Follow the steps to complete the checklist accurately.

1. Press the ‘Get Form’ button to access the form and open it in your document editor.
2. Verify your photo ID(s) and social security or Medicare cards. Make sure to check the corresponding boxes to confirm that these documents have been validated.
3. In the 'Verified by' section, provide the names of the tax preparer and second VITA volunteer who completed the verification.
4. For each document listed, indicate whether it has been received or is being returned. Use the 'Quantity Received' and 'Quantity Returned' columns to keep track.
5. Complete the fields for miscellaneous documents as necessary, ensuring accuracy in reporting items such as 1099 forms, W-2 statements, and medical expenses.
6. In the permission section, allow the VITA representative to take the indicated documents by providing your name and signing in the designated areas.
7. Document the name of the assigned VITA volunteer and their signature in the assigned section to confirm they are responsible for your case.
8. Ensure to fill out the acknowledgment that the documents have been returned to you with your name, signature, and date.
9. Review all information for accuracy. Once everything is completed, save your changes and choose whether to download, print, or share the form.

Complete and submit your VITA Checklist for Valet Clients online to ensure a streamlined tax preparation experience.