Taxpayer Information
You — the taxpayer — are responsible for the accuracy of your return, based on the information you provide to Tax-Aide. We file returns electronically. We do not provide legal or financial advice.
Volunteers have limitations, based on the complexity of the return. If a tax return requires a form or knowledge outside the scope of our program, our training, or our IRS certification, we cannot file it.
Before your appointment with a Tax-Aide volunteer, please have all your tax forms and data easily available. Filling out an intake form beforehand would be helpful. The handouts below answer frequently asked questions. We look forward to helping you!
Before You Arrive
- Intake Booklet – English (fillable) TY25^
— Intake Booklet – Espanol (fillable) TY25^ - AZ Supplemental Intake Forms
— AZ Intake v4 (1 page small) TY24^
— AZ Intake v4 (2 page large) TY24^ - Mailing Returns and Payments TY24
- Taxpayer Responsibilities (Eng & Esp) TY24
- Taxpayer Worksheets
— Education Credits Worksheet (fillable) TY24^
— Itemized Deductions Worksheet (fillable) TY24^
— Sales Tax Deductions Worksheet (fillable) TY24^
— Self-Empl. Schedule C Worksheet (fillable) TY24^ - Which Taxes Can We Prepare? (Eng & Esp) TY24
AZ Information
- AZ Dept of Revenue webpage
- AZ DOR Information Links
- AZ DOR Tax Credit Listings
— Form 321, Charities
— Form 252, Foster Care
— Form 322, Public Schools
— Form 323, Tuition Organizations - AZ Property Tax Credit Rules
— AZ Property Tax Credit Forms (link)
— Renters Form 201 (link) - AZ Tax Information
- View my AZ 1099G form
- Where’s my AZ refund
IRS Information
- IRS Home Page
- Estimate Withholding Taxes
Paycheck Checkup
Paycheck Checkup (Espanol) - Get Your Tax Record
- Intake Booklet – English (fillable) TY25^
— Intake Booklet – Espanol (fillable) TY25^ - Interactive Tax Assistant
- ITIN Numbers
- Low-Income Taxpayer Clinic List
- Online Accounts
- Taxpayer Assistance Locator
- Underpayment of Taxes
- Where’s my refund
- Withholding Estimator
