Tools to help taxpayers file and save
Share these worksheets and handouts with your clients before, during, and after their appointment to help them make sure they’re prepared to file their tax return and understand their best options for saving.
Download these materials instantly or order free printed copies at GPO.gov . Please allow three to four weeks for delivery.
Materials in English
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Checklist: Prepare for your tax appointment
Email or post this checklist online to help taxpayers prepare for their appointment.
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Checklist: Before your appointment starts
Hand out this checklist at your tax preparation site to confirm clients brought with them the information necessary to prepare and file their taxes.
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Handout: Saving options for your refund
Share this handout with your clients summarizing convenient ways to save their tax refund.
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Worksheet: Make the most of your tax refund
Help taxpayers decide how much to save and identify the best options for saving.
Materials in Spanish
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Checklist: Prepare for your tax appointment
Lista de control para impuestos
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Checklist: Before your appointment starts
Aproveche al máximo su devolución de impuestos
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Handout: Saving options for your refund
Elija el depósito directo y luego decida cómo ahorrar
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Worksheet: Make the most of your refund
Hoja de cálculo para impuestos