1. ULS Academic Summit Volunteer Income Tax Assistance April 12, 2013 Aaron Witherspoon Grambling State University 4/12/20131

2. Outline Student Participants Tax Prep Promo Free Tax Services Provided Prepare the Return Grambling TaxWise Statistics Rewards/Challenges Questions 4/12/20132

3. Student Participants SuperUser Landry S. Kopdjous - Cameroon Phurba S. Sherpa - Nepal ReturnPreparer Deouna Baron – Dominica Michealla I. Bennett - St. Lucia Zera J. Gathing-Brown - USA Sabrina F. Joseph – Dominica Maura A. Lennie – St. Lucia Sherryann A. Mc Vane – St. Lucia Chann D. Pha - Cambodia 4/12/20133

4. TAX PREP PROMO KGRM-FM Radio 4/12/20134

5. Grambling State University Jacob T Steward Building Room 322 Dates and Times Monday & Wednesday – 2:00 PM – 5:00 PM Friday – 10:00 AM – 12:00 PM Saturday – 10:00 AM – 2:00 PM 4/12/20135

6. NABA INTERVIEW 4/12/20136

7. IRS Certified Volunteers Providing Free Tax Preparation Will Prepare: Form 1040EZ, 1040A, 1040 Schedule EIC Schedule B – Interest and Ordinary Dividends Form 2441 – Credit for Child and Dependent Care Expenses Additional Child Tax Credit Form 8863 – Education Credits Form 3903 – Moving Expenses Schedules A – Itemized Deductions Form 982, Cancellation of Debt From 1040-X – Amended Returns Will Not Prepare: Schedule C – Profit or Loss from Business Schedule D – Capital Gains and Losses Form SS-5 – Request for Social Security Number Form 8680 – Non-deductible IRA Form 8615 – Minor’s Investment Income 4/12/20137

8. Prepare the Return Intake/Interview & Quality Review Sheet Taxpayer must have ID, social security card, Form W-2, Form 1099-INT, etc Complete Intake/Interview & Quality Review Sheet Create a new return using TaxWise Online Input information and data Run diagnostics Print return File electronically 4/12/20138

9. Grambling TaxWise Statistics ReturnNumberDollar Amount Federal Accepted43 State Accepted43 Earned Income Tax Credit11$13, 053 Child Tax Credit3$5,000 Education Tax Credit3$4,526 Additional Child Tax Credit3$3,672 Average Adjusted Gross Income$20,807 Total Refund Amount$41,552 Balance Due9$5,469 Rejections0 4/12/20139

10. Rewards Giving back to the community Working with young adults Challenges Lack of high speed Internet Need a second Site Coordinator Taxpayers playing tax games Number of tax preparers Need more partnerships Advertisements Timely certification 4/12/201310

11. Questions 4/12/201311