Reference Material

IRS

DOR

Tax-Aide

Access to Tax-Aide documents is restricted to Tax-Aide volunteers only.  Contact your district or local coordinator for the password.  Click here to link to the Tax-Aide page.

Massachusetts Resource Guides (Mass Manuals)

Massachusetts Tools and Quick Guides

  • Massachusetts Tax-Aide Scope.  This document augments the national level scope document with Massachusetts unique requirements.
  • Massachusetts Interest Entries TY2017.  This is a quick reference on how Massachusetts taxes different types of interest and tells you where to enter that information in TaxSlayer. It’s useful to include this with your 4012 so you have it handy when preparing returns.
  • Massachusetts TaxSlayer Worksheet TY2017 (5 Jan 2018).  This is a tool to help preparers keep track of the manual entries that need to be made in TaxSlayer for Massachusetts returns.  It’s useful to fill this out for each taxpayer, then use it to complete the Massachusetts return and do the required quality review. It can be included in the taxpayer’s envelope with the other tax documents.
  • Massachusetts Optional Sales Tax Tables.  These tables are excerpts from the 2016 and 2017 1040 Schedule A Instructions  — but in a much larger font.
  • Massachusetts Circuit Breaker Calculators.  If the taxpayer’s property is larger than one acre, you can use these calculators to determine how much of the real estate taxes paid can be used for the Circuit Breaker credit.  Download the Excel version or download and print a PDF worksheet.