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Go Direct An AssetBuilding Strategy for Volunteer Tax Preparation Sites Program Guide


Your main focus during tax season is to help taxpayers file a quality return and ... Activities that will not take time away from tax preparation. Free materials ... – PowerPoint PPT presentation

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Title: Go Direct An AssetBuilding Strategy for Volunteer Tax Preparation Sites Program Guide

Go DirectAn Asset-Building Strategy
forVolunteer Tax Preparation SitesProgram
Volunteer Tax Preparation Program
  • What is Go Direct?
  • Go Direct is a national campaign, sponsored by
    the U.S. Department of the Treasury and the
    Federal Reserve Banks, to motivate people who
    receive Social Security, Supplemental Security
    Income (SSI) and other federal benefit payments
    by check to switch to direct deposit.
  • The campaign reaches out to people through
    organizations and people they know and trust to
    inform them about the advantages of direct
    deposit, and help them sign up for it. Direct
    deposit is the best way to receive federal
    benefit payments because its safer, easier and
    provides more control over ones money.

Volunteer Tax Preparation Program
  • Why is Go Direct important?
  • About 12 million people still receive their
    federal benefit payment by check each month
    they tend to be lower income and less educated
    seniors, and people with disabilities.
  • Direct deposit helps protect seniors and others
    from identity theft and fraud.
  • Direct deposit helps people gain control over
    their money, so theres no worry about whether
    the mail will find them. Money can be accessed
    from virtually anywhere.
  • It costs 80 cents more to issue a paper check
    than a direct deposit payment thats money that
    could otherwise remain in the Social Security
    Trust Fund.

Volunteer Tax Preparation Program
  • Go Direct and Volunteer Tax Preparation
  • The Internal Revenue Service supports Go Direct
    as part of its commitment to asset-building.
  • Many taxpayers at VITA and TCE sites receive
    Social Security or SSI checks.
  • Direct deposit is a positive step for taxpayers
    on their way to financial literacy, and also
    helps protect them against identity theft and
  • Last season, over 1,200 VITA and TCE sites
    participated with Go Direct.

Volunteer Tax Preparation Program
  • Easy to implement
  • Your main focus during tax season is to help
    taxpayers file a quality return and claim their
    earned income or other tax credits. Helping them
    make wise financial decisions through financial
    literacy and safety education is important too.
  • Go Direct understands your priorities and has
    created this program with your needs in mind.

Volunteer Tax Preparation Program
  • Go Direct offers
  • An easy way for your sites to achieve
    asset-building goals
  • Volunteer training
  • Activities that will not take time away from tax
  • Free materials
  • Help with recruitment of financial institutions
    through our partner network
  • Help with publicity for Super Saturday or other
    kick-off events

Volunteer Tax Preparation Program
  • Add Go Direct to your tax site(s)
  • Train volunteers
  • Order materials for display and distribution
  • Gain publicity for your site(s)
  • Implement Go Direct programming at your site(s)

Volunteer Tax Preparation Program
  • Train volunteers on the basics of Go Direct
  • Tax preparers and other site volunteers are a
    trusted source of financial information. Educate
    them about direct deposit with a short Volunteer
    Guide (available online in the tool kit)
  • Guide contents include
  • Brief overview of Go Direct and its objectives
  • How to talk with taxpayers about direct deposit
  • Enrollment options

Volunteer Tax Preparation Program
  • Display and distribute Go Direct materials
  • Go Direct offers free marketing materials that
    outline the benefits
  • of direct deposit and how taxpayers can sign up.
  • How to order Go Direct materials
  • Visit the special Partners section at
    www.GoDirect.org to access the Volunteer Tax Prep
    tool kit.
  • Preview available materials, including flyers,
    posters, table display cards, video, pens and
  • Download the materials order form and fill in
    requested quantities based on the provided
  • Fax or email your completed form to Go Direct.
    Your materials will arrive within two weeks.

Volunteer Tax Preparation Program
  • Work with the Go Direct team to publicize
  • your site(s)
  • Go Direct provides tools to help you promote your
  • with Go Direct
  • Media alert templates around Super Saturday,
    kick-off and other tax season events
  • Talking points for IRS representatives, coalition
    leaders and volunteers
  • Newsletter article templates that can be
    published during tax preparation activities
  • Campaign representatives can help with publicity
    in select cities

Volunteer Tax Preparation Program
  • Implement Go Direct programming
  • Volunteer preparers discuss direct deposit and
    sign up interested taxpayers at their work
    station (by phone or online)
  • Intake volunteers flag check recipients and
    encourage them to talk with a designated direct
    deposit point person during quality review
  • Show Go Direct video in waiting area

Volunteer Tax Preparation Program
  • More ideas for your site(s)
  • Invite a bank or credit union to host an
    information table sign people up for accounts
    and direct deposit at the same time
  • Display materials prominently
  • Play a financial literacy PowerPoint on
    continuous scroll in the waiting area
  • Visit www.GoDirect.org for ideas and read case
    studies from 2006

Volunteer Tax Preparation Program
  • Enrollment how to sign up a taxpayer
  • Online Visit www.GoDirect.org
  • By phone Call the toll-free Go Direct helpline
    800-333-1795 (English and Spanish)
  • In person Visit your local bank, credit union or
    Social Security office
  • FMS Form 1200 Fill out and mail a government

Volunteer Tax Preparation Program
  • For more information, or to join the IRS and Go
    Direct in this important initiative
  • Call your Go Direct campaign representative, or
    the partner hotline at (952) 346-6055 or
  • Email GoDirect_at_webershandwick.com
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