File Virtually With VITA

THIS VIRTUAL SERVICE IS ONLY AVAILABLE

FEBRUARY through MAY

If doing your own taxes isn't your preference and you can't visit one of our customer services locations to drop off your documents, we offer a convenient and secure solution. You can use our FREE virtual method, which is accessible online with a valid email. This allows you to easily and securely send us all your necessary documents. Our dedicated IRS-certified VITA volunteers will then prepare your taxes for you.

Here are the benefits of using Encyro, our secure transmission service:

  • Share necessary forms and documents with your VITA tax preparer
  • Communicate with your preparer for any questions or clarifications
  • Electronically sign your final tax return for us to file with the IRS
  • Receive an electronic copy of your completed tax return
  • No need to come to one of our sites

Follow the steps below and we’ll have your taxes done in no time!

  1. Gather a picture ID for the primary and secondary taxpayer
  2. Gather social security cards for everyone on the return
  3. Gather all income wage forms
  4. Complete and save the fillable form:   13614-C Intake/Interview & Quality Review Sheet
  5. Complete and save the fillable form:   LTM Customer Information Sheet
  6. Complete the 2nd page and save the fillable form:  14446, Virtual VITA Taxpayer Consent
  7. If you encountered Education expenses, complete and save the fillable form:  Education Expenses
  8. If self-employed, complete ONE of the fillable forms listed below:
  9. If wishing to apply for an ITIN, complete and save the fillable form:  ITIN Application
  10. Log into our secure transmission service, Encyro, by clicking this link:  www.encyro.com/vita
  11. Once you are in Encyro, upload the forms you just completed, along with all your tax documents, ID, and social security cards