This resource library is simply a collection of materials SETI has collected and arranged by broad subject matter.  Bear in mind that this field is so new, there are no "best practices" and no "promising practices."   The materials are listed in no particular order, and no endorsement of the material  is intended.

We invite other practitioners to submit outreach, intake, or training materials that are relevant to others serving the tax preparation needs of self-employed microbusinesses.  Please send to SETI.

Processing for Self-Employed Businesses (Intake forms, Checklists, Procedures)

• Planning Checklist for Self-Employed Tax Clients Just Harvest Education Fund, PA
• Planning Checklist for Small Business Owners Western Dairyland Economic Opportunity Council, Inc., WI
• Checklist for Self-Employed/Sole Proprietor VITA filers Alternatives Federal Credit Union, NY
• Summary of Business Operations for 2006 United Way of Tucson and Southern Arizona
• Estimated One Year Profit and Loss Statement Western Dairyland Economic Opportunity Council, Inc., WI
• Small Business Intake Form Western Dairyland Economic Opportunity Council, Inc., WI
• Self-Employment Tax Organizer AccountAbility Minnesota
• Self-Employment Tax Organizer (Spanish version) AccountAbility Minnesota
• Self-Employment Tax Organizer (Excel) Latino Economic Development Center, DC 
• Intake and Eligibility Form Foundation Communities, TX
• Schedule C-EZ Income and Expenses Help-Sheet  The New York City Financial Network Action Consortium (NYCfNAC) and the Financial Clinic, NY

          Specific Self-Employed Business Types (Childcare)

• Childcare Planning Checklist Western Dairyland Economic Opportunity Council, Inc., WI
• Daycare Provider Planning Guide Accounting Aid Society, MI
• Childcare Tax Worksheet Western Dairyland Economic Opportunity Council, Inc., WI
• Daycare Tax Organizer AccountAbility Minnesota
• Childcare Provider Checklist Center for Economic Progress, IL

 Marketing and Outreach for Self-Employed Tax Preparation

• Sample Appointment Letter United Way of Tucson and Southern Arizona
• Winter 2007 Newsletter Article - Preparing for Tax Season Nehemiah Gateway Community Development Corporation, DE
• Free Tax Preparation Flyer for Self-Employed- English and Spanish Nehemiah Gateway Community Development Corporation, DE
• Free Tax Preparation Flyer Central Vermont Community Action Council, VT
• Free Tax Preparation Postcard Central Vermont Community Action Council, VT
• Brochure for VITA Schedule C Tax Prep United Way of Tucson and Southern Arizona
• Free Tax Help for Small Business Flyer Western Dairyland Economic Opportunity Council, Inc., WI
• Self-Employment Basics Center for Economic Progress, IL
  
  Specific Self-Employed Business Types (Childcare)
  • Tax Planning for Childcare Business Flyer Center for Economic Progress, IL
  • Year-long Calendar for Childcare Providers Western Dairyland Economic Opportunity Council, Inc., WI
  • Spring 2007 Newsletter Advertisement - Free Tax Prep Nehemiah Gateway Community Development Corporation, DE
  • Tax Workshop Flyer Just Harvest Education Fund, PA

• Waiting Room Video
  Foundation Communities, TX developed a video for tax preparation sites to play while tax clients waited to be served.  The entertaining yet educational video aims to welcome and encourage self-employed clients to follow up and participate in Foundations Communities' self-employed classes.
  
  
  To view this video in Spanish click here
  

Providing Post-Tax Day Follow-Up Services

• Spring 2007 Newsletter Article - Tax Season Follow-Up Nehemiah Gateway Community Development Corporation, DE

Tax Preparer Training Materials

• Schedule C Training PowerPoint, Nehemiah Gateway Community Development Corporation, DE
• 2006 Schedule C-EZ Volunteer Training, AccountAbility Minnesota
• Self-Employment Training Module, Accounting Aid Society, MI
• Federal Tax Consideration of Business Entities, Accounting Aid Society, MI