VITA Greeter Training (Online)

Tax Year 2020 ONLINE Training is available and ready for you to complete your certifications!

Description

VITA is Volunteer Income Tax Assistance Program (VITA) provides income tax assistance to individuals and families in our community. No tax experience is necessary. We will train you! All volunteers, if not already certified, will gain certification through these training seminars. 

What Will I DO?

The Greeter is the first point of contact for clients when they enter a VITA site. As a Greeter, you’ll greet everyone visiting the site.  As the first point of contact, the Greeter should be customer service focused and able to interact with diverse groups. The Greeter must also be well versed in the variety of services that are available for clients through the VITA program in addition to the free tax assistance. You’ll screen taxpayers to determine the type of assistance they need and confirm they brought all the necessary documents to have their tax returns completed. Tax law certification is not required for this position.

Greeters must pass the IRS Volunteer Standards of Conduct and Intake/Interview & Quality Review tests; however, no tax preparation training is required.  Greeters are asked to commit to serving a minimum of 40 hours during the tax season (January – April).

Computer-based Training:  After creating a profile on Get Connected, you can follow directions on the links below to complete the 2019 Link & Learn Taxes Certification Tests from the comfort of your own computer. 

*Greeter:  The Greeter must also be well versed in the variety of services that are available for clients through the VITA program in addition to the free tax assistance.  Greeters must pass the IRS Volunteer Standards of Conduct and Intake/Interview & Quality Review tests; however no tax preparation training is required. 

- Fact Sheet – Volunteer Training

- Fact Sheet - LLT Online Courses and Certification Tests

- Fact Sheet - Practice Lab 

- Getting Started LLT Certification Tests

Once you have completed the required training, please, forward a copy of your completed IRS Form 13615 to the email address below.  

If you have any questions, feel free to contact me at any time: Nyobi Brogdon, Volunteer Coordinator, nyobib@uwnefl.org or (904) 390-4008.