Question 1

13614-C

Accepted Answer

GYR will automatically generate either a Preliminary or Original 13614-C based on how much of the initial questionnaire the taxpayer gets through. The document type for this will be “F13614C 2020”. When you start intake, open this document and make your edits. When you re-upload it to the Hub do the following:  Rename the new document “Updated 13614-C”, make the file type “Original 13614-C”  Archive the auto-generated 13614-C

Question 2

Supplemental Intake

Accepted Answer

You will complete a Supplemental Intake form for each taxpayer. You can access the PDF from the Volunteer Portal. When you upload a completed form in to the Hub:  Name the document “Supplemental” and make the file type “Other”

Question 3

W2s, 1099s, 1095s, etc.

Accepted Answer

For employment documents, health insurance documents, 1099-Rs, SSA-1099s, etc. we will use the following convention:  [Name] [Year] [Type] [Employer/Payer]  This means that documents for one family member will cluster together sorted by file name. Here are some examples: Pretzel 1095-A Pretzel 1099-R Fidelity Pretzel 1099-R TIAA Pretzel SSN Sarah SSA-1099 Sarah SSN Rebecca 2021 W2 Community Action Rebecca 2020 W2 Stop and Shop Rebecca SSN  NOTE: Not all files need each field from the naming convention. You only need to use the [Name] field if there are multiple people in the household. You only need to use the [Employer/Payer] field if there are multiple documents of the same type. You only need to use [Year] if the taxpayer is filing for multiple years.

Question 4

IDs and Social Security cards

Accepted Answer

For IDs, Social Security cards, and other documents like this, we will use the following convention:  [Name] [Type]  Here are some examples: Pretzel SSN Rebecca ID Rebecca SSN  If there is only one person on the return, you don't need to indicate the name. This would look like: ID SSN

Question 5

Property tax bills

Accepted Answer

For taxpayers getting the Senior Circuit Breaker Credit, we need property tax bills showing the amount the taxpayer paid in 2021. THIS SPANS TOWN FISCAL YEARS, check the dates! We will use the following convention:  [Type] [Year] [Month Due] Document type: “Property Tax Statement”  The type will always be “Property Tax” and the month due will, generally, be August, November, February, or May. Some examples: Property Tax 2020 August Property Tax 2021 August Property Tax February  Some towns only send out 2 property tax bills. This might look like: Property Tax October Property Tax December  Archive any documents for tax paid outside of the filing year.

Question 6

Other types of documents/notes

Accepted Answer

Taxpayers may upload other kinds of documents or handwritten logs. Try to name these documents ACCURATELY, SPECIFICALLY, and SIMPLY. Do not use abbreviations, if possible. It might make sense to you, but when someone else looks at the ticket it could be gibberish!  Here are some examples: Bank Account Info [Child’s Name] Daycare Expenses  2019 Earned Income Business Expenses Charitable Contributions Textbook Receipt   Most of these document types will be “Other”

Question 7

Duplicates, blurry images, and pictures of pets

Accepted Answer

Taxpayers will upload all sort of images that we cannot use for preparing their return. For these documents, try to be SPECIFC and CONCISE. These documents will all be archived, so don’t worry too much about getting the name just right. Follow the conventions above, but put the disqualifying information first.  Examples are: Blurry Pretzel W2 Duplicate SSA-1099 Dog Couch Blurry property tax April

Question 8

Partial images/documents with more than one page

Accepted Answer

We may be able to use multiple partial images to make up the whole document. Obviously, it is preferred if the taxpayer can upload a new picture that includes the whole document. Sometimes it is too difficult for the taxpayer to do this.   In other situations, a taxpayer will have a document that includes multiple pages, and will take a picture of each page and upload it separately.   In these situations we will use the following convention: [Name] [Date] [Type] [Employer/payer] [# of #]  Here are some examples: Pretzel Daycare Expenses 1 of 2 Pretzel Daycare Expenses 2 of 2 W2 CAPV 1 of 3 W2 CAPV 2 of 3 W2 CAPV 3 of 3  You can also try using more specific labels, when appropriate: 1099-R TIAA bottom 1099-R TIAA top

Question 9

CAPV Household Assessment and Release

Accepted Answer

Taxpayers may upload pictures of forms that we don't need for tax preparation, but that Community Action needs for data purposes. This includes a Household Assessment form, which collects demographic and income information, and a release of information form.  Volunteers do NOT need to verify any of this information, or do anything with these forms. However, they should be renamed for ease of navigating the ticket.   The Household Assessment has two pages and we will use the following convention:  HA page 1 (this page is the one with the address and demographic info) HA page 2 (this page is the one with income info and the signature)  The Release has two pages and we only need the second one. We will use the following convention:  Release (this is the page with the signature)

Question 10

How do I send a taxpayer a link to upload additional documents in the Hub?

Accepted Answer

The links to upload additional docs are unique to each taxpayer. There are two ways to find or generate this link.   1) Review the message history, find a link generated by GYR, and copy/paste it into a new message. These links are often preceeded in a message by the text "Respond to this message if you have a question or come back later and upload documents at this secure submission link"   2) Start the proccess to update the status to "info requested", locate the link in the auto-filled message, copy the link, press the BACK button on your browser (do NOT press send and complete the status update), and paste thelink into a new message in the Messages tab

Question 11

What info do I need for the Senior Circuit Breaker Credit?

Accepted Answer

Taxpayers are generally eligible for the Senior Circuit Breaker Credit if they are over 65 and have housing costs, like real estate tax or rent. You can find more information about eligibility here: https://www.mass.gov/service-details/senior-circuit-breaker-tax-credit   To complete Schedule CB for a state return, you will need to know either: How much the taxpayer paid in real estate taxes AND how much they paid for water and sewer AND the assessed value of the home OR How much the taxpayer paid in rent AND the name and address of the taxpayer's landlord

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Rebecca Bannasch
Money Matters Coordinator
rbannasch@communityaction.us
(413)376-1153

Sarah Lambert
Money Matters Specialist
slambert@communityaction.us
(413)512-8196