Printable Tax Checklists and Organizers
What to Bring when you come to a Free Tax Site.
A Special Organizer for Independent Contractors and the Self-Employed. Please note: AARP Tax-Aide sites can only do taxes for very basic self-employment and independent contractors under circumstances. See the document for more details.
Resources for Tax Sites
ITIN Procedures from Catholic Charities Here are procedures to follow at your tax site when helping taxpayers who will be, or are in the process of submitting an ITIN application for themselves, their spouse, or any dependent.
Helping Taxpayers with ITIN Numbers
Some taxpayers do not have Social Security Numbers and use an Individual Taxpayer Identification Number to file their tax returns. Many of these taxpayers are immigrants. This video gives you a short introduction to the issues involved with helping taxpayers who have ITIN numbers! This video was produced in partnership with the Low Income Taxpayer Clinic at Catholic Charities’ El Programa Hispano in Gresham, Oregon.
Step by step guide to doing Amended returns in TaxWise, courtesy of Jeff Malmquist at the Lloyd Center Tax-Aide site.
Key things to remember when doing Oregon returns, courtesy of Jeff Malmquist at the Lloyd Center Tax-Aide site.
Everything you need to know about extensions, and when they are and aren't useful! Courtesy of Jeff Malmquist at the Lloyd Center Tax-Aide site.
Tips on when non-citizens are and aren't out of AARP Tax-Aide Scope, courtesy of Jeff Malmquist at the Lloyd Center Tax-Aide site.
If your taxpayer is filing a Sch. C and lives in an area with Tri-Met Service in Multnomah, Washington, or Clackamas counties, they may be subject to Tri-Met Tax. If they live in Portland, they may be subject to the City's business tax. Both of these are out of scope for AARP Tax-Aide, but here is some useful information you can give them, courtesy of Jeff Malmquist at the Lloyd Center Tax-Aide site.
2013 IRS Spanish Tax Glossary
2013 Catholic Charities Essential Spanish Vocabulary
2013 IRS Cantonese Chinese Tax Glossary
2013 IRS Korean Tax Glossary
2013 IRS Mandarin Chinese Tax Glossary
2013 IRS Russian Tax Glossary
2013 IRS Vietnamese Tax Glossary
Periodically we will be adding to our list of resources. Check back often!