A “platform” allows multiple organizations to collectively build and share tools and resources in a cost-effective way. The EITC platform's purpose is to raise the capacity of the EITC, free tax preparation and asset-building fields to provide high quality services at greater scale.
EITCplatform.org is created by the Aspen Institute with support from the Annie E. Casey Foundation and in partnership with the National Community Tax Coalition. It is powered by CCA Global Partners.
Login to watch a Webinar about the EITCplatform and see demonstrations of the Volunteer Scheduling software and Quality Reviewer training.
Membership is free -- so join today! See what current members are saying...click here.
New On-line Training: How to Prepare an Amended Tax Return
As the tax season progresses, you will likely see customers who need to file an amended tax return. Preparing an amended return is not difficult - but it can be tricky. This brief training module provides simple step-by-step instructions.
What's New?
EITCplatform launches QuickGuides, easy-to-read summaries of topics important to tax preparation campaigns. Log in to read or download the first QuickGuide, on Tax Changes in the 2009 Stimulus Package. It's got all you need to know in a brief, easy-to-understand format. Login in to view the guide.
Training
Free on-line training for staff and volunteers who will be Quality Reviewers at tax sites. This training meets IRS requirements for quality review.
Sites that used the training last year and implem-ented a quality review process saw a 75% reduction in errors. read more
Group Purchases
Technology Support: We have negotiated with PC Mall to offer tax sites a best-price arrangement and high-touch technical support for computers, laptops, printers and other equipment. read more
Office Supplies: We have negotiated and we have finalized the details of, a group buying arrangement with Staples that will provide discounts on purchases of paper, toner, file folders, pens, shredders, staplers and all your office supply needs. Our goal is to get you the biggest discounts on those products you use the most.
Volunteer Management
We are pleased to offer a partnership with Volunteer Hub to provide a customized on-line volunteer management and scheduling system for EITC Platform users.
Tools for Tax Sites
Asset Building: We are partnering with the D2D Fund to promote savings at tax time by facilitating the purchase of savings bonds.
On-Line Self-Prep: We are partnering with One Economy to help sites provide facilitated self-preparation (as a companion to volunteer tax preparation) as a way to serve more filers, shorten wait times and empower those who are interested in completing their own returns.
Information and Resources: Find links to best practices, training and research that can help improve the effectiveness of your tax preparation and asset-building efforts.