EMPLOYERS
Why get involved?

1. Save your employees $100 to $300 in tax preparation and refund anticipation loan fees
2. You can take credit for sponsoring an additional employee benefit without actual cost—you simply inform employees of free service
3. Your employees can get most refunds within 7 to 10 days using direct deposit at no cost to them

Employer roles:

1. Provide W-2 stuffers--Example of a W-2 stuffer. You may print these double-sided and insert in W-2 envelopes, or develop your own.
2. Post flier or poster explaining free tax prep

EMPLOYEES
Who provides volunteer income tax preparation?

• Churches
• Nonprofit Organizations
• Community Development Centers
• AARP

Who qualifies?

Toll-free number to call for local free tax preparation site 877-NC4-EITC Search for free sites online: http://www.eitc-carolinas.org/ or https://locator.aarp.org/vmis/sites/tax_aide_locator.jsp

What to bring:

• Must bring photo identification
• Social Security Cards for you, your spouse and dependents
• Birth Dates for primary, secondary and dependents on the tax return
• Current year’s tax package if you received one
• Wage and earning statement(s) Form W-2, W-2G, 1099-R, from all employers
• Interest and dividend statements from banks (Forms 1099)
• A copy of last year’s Federal and State returns if available
• Bank Routing Numbers and Account Numbers for Direct Deposit
• Other relevant information about income and expenses
• Total Paid for Day Care and provider's Identifying number
• To file taxes electronically on a married filing joint tax return, both spouses must be present to sign the required forms.

Fiscal Progress offers free electronic income tax preparation and filing from IRS-trained volunteers. Contact: ken@waketax.org, or call 719-1748.