present within the template.

Saving - MS Word

Make sure to uncheck Save with Picture Preview option under Preferences or Document Options - this prevents the file from bloating when you add your content

Printing - MS Word

Some templates may show an error message regarding margins when sending to print. Click ok and proceed to print. The tem-plates have been created to allow for most printer margins.

For other information on VITA/TCE support go to: http://www.irs.gov/Individuals/Partner-and-Volunteer-Resource-Center

DRAFT

Publication xxxx (x-2014) Catalog Number xxxxxx Department of the Treasury Internal Revenue Service www.irs.gov



insert logo


Your help is needed! Make a difference while learning and volunteering

The Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) programs are looking for volunteers who are interested in sharing their skills, talent and knowledge along with thousands of other Americans giving back to their communities while volunteering to prepare tax returns.

As a volunteer, you will interact with people who need help preparing their tax returns at no cost to them. We need volunteers to serve as Instructors, Site Coordinators and Tax Preparers. If preparing taxes is not your ideal volunteer assignment we still have a place for you. We also need Greeter/Screeners, Computer specialist and Interpreters.

You tell us:■■ How much time you can give

■■ Your current computer skills

■■ Your current tax law knowledge

■■ Your desired volunteer position

We will provide:■■ Free tax law training

■■ E-file Software training

■■ Administrative support

■■ A great volunteer experience

IRS Partner

Interested? Contact us today! Find more details on becoming a VITA/TCE Volunteer at: http://www.irs.gov/Individuals/IRS-Tax-Volunteers


Free TaxPreparation


insert logo

VITA/TCE




IRS Partner













logo logo

logo

Free TaxPreparation


logo

insert logo

VITA/TCE




IRS Partner













Free TaxPreparation


insert logo




Check out the benefits of preparing your own return:■■ Free tax preparation and e-filing of federal and state return

■■ Use of brand-name interview-based software for accurate filing

■■ Get to use your existing computer skills

■■ Assistance from IRS-certified volunteers as needed

■■ Reduced wait time for face-face tax prep

■■ Increased education and understanding about your tax return

■■ Builds your confidence to file without assistance

IRS Partner















Free TaxPreparation


logo logo

logo logo

insert logo


IRS Partner



Check out the benefits of preparing your own return:■■ Free tax preparation and e-filing of federal and state return

■■ Use of brand-name interview-based software for accurate filing

■■ Get to use your existing computer skills

■■ Assistance from IRS-certified volunteers as needed

■■ Reduced wait time for face-face tax prep

■■ Increased education and understanding about your tax return

■■ Builds your confidence to file without assistance














Free Tax help options now available

Free TaxPreparation


insert logo


You choose: One-on-one Tax Return Preparation or Self-Help ServicesEach year the Volunteer Income Tax Assistance (VITA) and the Tax Counseling for

the Elderly (TCE) programs offers free tax help to people with low-to-moderate

income. You can now choose if you want one-on-one assistance or if you want to

do it yourself with available assistance near by to help you if needed.

No matter which service you choose an IRS-certified volunteer will be available

to provide this free service with electronic filing to all people who qualify. If you

choose:

■■ Face-to-face, all you have to do is bring your documentation and we’ll do the rest.

■■ Do it yourself, all you have to do is bring your documentation and we’ll get you started, answer your questions and help you file your own tax return. You’ll have access to free tax software that will build your confidence in preparing your own return.

IRS Partner











Publication 5176-E (7-2014) Catalog Number 67013X Department of the Treasury Internal Revenue Service www.irs.gov




Free TaxPreparation


logo logo

logo logo

insert logo


IRS Partner

Publication 5176-E (7-2014) Catalog Number 67013X Department of the Treasury Internal Revenue Service www.irs.gov

You choose: One-on-one Tax Return Preparation or Self-Help ServicesEach year the Volunteer Income Tax Assistance (VITA) and the Tax Counseling for

the Elderly (TCE) programs offers free tax help to people with low-to-moderate

income. You can now choose if you want one-on-one assistance or if you want to

do it yourself with available assistance near by to help you if needed.

No matter which service you choose an IRS-certified volunteer will be available

to provide this free service with electronic filing to all people who qualify. If you

choose:

■■ Face-to-face, all you have to do is bring your documentation and we’ll do the rest.

■■ Do it yourself, all you have to do is bring your documentation and we’ll get you started, answer your questions and help you file your own tax return. You’ll have access to free tax software that will build your confidence in preparing your own return.













PARTNER

DRAFT

The templates in this toolkit have been created for official partners of the IRS to use as part of their outreach products, in support of IRS tax return preparation assistance. To keep IRS information consistent and official, we ask that you use these templates as part of your marketing of the VITA and TCE programs. The customizable templates can be used to assist with recruiting volunteers for sites and bring awareness to the availability of the services in the community.

Template InstructionsPARTNER



Font Styles and Format

❯ Please do not alter the font family, font sizes or font styles. Use them as set up in the template pre-sets styles.

❯ Use the font Helvetica as set up in the template pre-set styles. If Helvetica is not on your system, Arial should be the substitute.

❯ Each template contains styles for your use in format-ting the text according to the design. The included text styles should be used for hierarchy within the document. To locate available text formats, use the “Formatting

Palette” and use styles named with “IRS Template”.



❯ All IRS products should use the pairing of PMS 301C and Process Cyan (included in the template).

Product ID

For each new use or change in content, please update the date in the product ID (at the bottom of the template) to the

current month and year of the revision. For example: 9-2014 for the first edition and for all revisions: Rev. 9-2015

Inserting Logos

Triple click the text in the area for adding new logos. Go to the Menu under Insert > Photo from file and navigate to your logo. When placed, the logo should be no larger than the IRS logo.

Copy & Paste

When copying and pasting previously formatted text into the template placeholder text, please use the Paste Special command on the menu under Edit>Paste Special and choose unformatted text. This will allow the placed text to reflect the text styles present within the template.

Saving - MS Word

Make sure to uncheck Save with Picture Preview option under Preferences or Document Options - this prevents the file from bloating when you add your content.

Printing - MS Word

Some templates may show an error message regarding margins when sending to print. Click OK and proceed to print. The templates have been created to allow for most printer margins.


DRAFT

Publication 5176 (11-2014) Catalog Number 67008E Department of the Treasury Internal Revenue Service www.irs.gov

Any use of these materials listed on this toolkit, including reproduction, modification, distribution or republication without the prior written consent of IRS is strictly prohibited (Approval through your IRS contact fills this requirement).

The materials in this toolkit are supplied by the IRS for the marketing of the VITA and TCE programs. IRS must review and provide a written approval of all customized products using the IRS logo and these templates.

VITA/TCE Template Approval ProcessEach template used must be reviewed and approved by the IRS. To acquire theses templates, the partner must contact their SPEC relationship manager (RM). Once the partner information is inserted into the template, the template must be returned to the RM for approval. The RM will ensure the information goes through the IRS approval process as quickly as possible. Once approved, any additional changes to the template must be returned to the RM for additional approval. This process must be completed each filing season to ensure you are using the most up to date product(s).

VITA/TCE Microsoft Word Template Usage

1

Customize this section to add: Organization or contact name, site address, hours of operation, phone number

Triple click this text to insert logo

(or delete)

2

Other information or directions


(Please use the text below to show the volunteer roles needed at your site. If your needs differ from what is shown, please make the appropriate changes. (Delete these instructions)

We need volunteers to serve as instructors, Site/Local Coordinator and Tax Preparers. If preparing taxes is not your ideal volunteer assignment we still have a place for you. We also need Greeters/Screeners, Computer Specialists and Interpreters.

To explore these available volunteer roles/positions, visit http://www.irs.gov/Individuals/Choose-Your-Tax-Volunteer-Role.


Select this text to insert logo (or

delete)


1


2




delete)


Select text and

insert logo

Select text and

insert logo

Select text and

insert logo

Select text and

insert logo


delete)


1


2




delete)


Select text and

insert logo

Select text and

insert logo

Select text and

insert logo

Select text and

insert logo


delete)

Publication 5176-D (11-2014) Catalog Number 67012M Department of the Treasury Internal Revenue Service www.irs.gov

1


2




delete)

Publication 5176-D (11-2014) Catalog Number 67012M Department of the Treasury Internal Revenue Service www.irs.gov

Select text and

insert logo

Select text and

insert logo

Select text and

insert logo

Select text and

insert logo

PArTnEr

The templates in this toolkit have been created for official partners of the IRS to use as part of their outreach products, in support of IRS tax return preparation assistance. To keep IRS information consistent and official, we ask that you use these templates as part of your marketing of the VITA and TCE programs. The customizable templates can be used to assist with recruiting volunteers for sites and bring awareness to the availability of the services in the community.

Template InstructionsPArTnEr



Font Styles and Format

❯ Please do not alter the font family, font sizes or font styles. Use them as set up in the template pre-sets styles.

❯ Use the font Helvetica as set up in the template pre-set styles. If Helvetica is not on your system, Arial should be the substitute.

❯ Each template contains styles for your use in format-ting the text according to the design. The included text styles should be used for hierarchy within the document. To locate available text formats, use the “Formatting

Palette” and use styles named with “IRS Template”.



❯ All IRS products should use the pairing of PMS 301C and Process Cyan (included in the template).

Product ID

For each new use or change in content, please update the date in the product ID (at the bottom of the template) to the

current month and year of the revision. For example: 9-2014 for the first edition and for all revisions: Rev. 9-2015

Inserting Logos

Triple click the text (select) in the area for adding new logos. Go to the Menu under Insert > Photo from file and navigate to your logo. When placed, the logo should be no larger than the IRS logo.

Copy & Paste

When copying and pasting previously formatted text into the template placeholder text, please use the Paste Special command on the menu under Edit>Paste Special and choose unformatted text. This will allow the placed text to reflect the text styles present within the template.

Saving - MS Word

Make sure to uncheck Save with Picture Preview option under Preferences or Document Options - this prevents the file from bloating when you add your content.

Printing - MS Word

Some templates may show an error message regarding margins when sending to print. Click OK and proceed to print. The templates have been created to allow for most printer margins.


Publication 5176 (11-2014) Catalog Number 67008E Department of the Treasury Internal Revenue Service www.irs.gov

Any use of these materials listed on this toolkit, including reproduction, modification, distribution or republication without the prior written consent of IRS is strictly prohibited (Approval through your IRS contact fills this requirement).

The materials in this toolkit are supplied by the IRS for the marketing of the VITA and TCE programs. IRS must review and provide a written approval of all customized products using the IRS logo and these templates.

VITA/TCE Template Approval ProcessEach template used must be reviewed and approved by the IRS. To acquire theses templates, the partner must contact their SPEC relationship manager (RM). Once the partner information is inserted into the template, the template must be returned to the RM for approval. The RM will ensure the information goes through the IRS approval process as quickly as possible. Once approved, any additional changes to the template must be returned to the RM for additional approval. This process must be completed each filing season to ensure you are using the most up to date product(s).

VITA/TCE Microsoft Word Template Usage

Volunteer Income Tax Assistance (VITA) & Tax ... - irs.gov · logo Publication 5176-A (7-2014)...

Documents

Transcript of Volunteer Income Tax Assistance (VITA) & Tax ... - irs.gov · logo Publication 5176-A (7-2014)...