VITA Intake Worksheets
Download and complete these worksheets to help your tax preparer quickly and accurately prepare your return.
Available Worksheets:
- CA Intake Worksheet – Supplements VITA Intake Form 13614 to collect information required for filing a California return.
- Schedule C Worksheet – Use this worksheet to organize self employment income and expenses.
- Education Credit Worksheet – Use this worksheet to organize qualified education expenses and provide information required to claim education credits.
Download the worksheets in Spanish below:
