LEGAL AID SOCIETY OF ORANGE COUNTY 5

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EXHIBIT B Guidelines for Outreach/Publicity Efforts and Use ofI-CAN! Trademark and LASOC Credit for EIC Module Listed below are a few guidelines for promoting the use of the EIC Module (in any forum, including on flyers, posters, television or radio advertisements, on billboards and on websites, etc.), using the I-CAN! trademark, and crediting LASOC for providing the EIC Module. Please call JeffIsbell (714-571-5296) at LASOC with any questions regarding interpretation of these Guidelines, and to receive copies of acceptable advertising materials already created by LASOC. I. General information concerning the Earned Income Tax Credit (e.g., what it is, who can apply for it, what are the general limits on income levels/number of children in order to be eligible to receive the EITC, how many people in the area are estimated to be eligible to receive the EITC, what an average EITC recipient might receive) should be included. This general information should avoid making any type of promise about eligibility for the EITC or receipt of any refund amount. 2. General information concerning electronic filing oftax returns (e.g., that the IRS has made it a priority to promote e-filing nationwide, how many millions of people nationwide e- filed last year, how many are estimated to e-file for this tax year, the benefits of e-filing and direct deposit) should be included. OutreachlPublicity should not mention any commercial or other tax preparer by name, or refer to any specific preparer by implication or word-play. 3. General information on your program and the services it provides to assist eligible taxpayers in filing for the EITC, including general information concerning the availability in the area of the EIC Module, should be included. This information should explain that the EIC Module has been designed to allow eligible taxpayers to e-file or print out and mail tax retums claiming the EITC, and that use of the EIC Module is 100% free and does not involve any sales pitches for RALs or any other products. It should specify where eligible taxpayers can go to access the EIC Module and what type of docunlentation they should have on hand before sitting down to start the application. It should not make any promises that a taxpayer will be able to e- file, will be eligible for the EITC, or will receive any refund at all or in any amount. Again, this information should promote your program and encourage eligible taxpayers to use the EIC Module, but should not make any comparisons to any commercial tax preparer or product. 4. All material advertising the EIC Module should include the I-CAN! trademark in one of the following forms: . . The I-CAN!TM mark should be located near the discussion of the ErC Module. The first time the 2005-6 I-CAN!nl EIC Program Agreement 10