Intake and Benefits

Free Tax Campaign

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    • Printable Data Tracking Form
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Intake Resources

The following links are for volunteer use in the intake process

1. Out-of-Scope (English) or Out-of-Scope (Spanish)

2. Social Security Card Alternatives

3. IRS Intake Sheet (English)

    Translated IRS Intake Sheets (Arabic, Chinese, Korean, Spanish, Tagalog and                            Vietnamese)

4. UWKC Intake Sheet (English) or UWKC Intake Sheet (Spanish)

5. Tax Site Client Check-in Sheets

6. To refer clients to another UWKC free tax site, you can find locations and hours here: FreeTaxExperts.org

NOTE: Seek site manager’s opinion if needed.

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