Reviewer Resources

Stuff here is public information and is provided as an easier way to access things that I would otherwise post on HuskyCT.  Please feel free to let me know if you would like to see anything else included here!

Basic Certification Resources

This website was created to provide public access to our training materials for outside partners. Anyone enrolled in, or volunteering for, UConn's VITA site can find these same materials in HuskyCT, Module 2.

Advanced Certification Resources

I wholeheartedly applaud your interest in Advanced Certification!
Accordingly, I've come up with everything I can think of to make it as painless as possible, while still giving you an appropriate level of learning.

This resource is simply amazing. Anything I created would be a shadow of it!

That said, it is still pretty daunting. I did make my own notes on the Advanced Certification Questions, which are a bit more direct and simple. I included links and stuff like that to make it easier to go straight to the easiest source.  That document and others just for you guys are included below.

Publication 6744 Advanced Certification scenarios and questions, with Leanne's notes

Publication 4012, VITA/TCE Volunteer Resource Guide

Health Savings Account training pages from Publication 4491

Once, you are done, you can check your answers here!

IRS Over-the-Phone Interpreter (OPI) Service

The IRS sponsors an Over-the-Phone interpreter service, which allows taxpayers to communicate via conference call in their native language.

Here are some key facts to know about OPI:

  • More than 100 languages are supported by this service. OPI services do not include interpretation for persons who are deaf or hard of hearing.
  • Volunteers must review this document to understand how to access and use the service.
  • All calls to the OPI toll-free number must be documented on the OPI Call Log.
  • The OPI Call Log is submitted every Monday to our SPEC* Relationship Manager.
  • The service must only be used for discussions directly related to the preparation and filing of the taxpayer’s return (intake, quality review, etc.), and not for other non-tax preparation activities.

Once you have reviewed this information and are ready to make a call, please see Leanne for our site's PIN.

* SPEC stands for Stakeholder Partnerships, Education & Communication. SPEC is the outreach and education function of the IRS' Wage and Investment (W&I) Division. 

Review Checklists

These checklists are from the 2021 season. As we are using a completely new system this year, they need to be revised. I will do so just as soon as our site is finalized and live!

Virtual VITA US Citizen & Resident Alien Review Checklist 2021 Returns

Nonresident Alien Review Checklist

8833 Forms

These are from the 2020 season, as we stopped providing the "Resident Claiming Treaty" service after going virtual. So you may not need these for the 2022 season.

Form 8833 CHINA J-1 THIRD YEAR

Form 8833 CHINA STUDENT $5,000

Form 8833 CHINA STUDENT SCHOLARSHIP FELLOWSHIP

Form 8833 BANGLADESH STUDENT $8,000

Processing Intake in the GYR System

Intake procedures

For copying:

Message A – for emails
Your ticket is missing several of the following documents. Please upload any of these you have not yet provided:

- A completed form 13614-NR.  https://www.irs.gov/pub/irs-pdf/f13614nr.pdf

- If you were not in the U.S. for all of 2021, Form I-94, Arrival and Departure Record. https://i94.cbp.dhs.gov/I94/#/home click on “view travel history.”

- University fee bills for all 2021 sessions in which you had activity

- A photo of the visa page in your passport.

- A photo of the data page in your passport.

- Form W-2 for each job that you worked during 2021.

- Form(s) 1042-S, as applicable. See https://vita.business.uconn.edu/?p=2158

- Your 2020 tax return, if applicable.

- The amount of any cash contributions to U.S. charities.

- Please indicate if you lived anywhere other than your country of citizenship immediately prior to entering the U.S.

Please add these additional documents here: https://www.getyourrefund.org/en/portal/login

Best regards,

UConn GetYourRefund

Message A – if client only takes texts
Your ticket is missing several of the following documents.

- A completed form 13614-NR.  https://www.irs.gov/pub/irs-pdf/f13614nr.pdf

- If you were not in the U.S. for all of 2021, Form I-94, Arrival and Departure Record,. https://i94.cbp.dhs.gov/I94/#/home click on “view travel history.”

- University fee bills for all 2021 sessions in which you had activity

- A photo of the visa page in your passport.

- A photo of the data page in your passport.

- Form W-2 for each job that you worked during 2021.

- Form(s) 1042-S, as applicable. See https://vita.business.uconn.edu/?p=2158

- Your 2020 tax return, if applicable.

- The amount of any cash contributions to U.S. charities.

- Please indicate if you lived anywhere other than your country of citizenship immediately prior to entering the U.S.

Please add these additional documents here: https://www.getyourrefund.org/en/portal/login

GetYourRefund

Message B – if they don’t agree to the “Relational EFIN” consent
Hi _____,

I just wanted to let you know that if you do not agree to the "Consent to Disclose/Use Information to the VITA programs Relational Office," then we cannot efile your return. We can provide it for you to mail in on your own, with instructions.

Details of this consent and the reasons behind this requirement can be found here: https://vita.business.uconn.edu/wp-content/uploads/sites/1690/2022/03/Explanation-of-Consent-Forms.pdf

Please let me know if this continues to be your preference.

UConn GetYourRefund

Message C – when we’ve been waiting a while for a response
Hi _____,

It’s been a while since we’ve heard from you! If you still need help with your tax return, please reply to our most recent message, sent _______.

We are nearing the end of tax season, so it is important we hear from you soon.

If you no longer require our services, please respond accordingly.

Thank you!

UConn GetYourRefund

 

Email Scripts for Completed Reviews

Email Scripts for Completed Reviews - this link is password protected and is provided only to reviewers.