How to Volunteer for the 2013 Tax Services Program:
By volunteering one hour of your time, you could put up to $5,000 into the pockets of hardworking, low to moderate-income families. If you are interested in volunteering please complete the Volunteer Interest Form below:
Tax Program - Volunteer Opportunities - Click Here
Tax Program - Volunteer Information - Click Here
Tax Program - Volunteer Interest Form - Click Here
Tax Program - Volunteer Training Information - Click Here
No Prior Experience Required to Volunteer!
Training will be provided free of charge. All volunteers are required to attend one training session and complete a short online "open book" test.
Online training, Link and Learn, will also be available through the IRS website.
Volunteer Opportunities for the 2013 Tax Season:
Greeter/Screener
Greet entering taxpayers
Ensure taxpayers have brought all the necessary paperwork and documents
Maintain sign in sheet for all taxpayers
Assist taxpayers with filling out the Intake/Interview form
Discuss taxpayer’s needs to establish the scope of their return, and ensure that they are sent to an appropriately certified preparer
Training/Certification:
Must complete and sign Volunteer Standards of Conduct Certification and Agreement
Must attend Greeter/Screener training
Tax Preparer
Assist VITA taxpayers with preparing their tax returns
Discuss with taxpayers which tax credits they may qualify for
Ensure taxpayers claim all credits that they qualify for
Training/Certification:
Must complete and sign Volunteer Standards of Conduct Certification and Agreement
Must attend tax law trainings
Must certify to at least the Basic level of tax law, higher levels recommended
Tax Site Coordinator
Set up / cleanup for assigned Tax Site(s)
Ensure all Tax Site Quality Requirements are met at all times
Assist Tax Preparer Volunteers by completing Quality Reviews on returns
Training / Certification:
Must complete and sign Volunteer Standards of Conduct Certification and Agreement
Must attend tax law trainings
Must certify to at least the Intermediate level of tax law, higher levels recommended
Tax Volunteer - Training Resources:
IRS Link & Learn website - click here
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