Orientation training, originally scheduled for November 30, 2023. has been rescheduled for December 5, 2023. All Volunteers must certify each tax year on: Standards of Conduct, Intake/Interview/Review, Tax Law Essentials.
Training scheduled in December and January. Click the dates to RSVP for training. (We will update / add the links for all the training events.)
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Topic |
Summary |
Training Dates |
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Orientation |
Orientation for new VITA Volunteers and volunteers needing a refresher. |
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Intake with Pam (Zoom session) |
Discussion about intake form and process. |
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Tax Fundamentals |
Training on tax info and TaxSlayer software. |
December 14 6-9pm |
December 16 9-12pm |
January 6 9am-12pm |
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Exam Certification |
Overview and explanation of topics for exams. Certification exam can be taken. |
January 13 9am-12pm |
January 16 6-9pm |
January 20 9am-12pm |
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Best Practices |
Examples of common entry items and best practices for processing. |
January 23 6-9pm |
January 27 9am-12pm |
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The Test/Retest Book and the Volunteer Resource Guide are now available for download. Hard copies will be available for pick-up at our office by December 1.
Click here to download Publication 6744, VITA Volunteer Assistor’s Test/Retest
Click here to download Publication 4012, VITA Volunteer Resource Guide
