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211 and the United Way Promote Free Tax Preparation

US 211

Americans have less than a month left until the April 15th deadline by which they must file their federal and state tax returns. This can be a stressful and costly event for American families. Some choose to brave the mountains of forms and instructional packets on their own. Others use DIY software to guide them, while many pay a professional to make the calculations and filings on their behalf. Committed to improving financial stability, the United Way in partnership with 211 call centers all across the country are trying to alert eligible citizens of another option.

Depending mostly upon income and the types of forms to be filed, many may qualify for free tax preparation services. By dialing 2-1-1 they can learn more about their eligibility or participating tax preparation sites in their area. These tax preparation sites use volunteers who have gone through extensive training to be volunteer tax preparers. People can also visit MyFreeTaxes.com to go through the filing process online.

It’s also important that eligible families take advantage of the Earned Income Tax Credit (EITC), a credit which helps low-wage families and can assist in lifting families out of poverty. Unfortunately an estimated 20% of eligible Americans don’t claim this credit, but the United Way is looking to change that through their awareness programs.

Going a step further, the United Way and the MyFreeTaxes.com site educate Americans on ways they can maximize their refund by purchasing savings bonds, opening a savings account, paying overdue bills, paying down debt, or contributing to their household emergency savings fund. All of these wise uses of tax refunds contribute to the goal of financial stability in communities across the US.

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Expand Your Brand: Public Resource Directory option

If you use iCarol’s Public Resource Directory feature to let visitors search for resources on your website, you can also offer the ability for visitors to create a pdf of their search results that they could print out or save. Laptop in useThere’s no extra charge for this if you subscribe to the Public Resource Directory feature.

If you’d like to customize that pdf, we can do that for you. You could have a custom cover page and/or a custom page header. Maybe you’d like to include your logo, a mission statement, and/or funder information? There is an extra setup charge for this customization. Please contact your iCarol rep or .

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Prevent Repeat Callers from Skewing Your Statistics and Reports

Statistics

If you’re like most helplines, you have several repeat callers who use your services regularly, often more than once per day. Having access to empathetic listeners brings comfort to those with chronic and persistent mental illnesses or developmental disabilities. They access your hotline as a part of their repertoire of daily activities and coping skills that keep them feeling supported and grounded.

They’re an important part of the work you do and they need your services, but have you stopped to think about how their calls affect your statistics?

Data collection on all calls, including those from your repeat callers, is very important. But one individual calling multiple times can skew your numbers on things like gender, age, race, and issues.

One thing we suggest is that you add a question on your Call Report that simply asks your phone worker whether or not the call being logged is from a repeat caller, with ‘Yes’ or ‘No’ options for the answer. This question could also be included on the ‘background’ tab of repeat caller profiles so it can automatically be collected when that profile is used.

Graph with upward trend

If there comes a time where you need to exclude repeat calls from your data, now you have the option to do so. When it comes time to run a statistical report, add that question as a Call Content Filter. Select ‘No’ as the filter if you’d like to exclude all of your repeat callers from that report. A filter with the answer ‘Yes’ will show you just your repeat callers’ information. Applying no call content filter at all will show data from all your callers, repeat and non-repeat.

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