[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-304751-105":53,"doc-detail-304751-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","for-hire-business-tax-return-intake-packet","FOR HIRE BUSINESS - Tax Return Intake Packet","","Tax return intake guidance for taxpayers using an in-person service appointment system. The packet instructs filers to complete required NY3 intake and IRS interview/quality review forms before their visit, and to bring all documents and information listed for every person on the return, including identity and tax payment items. It also specifies special handling for for-hire income, outlines tax credits and additions/subtractions eligibility checks, and provides contact instructions for questions via United Way Help Line or email.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/for-hire-business-tax-return-intake-packet/304751/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/for-hire-business-tax-return-intake-packet/304751.png","ImageObject",442,249,{"name":88,"@type":89},"Marry","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-26","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":9},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"Is drop-off service available for this tax preparation process?","Question",{"text":108,"@type":109},"No. Drop-Off Service is not offered at any location, and filers must remain at the tax site.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What forms must be completed before your appointment?",{"text":113,"@type":109},"Complete the NY3 Intake Form on the back of the page and complete the enclosed IRS Intake/Interview and Quality Review Sheet before your appointment.",{"name":115,"@type":106,"acceptedAnswer":116},"What should you do if you have for-hire income such as Lift, DoorDash, or Grub Hub?",{"text":117,"@type":109},"Print out and complete a separate packet from HV-CASH.org, as for-hire income requires additional steps.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},304751,1790433579,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":79,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":25,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":47},5909892079670,"https://ap-avatar.wpscdn.com/davatar_276721f389ce27ea32af1340a28f341c","We will prepare your tax return following the IRS and AARP Foundation Tax-Aide requirements for IN-PERSON SERVICE. Drop-Off Service will not be offered at any location, filers must remain at the tax site.  \nSERVICE OFFERED BY APPOINTMENT ONLY  \nPrior to your appointment,   \n• Complete the NY3 Intake Form on the back of this page.  \n• Complete the enclosed IRS Intake/Interview and Quality Review Sheet  \n• Collect all the required documents outlined in Documents We Need to Prepare Each Tax Return  \nPlease note valuable information you received in your appointment confirmation email regarding additional forms you may need for your appointment.  \nAny returns with for hire income (Lift/DoorDash/Grub Hub) You must print out  and complete a separate packet [from HV-CASH.org](from HV-CASH.org).  \nIf you have questions on this process, please contact us through the United Way’s Help Line, by dialing 211 or 1-800-899-1479, Monday-Friday 9:00 am-4:00 pm or anytime at  \n[leddy@dutchesscap.org](leddy@dutchesscap.org)  \nThis entire packet [is also available for download from HV-CASH.org](is also available for download from HV-CASH.org)  \nNY3 Intake Information Form TY 2023-Counselor  \nFor use by AARP Foundation Tax-Aide Program Only  \n| Taxpayer’s Name (F/L): | County: |  | School District Name: |\n| --- | --- | --- | --- |\n| Time lived in NYS:   entire tax year   less than 6 months   more than 6 months but less than entire tax year. |  |  |  |\n| Bring the following documents and information for ALL persons included in the tax return |  |  |  |\n|   Social Security or ITIN Cards   Driver’s Licenses\u003Cbr>  HSA Self OR   HSA Family *(for filers with a Health Saving Account)\u003Cbr>  HSA \\# Months Covered *   HSA Distributions Form 1099-SA *   HSA Contributions Form 5498-SA *\u003Cbr>$  OR If HSA Contribution form is not yet available amount that was contributed * |  |   School District Tax Bill including STAR   City/Town/Village/County Tax Bill(s)\u003Cbr>  Library Tax (may be included on another tax bill)\u003Cbr>  Federal/State Estimated Payments (Amounts/Dates)   Blank/Void Bank Check (Routing/Account \\#)   Electronic Transfer OR   Mail if Refund Due  Withdrawal Date IF Balance Due AND you want\u003Cbr>an Electronic Bank Payment |  |\n\nConsider “you” in most questions to include spouse if filing a joint return and dependents.  \n\n| Credits You May Be Entitled To (All items in Taxslayer/Credits) | Yes | No | Not\u003Cbr>sure |\n| --- | --- | --- | --- |\n| 1. Did you pay long-term care insurance premiums during the tax year? (IT-249) | $ |  |  |\n| 2. Were you an active volunteer firefighter or ambulance worker for the entire tax year? (IT-245) |  |  |  |\n| 3. Did you pay unreimbursed undergraduate college tuition expenses by cash, check, credit card, borrowed funds, or 529 programs for yourself, your spouse, or your dependent(s)? Note: Does not include scholarships or other financial aid not required to be repaid. (IT-272 or IT-203B) |  |  |  |\n| 4. Did you pay child support for a minor child not living with you (noncustodial parent) through the NYS support collection unit for at least half of the year? (IT-209) |  |  |  |\n| 5. Was the total income for all individuals living in the household $18,000 or less; the NY home you owned and occupied has a current market value of $85,000 or less; or was your monthly rent $450 or less not counting utilities? (IT-214) |  |  |  |\n| 6. Was any of your income taxed by another state or local government? (IT-112R) |  |  |  |\n| 7. Do you use clean fuel oil (biofuel) for residential heating? Bring required details/invoices that must include purchase date, gallons of biofuel, and % of biodiesel per gallon of biofuel. (IT-241) |  |  |  |\n| 8. Did you purchase, install, or lease a solar energy (IT-255) or geothermal (IT-267) system or equipment at your residence during the tax year? Or electric vehicle (if yes, we cannot complete your return) |  |  |  |\n| 9. Did you pay nursing home special assessment expenses during the tax year? (IT-258) |  |  ","cbCaigIekPLI9IFr","https://ap.wps.com/l/cbCaigIekPLI9IFr","pdf",1341635,"English","# Service by Appointment Only\n## Pre-appointment forms and required items\n# Credits You May Be Entitled To\n## Eligibility questions (Taxslayer/Credits)\n# Additions and Subtractions\n## Income additions/subtractions checklists\n# Documents Needed to Prepare Each Tax Return\n## Required by law and rescheduling guidance","[{\"question\":\"Is drop-off service available for this tax preparation process?\",\"answer\":\"No. Drop-Off Service is not offered at any location, and filers must remain at the tax site.\"},{\"question\":\"What forms must be completed before your appointment?\",\"answer\":\"Complete the NY3 Intake Form on the back of the page and complete the enclosed IRS Intake/Interview and Quality Review Sheet before your appointment.\"},{\"question\":\"What should you do if you have for-hire income such as Lift, DoorDash, or Grub Hub?\",\"answer\":\"Print out and complete a separate packet from HV-CASH.org, as for-hire income requires additional steps.\"}]","FOR HIRE BUSINESS - Tax Return Intake Packet | PDF",1789816902]