Tax Site Resources
Back Taxes
ID.me Resources
IRS Transcripts
MD Transcripts
Back Tax Training
- Slides
- Recording (coming soon)
Site Manager Tools
Need Support?
- TaxSlayer Volunteer Support: 800-421-6346 or email support@vita.taxslayerpro.com
- IRS Taxpayer Service: 800-829-1040
- Comptroller of Maryland: 800-638-2937 (800-MDTAXES)
- IRS E-File Help Desk: 866-255-0654
- Comptroller of Maryland – Practitioners Line: 410-260-7424
- Reach out to CASH staff! Find contact info here.
Site Manager Tools
- TaxSlayer Log-In
- VITA/TCE Blog
- IRS Site Coordinator Corner
- CASH Site Manager Manual
- Common Reject Codes Explained
- Volunteer Sign-In Template
- Name Tag Template
- Customer Portal: How To Send Return to Clients
- Customer Portal: How to Sign (Client-facing)
- Signature & Consent Form Explainer
- Sample Hold Form
- Return Not Filed Letter (Template)
- CASH Tax Prep Checklist
- Preparing for Interactions with ICE
- Referring Clients for ITIN Applications – NEW!
- Mailing Labels – IRS No Payment
- Mailing Labels – IRS with Payment
- Mailing Labels – MD No Payment
- Mailing Labels – MD with Payment
Client Hand-Outs
- Direct Deposit One-Pager (Spanish) – NEW!
- Update Bank Account Info One-Pager – NEW!
- Payment Options One-Pager (Spanish)
- Out-of-Scope Referrals One-Pager (Spanish)
- CASH FSA Flyer (Spanish)
- W-4 How-To One-Pager (Spanish)
- How to Purchase a Savings Bond (Spanish)
- Trump Accounts One-Pager (Spanish) – NEW
- ITIN Risks One-Pager (Spanish)
- Return Rejected: Missing IP PIN
- Return Rejected: Missing 1095-A
Over-the-Phone Interpretation (OPI) Services
To utilize OPI, site managers must review the OPI training and pass the OPI Certification on Link & Learn.
To access the certification, go to My Account in Link & Learn and answer “Yes” for “Do you want to take SPEC OPI Training?”
Tax Law Resources
Tax Basics
Self-Employment & Schedule C
Retirement Income
Education Benefits
Sch. 1-A Deductions
- “No Tax on Tips”
- “No Tax on Overtime”
- Qualified Overtime Worksheet
- FLSA Info for Other Professions
- “No Tax on Car Loan Interest”
- Qualified Car Loan Interest Worksheet
- VIN Look-Up (to confirm assembly in U.S.)
Maryland Return Resources
- MD Instruction Booklet
- What’s New for TY2025?
- Homeowner’s Property Tax Credit Calculator
- Renter’s Tax Credit Calculator
- Need to get back withholding from the wrong state?
Help a Client...
Find Missing Documents
- Clients can order a transcript of a year’s tax documents directly from the IRS.
- Need an ID.me account? Check out this guide.
- Missing Form 1095-A for Marketplace Health Insurance?
- Call 1-855-642-8572 or help the client log-in at https://www.marylandhealthconnection.gov/
- “I’m a volunteer with the IRS’ Volunteer Income Tax Assistance program. I’m with a taxpayer who does not have 1095-A information. I give them the phone, and they authorize you to talk to me, can I get your help with those numbers so I can finish the tax return?”
Set Up a Payment Plan
Adjust Their Withholding
Track Their Refund
Find or get an IP PIN
Mailing Paper Returns
Federal IRS Addresses
Taxpayers who must paper file their return mail their returns to:
No Payment Enclosed – Department of the Treasury
Internal Revenue Service
Kansas City, MO 64999-0002
Payment Enclosed –
IRS
PO Box 931000
Louisville, KY 40293-1000
Maryland Return Resources
Taxpayers who must paper file their return mail their state returns to:
No Payment Enclosed –
Comptroller of Maryland
Taxpayer Service Section
110 Carroll Street
Annapolis, MD 21411
Payment Enclosed –
Payment Processing
PO Box 8888
Annapolis, MD 21401-8888
Out of Scope Tax Issues
Client Resource: Out of Scope Referral One-Pager
Clients who are out of scope can use CASH’s Facilitated Self Assistance program (income under $89,000) to complete their taxes on your own with optional assistance from CASH staff: https://cashmd.org/prepare-your-own-taxes/
If a client’s income is above the VITA maximum of $69,000, they can file on their own using:
- MyFreeTaxes (income under $89,000)
- Cash App Taxes (any income)
AARP TaxAide does not have an income limit. Find a site here.
If a client’s return contains out of scope tax issues, they can utilize a free option above or Find a Registered Tax Preparer.
International scholars and students can find information about free tax prep at https://www.nrvtap.com/
Members of the military can find information about free tax prep at Military One Source.
If a client has a tax issue that they cannot solve, they can contact the Taxpayer Advocate Service. They can access help online or call 877-777-4778.
If a client needs legal help with a tax issue, including legal representation or help with insolvency/cancelled debt, they can contact the Low-Income Tax Clinic (LITC) at Maryland Volunteer Legal Service (MVLS).
If a client needs to obtain or renew an ITIN, share this information with them and refer them using this process.