VITA Tax Preparer Training (Online)

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

Description

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?

Meeting with a Tax Preparer is the primary reason most clients come into a VITA Site. Tax Preparer responsibilities include:

• Prepare tax returns for taxpayers who qualify for free tax assistance. Tax returns are typically a simple 1040 or 1040-EZ, unless the volunteer wants to participate in further training.
• Answer basic taxpayer questions and refer taxpayers for additional assistance as necessary to local the IRS office, Low Income Taxpayer Clinics (LITC), etc.
• Inform clients about other services available through the RealSense partners.

In order to provide the highest level of service to clients, Tax Preparers must become IRS-certified, either through a series of classroom training sessions, or on-line. Tax Preparers must pass the IRS Volunteer Standards of Conduct and Tax Preparer Certification test at the Advanced level.  In addition, volunteer tax preparers are asked to commit to serving a minimum of 40 hours during the January – April tax season.

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. 

* Tax Preparer:  In order to provide the highest level of service to clients, Tax Preparers must become IRS-certified, either through a series of classroom training sessions, or on-line sessions.  Tax Preparers must pass the IRS Volunteer Standards of Conduct, Intake/Interview & Quality Review, and the Tax Preparer Certification - Advance tests. 

- 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.