The Get it Back Campaign is hosting Tax Talk Thursdays this summer. This 3-part learning series will delve into strategies to support organizations providing free tax filing services. The series features brief presentations and extended time for participants to ask questions and share their experiences.  

Sessions will explore tips for fundraising, using data sources, and creating a positive volunteer experience. Learn from partners in the field as they share their insights and experiences. 

Register here: https://bit.ly/Tax-Talks24

2024 Calendar

• 07/18: Using data sources to inform your free tax filing program 
• 07/25: Creating a positive volunteer experience  
• 08/01: Tips for funding your free tax filing program 

2024 Recordings

08/01 Tips for funding your free tax filing program with Justine Trybus, CASH Campaign of Maryland & Tyler Brockington, Center on Budget & Policy Priorities

Download notes for funding your free tax filing program here.

Download slides:

1. Justine Trybus, CASH Campaign of Maryland
2. Tyler Brockington, Center on Budget & Policy Priorities

 

07/25 Creating a positive volunteer experience with Molly Moulder, New River Community Action and Lee Ann Kendrick & and Hope Sims, Community Action of South Mississippi

Download notes for creating a positive volunteer experience here.

Download slides:

1. Molly Moulder, New River Community Action
2. Lee Ann Kendrick & Hope Sims, Community Action of South Mississippi

 

07/18 Using data sources with Joyia Yorgey, Arkansas Asset Builders & Claire Zippel, Center on Budget & Policy Priorities

Download notes for using data sources here.

Download slides:

1. Claire Zippel, Center on Budget & Policy Priorities
2. Joyia Yorgey, Arkansas Asset Builders

The Center on Budget & Policy Priorities is hosting Tax Time Thursdays every other week throughout this tax season. This learning series will focus on outreach strategies for reaching underserved and marginalized communities who may be eligible for tax credits. Sessions will include brief presentations and extended time for participants to ask questions and share their experiences.  

Sessions will explore strategies to reach seniors, people with disabilities, people experiencing homelessness, Native communities, rural communities, and people who were formerly incarcerated. Partners working with these communities will share their insights, best practices, and unique experiences.  

Register here: https://bit.ly/Tax-Thursdays23  

2023 Calendar

• 2/23: Seniors and older adults with Jackie Lynn Coleman and Shawn Logue, AARP Foundation Tax-Aide
• 3/09: People with disabilities with Michael Roush, National Disability Institute and Jafet Diego, United Ways of California
• 3/23: People experiencing homelessness with Deacon Jim Shanahan, Catholic Charities of the Archdiocese of Washington  
• 4/06: Outreach to Native communities with Christy Finsel and Patsy Schramm, Oklahoma Native Assets Coalition
  
• 4/20: Rural communities with Paheadra Robinson, Southern Rural Black Women’s Initiative  
• 5/04: People who were formerly incarcerated with Debra Simmons, Neighborhood Improvement Association, Inc.
  

2023 Recordings

2/23 Outreach to seniors and older adults with Jackie Lynn Coleman & Shawn Logue, AARP Foundation Tax-Aide

Download notes here.

Download slides here.

3/09 Outreach to people with disabilities with Michael Roush, National Disability Institute & Jafet Diego, United Ways of California

Download notes here.

Download slides here.

3/23 Outreach to people experiencing homelessness with Deacon Jim Shanahan

Download notes here.

Download slides here.

4/06 Outreach to Native communities with Christy Finsel and Patsy Schramm, Oklahoma Native Assets Coalition

Download notes here.

Download slides here.

4/20 Outreach to rural communities with Paheadra Robinson, Southern Rural Black Women’s Initiative 

Download notes here.

Download slides here.

5/04 People who were formerly incarcerated with Debra Simmons, Neighborhood Improvement Association, Inc.

Download notes here.

Download slides here.

2022 Calendar

• 2/17 – Taxes 101 with Prepare + Prosper
• 3/3 – Peer-to-Peer Outreach with Community Change
• 3/17 – Reaching out to foster and homeless youth with National Network for Youth
• 3/31 – Reaching out to immigrants/CTC Outreach in Puerto Rico with Unidos
• 4/14 – Reaching older adults with AARP
• 4/28 – Simplified filing with Code for America

2022 Recordings

2/17 – Taxes 101 with Katy Schultz of Prepare + Prosper

Download notes here.

3/3/22 – Peer-to-Peer Texting with Jake Peña of Community Change

Download notes here.

3/17 – Reaching out to foster and homeless youth with Darla Bardine of National Network for Youth

Download notes here.

3/31 – Reaching out to immigrants with Brayan Rosa-Rodríguez of Unidos

Download slides here.

Download notes here.

4/14 – Reaching out to older adults with Jackie Lynn Coleman and Dat Tran of AARP Foundation

Download notes here.

4/28 – GetCTC.org’s simplified filing with Courtney O’Reilly of Code for America

Download notes here.

Join Code for America and the Center on Budget and Policy Priorities for the 2022 kick-off Navigator Training. Training topics include:

1. Tax Credits 101
2. Anticipated challenges for the 2022 tax season
3. GetYourRefund.org services
4. How you can help families access free tax assistance
5. Additional resources
6. Open Q&A

View and download slides.

Here are some of the resources we mentioned in the presentation:

1. GetCTC Report Summary
2. GYR Navigator partner form
3. EITC and CTC outreach toolkits

Now that the new tax season is quickly approaching, we wanted to offer some resources to help you hone your outreach strategies for the new year. In this webinar, we explore how to use recent Child Tax Credit (CTC) data and apply it to your outreach next tax season and beyond. We focus on how the advance payments were used, who benefited from them, and who’s still at risk of missing out.

Presenters:

• Ashley Burnside, Policy Analyst, Center for Law and Social Policy (CLASP)
• Claire Zippel, Senior Research Analyst, Center on Budget and Policy Priorities (CBPP)
• Deborah Stein, Network Director, Partnership for America’s Children
• Richard Auxier, Senior Policy Associate, Tax Policy Center (TPC)

Download slides and notes

VISTA is an anti-poverty program designed to provide needed resources to nonprofit organizations and public agencies to develop or expand initiatives designed to empower individuals and communities to make change. There are approximately 8,000 members, 18 years or older from a diverse range of backgrounds, serving annually at 4,500 sites across the 50 United States and in all U.S. territories.

Nonprofit organizations, Native American Tribes, institutions of higher education, and state, city, and local government agencies that seek to build or expand an anti-poverty project are eligible to apply.

AmeriCorps VISTA is partnering with other federal agencies to increase access to the Child Tax Credit. AmeriCorps members in VISTA will support efforts in low-income communities to ensure families gain access to the tax credit.

This webinar with Meg Ansara, Director of AmeriCorps Vista, will show you how you can apply to become a Project Sponsor and get the crucial support you need.

Download slides

Last year, hundreds of organizations engaged in the vitally important and difficult task of helping households who don’t usually file a tax return get their stimulus checks.

Today, there are still eligible people who haven’t gotten their money and may now risk missing out on three rounds of stimulus checks. These include some of the hardest-to-reach people who need direct support. Outreach to families with immigrants, people experiencing homelessness, and people with limited internet access is also needed as these populations may also qualify for more money through 2021 tax credit expansions like the Child Tax Credit.

Along with our guests from Code for America and Tax Help Colorado, this training covers how to:
– Use our new outreach toolkit to reach out in your community
– Build partnerships to expand your impact
– Assist people to successfully file a tax return even if you aren’t a tax preparer
– Navigate outreach barriers and challenges

View the slides and notes.

View the Marketing Toolkit for Immigrant Outreach.

Tax preparation for rideshare drivers can be difficult to navigate. Taxpayers often do not know that they are self-employed and are not aware of the impact driving full time or as a “side hustle” can have on their tax returns.

The Get It Back Campaign and CASH Campaign of Maryland created Roadmap to Rideshare Taxes, a comprehensive tax resource, to support this population. The training covers:

• Ways to use this resource
• Specific tools to assist drivers
• Promotional materials that your VITA/TCE site can use

We recommend watching last year’s training, Rideshare Taxes: What Your Tax Volunteers Should Know for the basics.

This training features Francesca Jean-Baptiste, Director of Tax Partnerships at the CASH Campaign of Maryland.

Download the slides and notes.

Resources for tax preparers

 

Links mentioned in training:

• How Do Rideshare (Uber and Lyft) Drivers Pay Taxes?
• How Do Uber and Lyft Drivers Count Income?
• Tax Deductions for Rideshare (Uber and Lyft) Drivers
• How to Claim the Standard Mileage Deduction
• Actual Car and Truck Expense Tax Deductions
• Quarterly Estimated Payments Due Dates
• A Step-by-Step Guide to Filing Rideshare (Uber or Lyft) Taxes

Tools:

• Estimated Payments Calculator
• Rideshare Tax Cheat Sheet
• Tax Organizer
• Business Expense Tracker