XVITA MAILERS

why snail mail?

This form is to collect information from VITA clients who are unable to upload their documents for tax preparation. You may be a volunteer, office staff, friend, family, or neighbor of someone who needs help with their taxes but is unable to use our virtual portal. Please fill out the form below so that we may send them the necessary materials and instructions on how we can help them through snail-mail. Want to skip the Mailer Form and go one step further? Please scroll to the bottom.

STEP 1: REQUEST MAILED INTAKE FORMS (IF YOU CAN PRINT, YOU MAY ACCESS THE FORMS BELOW AND SKIP THIS STEP)

* Indicates required field

Name *

First

Last

Address *

Line 1

Line 2

City

State

Zip Code

Country

Phone Number *

Choose all that apply *

Over 65, lived in AZ all year, Social Security is main income Not over 65, lived in AZ all year, receive Title 16 SSI (Not SSDI) If one of the boxes above is true, do you Pay Rent? (AZ Form 201 required, see Property Tax Credit For Renters) Homeowners do not require form 201 but will need to send proof of payment for property taxes Require Spanish forms

Special Instructions for UWPC Mailing Staff *

Form filled out by: *

Submit

step 2: mailing or delivering the forms

Usually this step will be performed by a United Way staffer or volunteer but can be done by anyone who can help. Before we can provide tax preparation assistance to anyone, we need certain documents to verify identity, verify dependents, collect personal information, receive authorization via consents, and collect all tax documents including transaction details (series W2, 1099, 1098, 1095, and other supporting documents). Some senior taxpayers may qualify for the Arizona Property Tax Credit and require additional forms and instructions mailed to them (see qualifying questions).
Please download and print the following forms to mail or deliver to the tax client:

required forms - PRINT - DELIVER - MAIL TO US

These are the English forms required for all VITA clients. For Spanish speakers, please use the Spanish forms. For taxpayers who fit the criteria for AZ PTC as a renter, they will also need the forms under Property Tax Credit For Renters.

CHECKLISTS AND INSTRUCTIONS

INTERVIEW FORM

AUTHORIZATION TO PREPARE

spanish forms

These are the Spanish forms required for all VITA clients who prefer Spanish.

CHECKLIST AND INSTRUCTIONS (SPANISH)

INTERVIEW FORM (SPANISH)

AUTHORIZATION TO PREPARE (SPANISH)

property tax credit for renters

These are the required forms for people who are over 65, lived in AZ all year, receive mainly Social Security Income or other income less than $5,502, and PAY RENT. Taxpayer may qualify for AZ PTC. Homeowners do not require these forms.

AZ PROPERTY TAX CREDIT FOR RENTERS (OVER 65, AZ RESIDENT, LOW INCOME, MAIN INCOME IS ssa-1099, PAYS RENT)

INSTRUCTIONS FOR LANDLORDS (AZPTC)

Need assistance? Call the VITA helpline 520-333-5152