Tax Credits
Financial stability is essential for family success. It’s also essential for a thriving workplace, staffed by employees
who aren’t weighed down by stresses over money.
Tax credits can be a vital source of additional income for a family struggling to make ends meet during these financially
troubled times. And all it takes for an individual to apply is to file their taxes.
Earned Income Tax Credit
More than $5000 in cash for eligible families, simply for filing taxes.
National Human Service Assembly and Corporate Voices for Working Families EITC Toolkit This toolkit is
specifically designed to do effective EITC outreach in the non-profit workplace. Materials include everything an HR or
employee supervisor needs to understand what benefits are out there and how to connect their teams with them, including:
an easy-to-use guide, fliers,
posters, paycheck stuffers, and more.
The Center for Budget and Policy Priority EITC toolkit consists of
everything you need to get an EITC awareness and enrollment campaign aimed at reaching constituents up and running in your
organization or community. Materials include: Paycheck stuffers; fliers in 21 languages, checklist of materials needed to
file; outreach strategies; posters in English and Spanish, and more.
The National League of Cities’ YEF EITC Toolkit provides a
comprehensive look at EITC and how to mount a full scale campaign. Although oriented for municipal leaders, this toolkit
has a wealth of resources, information and outreach ideas.
The Official IRS EITC Information Site. Learn everything you
need to about the EITC here – from what EITC is to how to participate in National EITC Awareness Day, January 28th, 2011!
The National Community Tax Coalition Site. This coalition seeks
to improve the economic well being of low- and moderate-income individuals, families, and communities by building a movement
to dramatically increase access to tax credits and benefits. The site contains the latest EITC news, info on community-based
free tax preparation programs, trainings, events and resources.
National Women’s Law Center’s EITC Resource Page.
The NWLC has put together a wide range of tax credit resources for parents, advocates and service providers. The site also
contains fliers on tax credits specific to all 50 states and the District of Columbia. Advocates and families can download
these materials to use in their community outreach.
Child Tax Credit
Up to $1000 per qualifying child for any worker who earned more than $3000 in 2010.
CTC IRS Fact Sheet
Center on Budget and Policy Priority Overview
Child and Dependent Care Credit
Non-refundable credit for expenses to care for a child or dependent with disabilities in order to work for up to $2100.
CDCC IRS Fact Sheet
American Opportunity Tax Credit (Formerly the Hope Credit)
Educational credit for tuition and expenses for undergraduate students worth up to $2500.
AOTC IRS Fact Sheet
*You can also just take a look at the one-sheet IRS guide
to most basic tax credits.
The Family Strengthening Policy Center was developed with support
from the Annie E. Casey Foundation.
January 28th, 2011 is National EITC Awareness Day!
So, take advantage of the Employer Toolkit we’ve put together for you with Corporate Voices for Working
Families and let your employees know about this important income booster!
Money that Matters: Doing Tax Credit Outreach in the Workplace
to learn more about why EITC and other tax credits are vital for your employees and organizations along with easy ways to do
outreach in the workplace. Get the slideshow»
Help Employees Avoid Predatory Tax Preparation Practices
Promote the IRS Volunteer Income Tax Preparation Program.
When your employees go to a tax-preparation company to get their refunds instantly, they end-up paying for high-interest,
short-term loans that involve finance charges and preparation fees. This can significantly detract from the benefit of
the credit.
By visiting a VITA center and waiting a few days longer for returns, employees can file for free and receive the full
amount of their refunds. Some VITA sites also provide information on additional federal benefits or help individuals
to set-up bank accounts. Find out more about this service or locate a nearby VITA site.