TY23 January VITA Training @ St. John's River State College

VITA Tax Training:  Income Tax Preparer

All Volunteers Certification Course (In-Person)  

All Saturday sessions— please plan to attend all 3 sessions to receive the training and information necessary to certify. 

Description

The 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 will earn certification through these training seminars. 

What Will I DO?

Tax Preparer responsibilities include:

• Prepare tax returns for taxpayers who qualify for free tax assistance. Tax returns are typically a simple 1040.
• Volunteers will certify at the Advanced Level but are welcomed to participate in further training to certify at additional levels, if they so desire.
• 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 RealSense and our partners.

In order to provide the highest level of service to clients, Tax Preparers must be IRS-certified, either through a series of classroom training sessions, or online. Tax Preparers must pass the IRS Volunteer Standards of Conduct and the Intake and Interview Quality Review test.  In addition, volunteer Tax Preparers are asked to commit to serving a minimum of 40 hours during the January – April tax season.

If you find that you are unable to attend the training session, please let us know within 48 hours so we can open space for someone else to attend. Kindly log into your profile to de-select the training from your schedule. If you have any questions, feel free to contact the RealSense Volunteer Coordinator: Wesley "Wes" James at wesleyj@uwnefl.org or 904-390-3266.