Tax-Aide Scope

There are three documents which will assist volunteers in determining if a tax return is In-scope or Out-of-scope.

The first document is a large chart on the IRS website. The chart is organized by Form 1040 line numbers in the left column, and certification levels and other information in the top row.

Click here to display the full chart.

The second document is the Tax-Aide Scope Summary. This is a one-page document which summarizes the major in-scope and out-of-scope issues faced in the majority of our work.

The third document is the Tax-Aide Scope Manual. This is a 17-page complete reference to the items which are In-scope and Out-of-scope for Tax-Aide sites.