VITA Volunteer Tax Prep Reference Kit
VITA Volunteer Tax Prep Reference Kit
VITA Volunteer Tax Prep Reference Kit — the quick-reference set built for volunteers moving fast through real returns. 4 printable PDFs · instant download.
Everything you get
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VITA Intake Interview Quick-Reference
plain-language walkthrough of Form 13614-C with common client scenarios and which schedules they trigger.
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Filing Status & Dependency Decision Tree
one-page flowchart for filing status and dependency determination.
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Common Credits Cheat Sheet
EITC, Child Tax Credit, Child & Dependent Care Credit, and education credits with eligibility thresholds side by side.
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VITA Certification Exam Study Notes
condensed notes organized by Basic and Advanced certification test topics.
Not a template you fight with
| Feature | This system | A generic template |
|---|---|---|
| The formulas | Visible and editable. You can trace any number back to its source. | Often locked or protected so you can't see the working. |
| When it doesn't fit | Change it. The structure is yours once you download it. | Work around it, or start over. |
| Formats | Google Sheets and Excel, both included. No installation. | Usually one, often the one you don't use. |
| Who built it | An analyst who has had to defend a number to a CFO. | Frequently unclear. |
How it arrives
A download link, immediately after checkout. Nothing is posted to you.
What you get
Google Sheets and Excel files, plus printable PDFs where the product includes them. No installation.
What you can change
All of it. Rename tabs, add rows, rewrite formulas - it is your copy.
Refunds
Digital files cannot be returned once downloaded. If something is broken or not as described, email hello@analyticsbyshanikwa.com and it will be put right.