Resources for tax preparers

For tax preparers, we’ve created a training webinar and workbook, promotional materials, and taxpayer tools to help you encourage taxpayers to save part of their refund. All materials are available at no cost to you.

Training webinar and workbook

Our webinar will help volunteers and staff learn how to use promising practices for promoting saving at tax time. Every tax preparer should also have a workbook with handy tips and tricks for talking to taxpayers about savings.

Promotional materials

Available for order

To help attract attention and encourage savings, we’ve created posters, table tents, and flyers for you to display. You can order free printed copies at GPO.gov . Please allow three to four weeks for delivery.

Ready-to-print

Download the print-ready PDF and print directly from your desktop printer or order free printed copies at GPO.gov . Please allow three to four weeks for delivery.

Social media share graphics

Use these Facebook and Twitter share graphics to help encourage people to save prior to their tax appointment.

Video

Make the most of your refund

We’ve created this short animated video for you to play in your waiting room. It demonstrates the ways taxpayers can make the most of their refund.

Taxpayer tools

You can download these materials or order free printed copies at
GPO.gov . Please allow three to four weeks for delivery.

  • Prepare for your appointment

    To help taxpayers prepare for their tax appointment, email or post this checklist online.

  • What to bring to your appointment

    Hand out this checklist at the tax preparation site to confirm taxpayers have brought the necessary information with them.

  • Decide what to do with your refund

    Worksheet to help taxpayers decide how much to save and identify the best options for saving.

  • Easy ways to save your refund

    Share this handout describing convenient ways to save from a tax refund.