VITA: A step-by-step guide to increase your impact

In this report, The Common Cents Lab and MetLife Foundation share findings from the experiments we have run over the past several years with VITA providers to improve tax-related outcomes. We encourage you to consider implementing these ideas and engaging in additional conversations about how to use behavioral science to increase financial capability for all taxpayers. 

The report outlines a series of interventions that exemplify
ways these best practices have been implemented in the field and
how to use behavioral science to further extend their impact. We’ve
organized these interventions into two categories:

  • Increasing uptake and retention in VITA, and
  • Increasing refund savings.