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  Serving Immigrant & Bilingual Clients

 

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  • 2007 Benefits for Working People-English
    An Illinois resource for EITC recipients on additional benefits for which they may be eligible. Benefit programs vary from state to state. Provided by the Center for Economic Progress. [Posted 1/15/07

  • ITIN Acceptance Agent Procedures [DOC, 40KB, posted 1/24/06]
    ITIN Acceptance Agents can assist immigrants in obtaining ITINs from the IRS. This document describes the new procedures for applying to become an Acceptance Agent. Many free tax preparation sites already assist immigrants to fill out W-7 forms to apply for an ITIN: having an Acceptance Agent on site makes the process much easier for clients.

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Sections:

  1. Outreach to Bilingual Populations
  2. Bilingual Letters and Forms
  3. Individual Taxpayer Identification Numbers (ITINs)

Outreach to Bilingual Populations

2007 Benefits for Working People-English
An Illinois resource for EITC recipients on additional benefits for which they may be eligible. Benefit programs vary from state to state. Provided by the Center for Economic Progress. [Posted 1/15/07]

Bilingual (English-Spanish) flyers for a free tax preparation program [PDF, 3.7MB, posted 12/29/04]
Provided by the Center for Economic Progress.

Outreach letter to returning client in English and Spanish [PDF, 76K]
Provided by the Center for Economic Progress.

Flyer for a free tax preparation - bank account program – Spanish [PDF,197K]
Provided by the Center for Economic Progress.

Informational Flyer on Refund Anticipation Loans (RALs) or Rapid Refunds – English and Spanish [PDF, 274K, posted 12/28/04]
Flyer on the costs to taxpayers of Refund Anticipation Loans (RALs) provided by paid tax preparers. Provided by the Center for Economic Progress.

Financial Aid and Scholarships for Immigrants [PDF, 14 KB, posted 12/15/04]
This document from the Midwest Immigrant & Human Rights Center lists financial aid resources available to immigrants.

National Consumer Law Center Resources
The National Consumer Law Center provides informational brochures on Refund Anticipation Loans, checking cashing, credit reports, and other topics that can be used to provide education to tax preparation clients.

Bilingual Letters and Forms

Letter provided to clients after completing their return (English-Spanish) [DOC, 56K]
This letter from a previous tax year was given to clients after their return is completed along with a copy of their federal and state returns. It provides necessary follow-up instructions. Provided by the Center for Economic Progress.


Individual Taxpayer Identification Numbers (ITINs)

ITIN Acceptance Agent Procedures [DOC, 40KB, posted 1/24/06]
ITIN Acceptance Agents can assist immigrants in obtaining ITINs from the IRS. This document describes the new procedures for applying to become an Acceptance Agent. Many free tax preparation sites already assist immigrants to fill out W-7 forms to apply for an ITIN: having an Acceptance Agent on site makes the process much easier for clients.

Matricula Consular [PPT, 2.7MB posted 11/29/05,]
Presentation on background, issuance requirements, process and security provisions, provided by the Secretaria de Relaciones Exteriores.

Consular Identification Cards [PDF, 1.6MB, posted 11/29/05]]
A report on Consular Identification cards accepted within the U.S, including positions and policies of federal agencies regarding them. Issued by the Government Accountability Office.

Most Frequently Asked Questions Regarding the Matricula Consular [PDF, 75KB. posted 11/29/05]]
Covers international law, document security, benefits to the U.S. and Mexico, immigration status.

ITINS and Financial Services Factsheet [PDF, 33KB, posted 11/29/05]
Describes what an ITIN is, how financial institutions are accepting them, the advantages for non-U.S. citizen taxpayers of obtaining one. Provided by the Immigrant Taxpayer Working Group of the National Community Tax Coalition.

ITIN Presentation from the IRS [PPT, 180KB, posted 12/14/04]
Describes what an ITIN is, how it can be used, when it is required, and tests related to it.

The IRS Individual Taxpayer Identification Number: An Operational Guide to the ITIN Paper Program [PDF, 2MB, posted 1/4/05]
This document is intended for tax prep programs and other community service providers. The goal is to help them make an informed decision about serving clients who need ITINs. The paper can also be used by individuals and organizations who are interested in the issues surrounding ITINs. Provided by Center for Economic Progress.

Presentation on the ITIN [PPT, 98K]
A presentation prepared by the Center for Economic Progress on the applicability and benefits of the ITIN.

Flyer with information on ITINs (English-Spanish) [PDF, 208KB]
Individual Taxpayer Identification Numbers (ITINs) are used by immigrant taxpayers who do not have social security numbers to file their taxes. This flyer, created by the Center for Economic Progress, is an outreach tool used to educate taxpayers and the community about ITINs.

Immigrants and the Individual Tax Identification Number (ITIN): How Can the ITIN be Used as an Identifier? [PDF, 148K]
This document guides immigrant worker organizations through the various issues encountered when using the ITIN. It includes the requirements for obtaining an ITIN, how to use an ITIN in place of a Social Security number (SSN) in some instances, and tips on how to advocate for ITIN taxpayers. Document provided by the National Employment Law Project.

ITIN Fact Sheet [PDF, 140KB, posted 8/5/05]
Describes what an ITIN is, their usefulness, and how to apply. Intended for use by immigrant worker advocates. Provided by the National Employment Law Project.

State Driver's License Requirements for Immigrants [PDF, 202K]
States have different requirements for obtaining a driver's license. This guide from the National Immigration Law Center will help your clients determine if they require a Social Security number to obtain a driver's license in your state.

ITIN Success Stories [DOC, 35K]
Real stories of clients who benefitted by obtaining ITINs. Provided by the Center for Economic Progress.

Media Guide for Undocumented Workers
Talking with the media can be risky for undocumented workers. This resource from the National Immigration Law Center provides advice on reducing the risk.

SSA No-Match Letters
SSA No-Match letters are mailed by the Social Security Administration to employers stating that an employee’s social security number does not match SSA’s records. This practice has caused job loss and anxiety among workers. This resource from the National Employment Law Project in Spanish and English provides advice to affected workers.

Recovery of Unpaid Wages for Undocumented Workers [Word, 70KB, posted 8/5/05]
Fact Sheet on making payments (and filing taxes) for undocumented workers owed back wages and other monies in employment and labor disputes. Intended for community organizing groups working with immigrants. Provided by the National Employment Law Project.

Special Issues for Immigrants Filing Income Tax Returns [PDF, posted 8/5/05]
This document provides guidance for agencies who advise immigrants filing tax returns. It also addresses workers who are misclassified as independent contractors.

 
 

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