Guidance for community-based navigators seeking to help hard-to-reach clients access the Advance Child Tax Credit (AdvCTC) or Economic Impact Payment (EIP or Stimulus).
This page provides training materials and resources for community organizations and volunteers. If you need to file a simplified return to claim the Child Tax Credit or stimulus payments, go to GetCTC.org and click "File your simplified return." If you need assistance, click "Chat with us."
Millions of families are eligible for thousands of dollars in Child Tax Credit and stimulus payments from the IRS, but won’t receive them because they haven’t recently filed taxes, or their information on file with the IRS is out of date. You can help these families by becoming a Navigator.
Navigators don’t have to be tax experts. Navigators are trusted, community-based guides that help marginalized families utilize IRS tools, and understand and complete the process of filing their taxes.
As a Navigator, you’ll help families:
To get started as a Navigator:
Here are few more core resources you may find yourself referencing frequently when helping families. Take a quick look before you get started so you know what’s here. It’s ok if you can’t memorize everything, as long as you know where to find the information later.
Need more direct assistance? Register for our Navigator Q&A Webinars, every other Friday in August and September, hosted by the Center on Budget and Policy Priorities and Code for America. The sessions will feature open Q&As about CTC, stimulus payments, and the tools used to access them, and are a place for you to learn and share Navigator best practices.
Research based on conversations with families who don’t file taxes about how they see the IRS, and barriers they face in claiming payments.