Did you know that the majority of our volunteers do not come from tax backgrounds? We've got this!
Duties of the volunteer tax preparer include:
- Interview taxpayers using the IRS Intake/Interview & Quality Review Sheet
- Prepare only returns that are within their certification level(s) and within the scope of the program.
- Provide high-quality tax return preparation to taxpayers who qualify for VITA assistance.
- Enter tax information into the TaxSlayer software
- Obtain signatures for E-File authorization
- Answer questions and/or use available resources to assist taxpayers
- Adhere to Quality Site Requirements and Volunteers Standards of Conduct at all times
- Maintain taxpayer privacy and confidentially standards
In accordance with IRS rules, every volunteer tax preparer must complete the following tasks before volunteering at a Tax Site. Don't worry, The Cooperative Ministry provides all training. All certifications are open-book and mostly multiple choice. What you will be trained on:
- Volunteer Standards of Conduct (Ethics)
- Intake/Interview & Quality Review (IIQR)
- TaxSlayer software
- Tax Law
