Salesforce/ I&F
When do we want to schedule a follow up for the client?
One business day after scheduled appointment.
Lyft rides have capacity for up to how many passengers per ride?
4 Passengers
What is this year's income threshold?
$64,000
What does IRS stand for?
Internal Revenue Service
If the client would like to remain anonymous, can we move forward with a tax appointment?
No:
We would need to create a profile for every caller. Provide VITA Website/IRS customer service line if the client does not want to continue.
Are the Demographic questions necessary to schedule a tax appointment?
No:
They are completely optional
Clients that are no-shows to their dispatched ride more than how many times, will be automatically disqualified from the program?
3 times
True or False:
If someone is filling (Married filing Separately) we can NOT move forward with a tax appointment.
False:
We want to be transparent with the client & advise we can move forward with scheduling; however, we cannot guarantee the tax site will be able to further assist (please provide tax sites number for client to verify on their own first)
What is the IRS customer Service Phone number?
1-800-829-1040
What does CIE stand for?
Community Information Exchange
Under what Domain is the intake and form?
Income & Benefits Domain
True or False:
We only want to offer LYFT rides to the vulnerable population (Example: Elderly/Disabled/Families)
False
True or False:
Someone can file with VITA if they have no rental income (from a property they own)
Correct!
Are you able to get a copy of your W2/1099 through the IRS website?
True / Yes
What is the Tax Lines hours of Operation?
Monday-Friday 7:30 AM - 5:30 PM
Saturday 8:00 AM - 4:30 PM
What information do we include in the Appointment Details on the Intake & Form?
Location/Time/Date
How many LYFT rides per day can clients schedule?
2 rides / 1 round-trip (per client / per day)
If someone is claiming a dependent under the age of 18. What tax credit might they be eligible for?
Child Tax Credit
What does ITIN stand for?
Individual Taxpayer Identification Number
What is 211's phone number?
(858) 300-1211
2 of these barriers do NOT belong in the Intake & Form, can you guess which one?
Disability / Language / Homelessness/ Transportation / Military Status
Homelessness & Military Status
What is LYFT's 4-point safety check?
1) Check the vehicle make & model
2) Confirm the license plate
3) Match the driver to the picture in your app
4)Ask your driver who they’re here for
If someone is claiming a dependent under the age of 6 years old. What tax credit might they be eligible for?
Child Tax Credit & the Young Child Tax Credit
When is the due date to file your California state tax return?
Mon, Apr 15, 2024
What is Raychel's favorite color?
Lilac