Guidance for community-based navigators helping hard-to-reach clients access their tax benefits.


Need help claiming your tax benefits? To get help claiming the Child Tax Credit, stimulus payments, Earned Income Tax Credit, and other credits, go to **GetCTC.org* and click “Get Started.” If you need assistance, click "Chat with us."*

Each year millions of families are eligible for thousands of dollars in tax benefits like the Child Tax Credit and Earned Income Tax Credit, but don’t receive them because they haven’t filed a tax return. This year, more families than ever qualify for these expanded tax benefits. You can help these families by becoming a community navigator.

Interested in serving clients virtually? Consider volunteering as a GetYourRefund and GetCTC screener! You’ll help clients better understand our tools and what they need to successfully complete their returns through our easy-to-use online platform. Read more about this exciting opportunity!

This year nearly every family that has a child with an SSN can claim the expanded Child Tax Credit (CTC) - up to $3,600 per child and up to $1,800 per child for families who received monthly payments last year. But they must file a 2021 tax return to receive their full credit, regardless of whether they filed. For many families, using GetCTC will be their easiest option.

Navigators don’t have to be tax experts. Navigators are trusted, community-based guides that help marginalized families access information and resources to claim their eligible benefits.

There are a number of ways you can assist families in accessing their benefits. It’s up to each organization to determine the level of support they’re able to provide and what would be most valuable to their target audience. Assistance could include:

Navigator Resources

We’ve created and compiled a number of resources that can help you assist families in accessing their benefits. You do not need to read all of the information before getting started. We suggest looking through our intro resources and then using only the resources most relevant to the type of support you plan on offering.

Introductory Resources

<aside> 📌 Get help during our outreach and navigator office hours on most Thursdays from 1-2 pm ET.

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GetCTC Information and Resources

GetCTC’s simplified filing tool allows families without a tax filing obligation to claim the Child Tax Credit and any portion of their missing third stimulus payment. The tool will be available through mid-November.