Materials Required on Site
Please ensure that at least one copy of the following is available at your site at all times:
Required Documents/Publications
Reference Publications
Intake Packet
- Intake/Interview & Quality Review Sheet – English
- Intake/Interview & Quality Review Sheet – Spanish
- Intake/Interview & Quality Review Sheet – Russian
- Intake/Interview & Quality Review Sheet – Chinese
- Intake/Interview & Quality Review Sheet – Haitian Creole
- Tax Season 2026/TY25_Client Survey English
- Tax-Season-2026/TY25_Client-Survey Spanish
- NYC Consumer Bill of Rights Regarding Tax Preparers
- Direct Deposit Slips
Self-Employed Tax Prep
Posters
Other
Volunteer Tax Alerts
Reference Materials
Materials and Supplies