All volunteers are asked to arrive at the VITA location 10-15 minutes before their scheduled volunteer time. When arriving, please be sure to sign in with your Site Coordinator. If volunteering at a VITA site for the first time, please remember to bring your signed Volunteer Standards of Conduct (VSoC) Agreement and a photo ID to verify your identity. Each site you volunteer at (if more than one) will need to have a copy of your signed VSoC Agreement.
When taxpayers arrive, a Greeter will distribute the Intake/Interview & Quality Review Sheet and ensure that taxpayers have the required documentation needed to complete the return. Once the taxpayer has been screened by the Greeter, you will go over the Intake/Interview & Quality Review form with the taxpayer then enter the information into the software. When completing the return, your Site Coordinator or a volunteer certified at the appropriate level will conduct a Quality Review of the return. Once the return is completed, the tax return will get printed, reviewed, and signed by the taxpayer and will be informed of their responsibility for the information on the return.
The VITA program has several ways of ensuring that each return is prepared correctly. Taxpayers will initially be screened by Intake Specialists (or “Greeters”) when entering the location. The Intake/Interview & Quality Review process ensures that the information is entered into the TaxSlayer software is correct. The return will then undergo the Quality Review process by your Site Coordinator or a volunteer certified at the appropriate level. Before any return is submitted, it is printed and reviewed with the taxpayer. Basically, three sets of eyes review the return before it is submitted. Also, the TaxSlayer software will not allow any tax return to be submitted if the information provided is incomplete or inconsistent.
After you submit your Volunteer Registration Form, you will be contacted to confirm contact information, availability, training dates, and site preference(s) by VITA Program staff and/or your Site Coordinator.
Please remember that all volunteers must complete the Volunteer Standards of Conduct regardless of their role in the VITA Program. If you are volunteering as a tax preparer, you must complete your certification prior to volunteering at a VITA site.
Please contact your Site Coordinator or VITA Program staff and notify them of your absence as soon as possible so that other arrangements can be made.
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