DO NOT SEND Original Documents!!!
NO tax documents will be returned, so do not send originals.
Make copies or take digital pictures to send to NFTA.
Drop Off Procedures - THE 2023 tax season is closed
Thank you for another successful tax season!
Please do not mail or e-mail any documents until you have received directions after calling about drop off availability.
DO not mail/e-mail copies of current or prior year returns with your documents unless directed to in your appointment call.
We will only be doing drop offs by appointments, e-mail, or mailed documents at this time due to COVID19 and personal issues. IF we reach Drop off capacity or cannot do you in person on our in-person dates your other options are Contact AARP to see if they have availability or these other resources.
United Way of Tucson's VITA Drop-off virtual program, or a Paid Preparer.
DROP OFF Process:
Due to demands we are only doing a limited number of drop-offs.
Review the Out-of-Scope list to make sure your return can be completed - any tax situations on the list that meet your tax situation cannot be completed by the VITA program. You need to go to a paid preparer. Sorry.
If you meet the VITA Tax Program requirements, please follow the steps below to do Drop off
Step 1: download the drop off agreement – fill in your info
Step 2: download the intake & interview sheet fill out all 3 pages & sign the back
Step 3: review the “What to Bring” list for the documents you need to send/bring copies of to have your return completed.
Do not send prior year returns until we ask for it.
Step 4: either make copies, scan, or take pictures of the documents you have from the “What to bring” list along with the filled out virtual drop off agreement & intake sheets. (We can make copies of the originals for you if you cannot make them, but bring the originals along with any copies you make)
Step 5: Call or fill out the Contact Us form for a Drop off appointment, or if you need an intake packet mailed to you.
Mail copies of all requested documents ONLY AFTER getting directions to do so.
Step 6: Do not mail originals except one copy of any 1099s and W-2s.
NO TAX DOCUMENTS WILL BE RETURNED. So, PLEASE NEVER mail original tax documents unless instructed to.
NO tax documents will be returned, so do not send originals.
Make copies or take digital pictures to send to NFTA.
Drop Off Procedures - THE 2023 tax season is closed
Thank you for another successful tax season!
Please do not mail or e-mail any documents until you have received directions after calling about drop off availability.
DO not mail/e-mail copies of current or prior year returns with your documents unless directed to in your appointment call.
We will only be doing drop offs by appointments, e-mail, or mailed documents at this time due to COVID19 and personal issues. IF we reach Drop off capacity or cannot do you in person on our in-person dates your other options are Contact AARP to see if they have availability or these other resources.
United Way of Tucson's VITA Drop-off virtual program, or a Paid Preparer.
DROP OFF Process:
Due to demands we are only doing a limited number of drop-offs.
Review the Out-of-Scope list to make sure your return can be completed - any tax situations on the list that meet your tax situation cannot be completed by the VITA program. You need to go to a paid preparer. Sorry.
If you meet the VITA Tax Program requirements, please follow the steps below to do Drop off
Step 1: download the drop off agreement – fill in your info
Step 2: download the intake & interview sheet fill out all 3 pages & sign the back
Step 3: review the “What to Bring” list for the documents you need to send/bring copies of to have your return completed.
Do not send prior year returns until we ask for it.
Step 4: either make copies, scan, or take pictures of the documents you have from the “What to bring” list along with the filled out virtual drop off agreement & intake sheets. (We can make copies of the originals for you if you cannot make them, but bring the originals along with any copies you make)
Step 5: Call or fill out the Contact Us form for a Drop off appointment, or if you need an intake packet mailed to you.
Mail copies of all requested documents ONLY AFTER getting directions to do so.
Step 6: Do not mail originals except one copy of any 1099s and W-2s.
NO TAX DOCUMENTS WILL BE RETURNED. So, PLEASE NEVER mail original tax documents unless instructed to.
Intake sheet
2023TY_intake_sheet.pdf Out of Scope for VITA sites 2023 Tax Year Out-of-Scope for VITA return situations Business expenses worksheet business_expenses_worksheet.pdf |