Click the links below to download promotional materials. Click here for ideas and sample content to help spread the word about SaveYourRefund.
Remember, tax filers must save using Form 8888 to be eligible — make sure your program makes Form 8888 available to clients! See here for TaxSlayer’s instructions on enabling and using Form 8888.
Giving tax filers the opportunity to pledge to save some of their tax refund before tax season even starts can make it more likely that they will follow through and save. SaveYourRefund offers a pre-commitment form that tax filers can fill out now to receive reminders once tax season starts. Click here to download a pre-commitment toolkit to help you promote this opportunity to your clients, including sample newsletter content and social media posts.
Use these to tell your clients about SaveYourRefund!
Tax Preparer Tip Sheet This half-page document explains how to enter SaveYourRefund in three easy steps. Put these next to volunteers’ computers so step-by-step instructions are always nearby!
Use this Bonds cheat sheet to help volunteers understand and answer questions about bonds.
Flyers in Spanish
These flyers allow you to co-brand a SaveYourRefund flyer with your organization’s logo!