Resources for tax preparers

For tax preparers, we’ve created a training webinar and workbook, promotional materials, and taxpayer tools to help you encourage taxpayers to save part of their refund. All materials are available at no cost to you.

Print promotional materials

To help attract attention and encourage savings, we’ve created posters, table tents, and flyers for you to display. You can order free printed copies at GPO.gov . Please allow three to four weeks for delivery.

Ready-to-print poster (8.5″ × 11″)

Choose to use direct deposit and to save part of your refund.

English: Download | Order

Spanish: Download | Order

Large poster (18″ × 24″)

Choose to use direct deposit and to save part of your refund.

English: Preview | Order

Spanish: Preview | Order

Large poster (18″ × 24″)

Saving your tax refund can help prepare for sudden expenses.

English: Preview | Order

Spanish: Preview | Order

Half-page flyer

Choose to use direct deposit and to save part of your refund.

English: Preview | Order

Spanish: Preview | Order

Desktop table tent

No-hassle ways to save your refund for the future.

English: Preview | Order

Spanish: Preview | Order

Social media share graphics

Use these Facebook and Twitter share graphics to help encourage people to save prior to their tax appointment.

Twitter share graphic

Download | Spanish

Facebook share graphic

Download | Spanish

Taxpayer tools

You can download these materials or order free printed copies at GPO.gov . Please allow three to four weeks for delivery.

Prepare for your appointment

To help taxpayers prepare for their tax appointment, email or post this checklist online.

English: Download | Order

Spanish: Download | Order

What to bring to your appointment

Hand out this checklist at the tax preparation site to confirm taxpayers have brought the necessary information with them.

English: Download | Order

Spanish: Download | Order

Decide what to do with your refund

Worksheet to help taxpayers decide how much to save and identify the best options for saving.

English: Download | Order

Spanish: Download | Order

Easy ways to save your refund

Share this handout describing convenient ways to save from a tax refund.

English: Download | Order

Spanish: Download | Order