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We provide education materials for tax preparers, promotional resources to our partners to help promote EITC and other refundable credits to low- to moderate-income workers.

For our partners

The partner toolkit provides promotional messaging, partnership ideas and resources as well as content to share on across all digital platforms.

We developed timeless messaging you can tailor to your organization and use in promoting EITC across all digital and print platforms.

 

The message:

  • How to get the refund and who qualifies

  • Tax year AGI and maximum credit amounts
  • How to file your taxes for free
  • Free tax filing assistance
  • List of the other refund credits that a taxpayer may qualify for

Where to use:

  • EITC Awareness Day

  • Campaigns, marketing strategies and community outreach
  • News release, letter and articles
  • The press
  • Emails, print material and any type of promotional materials

For tax preparers

The tax preparer toolkit contains resources and information to help the tax preparer claim refund credits, stay compliant and provides training.

 

Includes:

  • Laws and requirements
  • Due diligence responsibilities
  • Compliance program
  • Forms and publications
  • How to prevent filing errors

Training:

  • Due diligence training for how to claim EITC for self-employed individuals using schedule C

  • Paid preparer due diligence training eligible for continuing education (CE) credits for tax law upon completion

Outreach and awareness

Share with your community and clients that the EITC credit is 50 years old.

Social media messaging to share on your:

  • Social media platforms
  • Blogs
  • Webpages
  • Email blast

Annual promotional events

State statistics

Use the state data to help you promote EITC to the community and clients.

Other tax benefits

If a person qualifies for EITC, they may qualify the other tax credits:

Related

Tax benefits eligibility chart for families and individuals

Earned Income Tax Credit (EITC)

Child Tax Credit

Education credits - AOTC and LLC