Tax Credit Outreach Planning Guide

You don’t have to be a tax expert to help individuals and families learn about and claim tax benefits like the Earned Income Tax Credit (EITC) and the Child Tax Credit (CTC)!

Claiming these tax credits can help more people afford the rising costs of essentials. The credits can also put eligible people on the path to securing better housing, obtaining dependable transportation, paying for quality child care, or pursuing higher education.

This guide provides the resources community organizations and agencies need to connect people to tax credits and free tax help.

Key Tax Credits 

Outreach Fundamentals 

Promoting Tax Credits and Free Tax Help 

Community-based outreach activities are critical to help people who are eligible for tax credits learn about and claim them. This includes people who become newly eligible due to tax law changes, earn too little to be required to file a tax return, enter the labor force for the first time, earn less than expected during the year, mistakenly think they don’t qualify for the credits, or don’t know they can file their taxes for free and claim tax credits for up to three previous years.

Explore these outreach strategies to help people get the money they qualify for:

Strategies for Institutions 

Strategies for Communities  

Free Tax Help

Outreach Resources 

Incorporate these materials in your outreach efforts. Feel free to customize and adapt the content as needed.

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