What is the virtual tax prep process? \ 0111· 1101111•011 m•1

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Thank you for choosing NMCAA!

This year we will continue to prepare tax returns virtually. Please read our process below

so you know what to expect every step of the way.

What is the virtual tax prep process? \ 0111· 1101111•011 m•1·,hi1, c,•1111•1•

Step 1 Gathering

documents

Step 2 Submitting

documents

Step 3 Preparing

return

Step 4 Review

and Filing

NMCAA

3963 Three Mile

Traverse City, MI

• Fill out all paperwork in your tax prep packet• Gather personal documents from the "Checklist"

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• Please do not send original personal documents as they will not

be retained or returned. Photo copies only_,_ This helps our

nonprofit reduce costs and ensure we can keep providing FREE

tax preparation to our valued clients.

• Email documents to [email protected]• Fax ATTN: TAX PROGRAM to (231) 947-4935• Mail to NMCM, ATTN: TAX PROGRAM 3963 Three Mile Rd.

Traverse City, MI 49686• DROP OFF to any of the tax prep locations listed below

• Your return will be prepared within 2 weeks.• If your tax preparer has questions, you will be contacted by

phone• Your tax return will then be quality reviewed• The completed return will be printed and mailed to your address

• You must review your copy of the return before filing. Verify

names, contact info, social security numbers, and bank account

numbers are correct.• Look at your expected refund or taxes owed• Call or email to give permission to file• Allow up to 21 days for refunds

NMCAA

2240 Mitchell Park Dr. Unit

A Petoskey, MI

NMCAA

1640 Marty Paul

Cadillac, MI

Checklist for Filing Your Tax Return Toll Free: (800)-632-7334

o Fill out Intake/Interview & Quality Review Sheet/ Pages 1- 4

o Signature for Participant Release of Liability Form

o Signature for Virtual VITA/TCE Taxpayer Consent form

o Copy of your Drivers License or State ID, and your spouse if applicable

o Copy of Social Security card for each member of your household

o Clients do NOT need to submit copies of their previous year's tax return. It isonly required on complex filings from a new client or any amended return.

o Copy of your W-2 forms from all jobs held in 2021o Copy of your Social Security statements/Disability Income

o Copy of your 1099 forms and proof of other income received:

o 1099-G forms (unemployment received)o 1099-R (pension income)o 1099-INT or DIV (interests and dividends)o 1099-MISC (self employment income)

o DHHS 2021 statements or letters, if you received assistance or provided day care

o Daycare expenses from 2021o Child support annual statements (Friend of the Court)

o Copy of your 1095-A form – If you purchased health insurance on the Marketplace

o Amount paid in rent in 2021, copy of lease with landlord’s name and address

o Copies of 2021 summer and winter property tax bills

o Copy of your Mortgage statements including form 1098

o Health Insurance Premiums paid, including: Medical, Dental, Vision, Prescription

o Medical portion of Auto Insurance (Personal Injury Protection)

o Home heating costs from Nov. 1, 2020 through Oct. 31, 2021o Form 1098-T (Student loan interest) &/or Form 1098-T (college tuition & fees)

o Account and bank routing numbers for direct deposit of a refund

o IRS or State notices received during 2021, if any

o IRS Letter 6419, 2021 Advance Child Tax Credit Paymentso IRS Letter 6475, Your Third Economic Impact Payment

Want to skip the paperwork? Go to getyourrefund.org/NMCAA and upload your documents to us directly!

Participant Release of Liability

As a participant in the Individual Tax Preparation Tax Return Program,

I hereby waive all claims, demands and causes of action of every nature arising from said participation in the above named program concerning me against NORTHWEST MICHIGAN COMMUNITY ACTION AGENCY, its agents, employees, officers, representatives and/or program funders or evaluators.

I affirm that all information and documentation concerning my 2021 Federal and Michigan Income Tax Returns and Credit Claims is truthful and accurate.

____________________________________ Printed Name of Participant

____________________________________ ________________________ Signature of Participant Date

____________________________________ Printed Name of Participant

____________________________________ ________________________ Signature of Participant Date

Catalog Number 60989A www.irs.gov Form 14446 (Rev. 11-2021)

Form 14446(November 2021)

Department of the Treasury - Internal Revenue Service

Virtual VITA/TCE Taxpayer ConsentThis form is required whenever the taxpayer’s tax return is completed and/or quality reviewed in a non-face-to-face environment. The site must explain to the taxpayer the process used to prepare the taxpayer’s return. If applicable, volunteers must advise taxpayers of the associated risk of transferring their data from one site location to another site.

Part I - To be completed by the VITA/TCE site:

Site name

Site address (street, city, state, zip code)

Site identification number (SIDN) Site coordinator name

Site contact name Site contact telephone number

This site is using the following Virtual VITA/TCE method(s) to prepare your tax return:

A. Drop Off Site: This site uses a drop off process which includes the site maintaining personal identifiable information (socialsecurity numbers, Form W-2, etc.) to prepare the tax return at the same site but at a later time. In this process, you will come backto the same site for the quality review and/or signing the completed tax return. The site must explain the method it uses tocontact you if additional information is needed.

B. Intake Site: This method includes the taxpayer leaving their personal identifiable information (social security numbers, Form W-2and other documents) at the site in order to prepare and/or quality review the tax return at another location. In this process, thetaxpayer’s tax return information may be sent to another location for one or more of the following reasons; interviewing thetaxpayer, preparing the tax return, or performing a quality review. The taxpayer may come back to the intake site for the qualityreview or to review and sign the completed tax return.

C. Return Preparation and/or Quality Review Only Site: This site may receive returns from one or more intake sites to prepareand/or quality review returns. This site generally does not take walk-in or appointments from other taxpayers in their location.

D. Combination Site: This site prepares returns for other permanent or temporary intake sites and assist walk in and appointmentonly taxpayers within their location.

E. 100% Virtual VITA/TCE Process: This method includes non face-to-face interactions with the taxpayer and any of the VITA/TCE volunteers during the intake, interview, return preparation, quality review, and signing the tax return. The site must explainthe process and consent. This includes the virtual procedures to send required documents (social security numbers, Form W-2and other documents) through a secured file sharing system to a designated volunteer for review.

Northwest Michigan Community Action Agency

3963 Three Mile Rd, Traverse City MI 49686

S42018021 Meg Havenga

Brittney Grzesiak 231-947-3780 ext 3

This form serves as a step by step explanation of our tax prep process. Please read this form in its entirety. Signatures are required in the highlighted fields. By signing this form you agree to and confirm you understand the process of our tax preparation.

-- NMCAA Tax Dept.

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Part II: The Sites Process:

Explain how each process will be followed to assist taxpayers remotely. How will the site manage:

1. Scheduling the appointment

2. Securing Taxpayer Consent Agreement

3. Performing the Intake Process (secure all documents)

4. Validating taxpayer's authentication (Reviewing photo identification & Social Security Cards/ITINS)

5. Performing the interview with the taxpayer(s)

6. Preparing the tax return

7. Performing the quality review

8. Sharing the completed return

9. Signing the return

10. E-filing the tax return

No in seat appointments. Taxpayer will call site contact number for required paperwork and document submission instructions.

To be signed by Taxpayer and submitted with all other supporting documents.

Taxpayer will select from available contact-free options of email, mail, fax or secured site drop off to submit tax documents.

Taxpayer must either provide photocopies of picture identifications/social security cards OR display cards for review at drop off.

Necessary interview questions will be performed by phone between the taxpayer and preparer.

Returns will be prepared by tax preparer, contacting the taxpayer by phone if questions arise or clarification is needed.

All tax returns will be quality peer reviewed by another tax preparer or site coordinator.

The completed return will be mailed or emailed to the Taxpayer for final review before filing.

Taxpayer will NOT need to provide a physical signature on their tax return. Taxpayer will provide verbal consent by phone or writtenconsent by email to approve filing of the tax return.

All tax returns will be E-filed in a timely manner upon receiving the Taxpayer(s) consent.

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Page three of this form will be maintained at the site with all other required documents.

Part III: Taxpayer Consents:

Request to Review your Tax Return for Accuracy:

To ensure you are receiving quality services and an accurately prepared tax return at the volunteer site, IRS employees randomly select free tax preparation sites for review. If errors are identified, the site will make the necessary corrections. IRS does not keep any personal information from your reviewed tax return and this allows them to rate our VITA/TCE return preparation programs for accurately prepared tax returns. If you do not wish to have your return included as part of the review process, it will not affect the services provided to you at this site. If the site preparing this return is selected, do you consent to having your return reviewed for accuracy, by an IRS employee?

Yes No

Virtual Consent Disclosure:

If you agree to have your tax return prepared and your tax documents handled in the above manner, your signature and/or agreement is required on this document. Signing this document means that you are agreeing to the procedures stated above for preparing a tax return for you. (If this is a Married Filing Joint return both spouses must sign and date this document.) If you chose not to sign this form, we may not be able to prepare your tax return using this process. Since we are preparing your tax return virtually, we have to secure your consent agreeing to this process. If you consent to use these non-IRS virtual systems to disclose or use your tax return information, Federal law may not protect your tax return information from further use or distribution in the event these systems are hacked or breached without our knowledge. If you agree to the disclosure of your tax return information, your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for one year from the date of signature. If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484, or by e-mail at [email protected]. While the IRS is responsible for providing oversight requirements to Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) programs, these sites are operated by IRS sponsored partners who manage IRS site operations requirements and volunteer ethical standards. In addition, the locations of these sites may not be in or on federal Property.

I am agreeing to use this site's Virtual VITA/TCE Process Yes No

Printed name

Date of birth Last four digits Social Security/ITIN number

Date Telephone number

Email address

Signature (electronic)

OR

Signature (type/print)

Printed name (spouse if married filing joint)



Email address

Signature (electronic)

OR


Printed name




(spouse if married filing joint)




CUSTOMER CONNECTION FORM

To better serve and connect you with as many programs as will fit your needs, please fill out form completely.

2/20

1. Y___N___ Are you currently homeless or at risk of becoming homeless?

*Call 844.900.0500 for immediate assistance*

2. Y___N___ Would you like information on making your home more energy efficient to lower your heating costs? [Weatherization] 3. Y___N___ Do you need help heating or energy bills? [Utilities Assistance] 4. Y___N___ Are you a homeowner whose home needs repairing?

If yes, what? _________________________________ [Housing Rehabilitation]

5. Y___N___ Would you like to have your taxes prepared for free? [Tax Preparation]

6. Y___N___ Do you have questions about the Home Heating Credit or the Earned Income Credits? [Tax Preparation]

7. Y___N___ Would you like to have help budgeting your money? [Budget Counseling/Workshops]

8. Y___N___ Would you like more information about our IDA Savings Account that helps you buy a home, go back to school, or start a business? [Budget Counseling/IDA]

9. Y___N___ Are you considering Bankruptcy education? [Pre/Post Bankruptcy Counseling]

10. Y___N___ Are you interested in learning about food assistance programs? [Food Programs]

11. Y___N___ Do you know someone who is homebound, 60+ years old, and unable to cook for

themselves, and would like meals delivered to their home? [Meals on Wheels]

12. Y___N___ Do you have trouble making your rent/mortgage payment on time each month? [Foreclosure Prevention/Housing Counseling]

13. Y___N___ Are you interested in learning about owning your own home? [Homeownership Couching/Workshops]

14. Y___N___ Are you in the process of looking for a new home/apartment to rent? [Rental Counseling]

15. Y___N___ Would you like more information about adequate childcare for when you work or go to school? [Collaborative Center]

16. Y___N___ Would you like more information about preschool opportunities for your 3-4 year old? [Head Start/GSRP]

17. Y___N___ Would you like more information about developmental opportunities and information for pregnant woman to 3 year old? [Early Head Start Home Based]

18. Y___N___ Are you interested in a Center Based Program for your child ages 0-3? [Early Head Start Expansion]

I authorize NMCAA to share my information within the agency for referral purposes.

Consent is voluntary, remains in effect for one year, and may be revoked by the undersigned at any time. Revocation is not retroactive and therefore does not apply to an action that occurred before the consent was revoked.

Name (printed):____________________________________________________

County: ________________________ Phone Number:____________________ Email:_______________________________

Signature:_________________________________________________________ Date:_________________

Distribution: Mail completed form to-Allison Popa 3963 Three Mile Rd, Traverse City MI 49686 or email at [email protected]

Copy-in child’s file

OFFICE USE ONLY Reason for Client Visit Today: (Department Name) ____________________________________

Documents

What is the virtual tax prep process? \ 0111· 1101111•011 m•1