We provide education materials for tax preparers and promotional resources to our partners to help promote EITC and other refundable credits.
For our partners
The partner toolkit provides promotional messaging, partnership ideas, resources and content to share across all digital and print platforms. We developed timeless messaging that partners can tailor to their organization and share with the community.
The message:
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How to get the refund and who qualifies
- AGI for maximum credit amounts
- Tax preparation assistance
- Other refundable credits for which taxpayers may qualify
Where to use:
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EITC Awareness Day
- Campaigns, marketing strategies and community outreach
- News and press releases, letters and articles
- Emails and promotional materials
- Social media platforms
For tax preparers
The tax preparer toolkit contains educational resources, access to training and information to help the tax preparer claim refundable credits and stay compliant.
Includes:
- Laws and requirements
- Due diligence responsibilities
- Compliance program
- Forms and publications
- How to prevent filing errors
Training:
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Due diligence training for how to claim EITC for self-employed individuals filing a Schedule C
- Paid preparer due diligence training eligible for continuing education (CE) credits for tax law upon completion
Get the word out
Social media messaging to share on your:
- Social media platforms
- Blogs
- Webpages
- Email blasts
Annual promotional events
State statistics
Use the state data to help you promote EITC to the community and clients.
- Statistics for tax returns with the Earned Income Tax Credit
- EITC participation rate by state
- State and local EITC
Other tax benefits
If a person qualifies for EITC, they may qualify for:
Related
- Tax benefits eligibility chart for families and individuals
- Refunds
- Free tax preparation help – Prepared by IRS- certified volunteers
- Free electronic tax filing – Self prepared
- Choose a tax professional