We Are Currently Looking for People Who Love Helping People!
Each year, Jackson County United Way offers FREE income tax preparation through our Free Income Tax Assistance Program. This program is for households with a total income of $64,000 or less and is made possible through the work of many volunteers giving of their time and expertise!
Without volunteers, this program cannot provide this needed service to our community. We are currently looking for volunteers to help in many different roles for the 2023 tax season.
You do not need to have prior knowledge of tax laws, etc., all training is IRS certified and provided. All you need is a willingness to enjoy talking to and helping people!
Below are VITA Volunteer roles and a short description of each:
Greeter: Welcomes client(s) to the tax preparation site, ensures that client(s) have/has all documents required (ID, Social Security Card, W-2s, Tax Statements, etc.), schedules client(s) for return pick up, if necessary, and makes phone calls to clients who do not show at the tax site.
Intake: Greets client(s) and assists with filling out necessary tax preparation paperwork. This may include asking questions about household, past year work, etc.
Preparer: Enters client(s) tax information into TaxSlayer database and ensures all documentation is entered into database. This position can be remote or in-person.
Scanner: In the event that the client(s) will not be able to remain at the tax site, the scanner scans all necessary paperwork into the database for preparation by a preparer at a later time.
Quality Reviewer: The "final eyes" on the tax return, ensures accuracy of data entry into database. Prints return for client(s) signature and reviews results with client(s) following preparation. This position can be remote or in-person.
To sign up to be a VITA Volunteer for the next tax season please email Stephanie Strothmann at Stephanie@jacsy.org, or call 812-522-5450 ext. 1
The VITA program serves all in Jackson County and there are sites in Brownstown, Crothersville, Medora and Seymour.
The Tax Filing Deadline is April 15, 2025
When come to your appointment, bring with you the following items if applicable:
What to Bring
• For married filing joint, both spouses must be present with valid ID
• All Forms W-2 and 1099
• Information for other income
• Information for all deductions/credits
• A copy of last year’s tax return
• Proof of account for direct deposit of refund
• Social Security cards or Individual Taxpayer Identification notices/cards for you, your spouse, and/or dependents
• Amount paid to day care provider and their tax ID number
• Birth dates for you, spouse and/or dependents on the return
• Proof of foreign status if applying for ITIN
• Forms 1095-A, B or C (ACA Statements)
• For prior year returns, copies of income transcripts from IRS (and state, if applicable)
Still have questions? Call Jackson County United Way at 812-522-5450 ext. 1.