Project T.O.O.U.R., Inc.

The following Criteria must be met in order for IRS to prepare your Federal Tax

Return:

• You, your spouse and any dependents must be U.S. Citizens, Resident Aliens or

have a valid Individual Taxpayer Identification Number (ITIN)

• Returns will only be prepared for taxpayers with a total income of $42,000 or

less

• If filing a Married Filing Joint return, you and your spouse must be present

• If filing a Married Filing Separately return and your or your spouse live in a

Community Property state, we CANNOT prepare your return

• Social Security Number information presented must match the Social Security

Number (SSN) on Wage & Income statements (i.e. Form W-2, Form 1098, Form

1099, etc.)

• If your Social Security Number information does not match your Wage & Income

statements you will need to contact the issuer to correct those statements (i.e.

Form W-2, Form 1098, Form 1099, etc.)

• Verified ITIN taxpayers are exempt from this requirement

You will need to bring the following (if applicable) in order to have your Federal

Tax Return prepared:

• Valid (i.e. not expired) picture identification for you and your spouse

• You and your spouse’s name, address and phone number

• Copies of ALL Forms W-2, 1098, 1099 and the amount of any other income

received by you or your spouse

• One of the following for you, your spouse and any other persons listed on your

tax return:

1. Social Security Number (SSN) Card or Letter*

2. Adoption Taxpayer Identification Number (ATIN) Card or Letter*

3. Individual Taxpayer Identification Number (ITIN) Card or Letter*

(You must have been issued an ITIN by IRS to quality for e-file)

* Official Social Security Administration or IRS ITIN assignment letters are acceptable.

• Date of birth for your, your spouse and your dependents

• If claiming the Child / Dependent Care Credit, the care provider’s address and

Tax Identification Number (TIN)

• Form 8332, Release of Claim to Exemption for Child of Divorced or Separated

Parents, or copy of divorce decree if you are the non-custodial parent claiming a

child as a dependent

• Proof of Account Number and Routing Number of the financial institution for a

direct debit or a direct deposit of an anticipated refund into your checking and/or

savings account

Additional Information:

• All current year tax returns will be electronically filed

• A 5-digit Personal Identification Number (PIN) will be required for all e-filed

returns, if applicable