VITA Appointment INFO

Where Do I Start to Schedule an Appointment? 

1. Call (404) 696-2076 – Please leave only one message by voicemail. 

2. Email This email address is being protected from spambots. You need JavaScript enabled to view it. – Please leave only one message in the email. 

A VITA tax representative will respond within 48-72 hours of your call or email for tax services. 

Please complete all VITA Instructions and forms in their entirety. For us to best assist you, please ensure all information is complete by the applicable deadline BEFORE the appointment. 

****All electronically submitted tax documents should be PDF format.

WHERE TO START 

1. Call to schedule an appointment – when scheduling please ensure you provide the correct phone number to reach you. 

• Only one email address used per client to make an appointment. (The system may accept the same email for more than one appointment and send two confirmation emails; however, only the last appointment made with the accepted email provided.) 

• If you need to make an appointment for more than one person in your household, you must utilize different emails for each taxpayer requesting an appointment. 

• Upon successful appointment booking, the taxpayer will receive a confirmation email, please check your spam folder if it does not appear in your inbox within 15 minutes. 

2. Available in-person, drop-off, and virtual appointments occur on Saturdays (9:00am-2:00pm) NOON Cut-Off 

3. Available 100% virtual tax service appointments occur only on Wednesdays (10:00am-2:00pm) NOON Cut-Off or (5:00-7:00pm TENTATIVE) (evening appointments depend on volunteer availability). 

4. Virtual tax service requires a personal email and access to a computer/tablet/smartphone to upload documents. 

 WHAT TO EXPECT - In-Person or VIRTUAL APPOINTMENT 

1. Prior to your appointment, complete Form 13614-C Intake Form and Form 14446 Virtual VITA Taxpayer Consent. Please download, enter information, save, and upload the form as advised by the tax site representative. 

2. In-Person Tax Appointment Day/Time: Please be available to sign in at least 30-45 minutes prior to appointment with the EBC VITA tax site representative.  

3. Virtual Tax Appointment Day/Time: Please be available at least 10-15 minutes prior to the phone call, if applicable. You will need to be available for inquiry responses.

4. If you need to change or cancel an in-person or virtual appointment, please use the appointment system – unless it is last minute, please email This email address is being protected from spambots. You need JavaScript enabled to view it. or call (404) 696-2076. 

5. The EBC VITA tax representative will ask identifying, basic qualification/eligibility questions as well as instruct the taxpayer on the document uploading process. 

6. The In-Person and Virtual tax service utilizes the EBC VITA secure portal and the Internal Revenue Service (IRS) Tax Slayer software program, Customer Portal. 

Taxpayers must complete the required steps: 

1. Visit EBC VITA website. (www.ebccares.org/vita) 
   
   
   
2. Complete Form 13614-C and Form 14446 
   
   
   
3. Upload identification, tax documents and forms, and other applicable data for tax preparation 
   
   
   
4. At your initial appointment, the VITA Tax Preparer will send you a link to login/sign-up into the TaxSlayer Customer Portal.  You will create your own personalized username and password. 

• (Virtual) - The Tax Slayer program allows you to upload documents, review and sign your tax return as well as communicate/message with your tax preparer.  
• (In-Person and Virtual) EBC VITA Secure Portal – The secure online portal platform allows you to upload documents, review, and sign documents via Adobe Sign if unable to sign in the Tax Slayer customer portal. 

5. Multiple tax years will need drop-off or virtual tax service and will require more time.

6. The assigned tax preparer contacts you to begin preparing your tax return. Based on the tax information receipt, the turnaround time can the average turnaround time for completion of your tax returns is up to one week. 

7. The quality reviewer will perform the tax return review.  Your tax returns will be available through the TaxSlayer customer portal for you to review and sign electronically.

8. The quality reviewer will then change the tax return status to Ready to e-file.

9. The Site Coordinator or designated VITA Tax Rep will electronically submit the returns to both tax agencies, the IRS and appropriate state.
10. If the return rejects, we will call you on the phone number provided above.  

Check Your Refund Status, please visit the appropriate tax agency: 

• IRS website (https://www.irs.gov/) for the federal tax return - Where's My Refund?  
• GA Dept of Revenue (https://dor.georgia.gov/taxes/individual-taxes) - Check my Refund Status  

Note: The tax return status will display up to 72 hours after e-filing the tax return. 

If you claim the Earned Income Tax Credit or the Child Tax Credit, your federal tax refund will be delayed regardless of whether you use free tax preparation or go to a paid tax preparer 

IMPORTANT:  During tax preparation services should any questions arise in either method a VITA tax representative will contact you via a phone call – be sure to provide the best daytime phone number and voicemail. Please verify the call is from the VITA tax representative.  If you have any concerns about the security of the person calling you, please call (404) 696-2076. If we cannot contact you, this will delay processing and completing your tax return. Please be available during your scheduled time. 

 Reminder: All individuals receiving this free tax preparation service are responsible for the information on their tax return.