Volunteer Tax Preparer. Duties include:
- Interview taxpayers using the IRS Intake/Interview & Quality Review Sheet
- Prepare only returns that are within the scope of your 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
Volunteer Greeter/Screener. Duties include:
- Greet all taxpayers visiting the site to create a pleasant atmosphere
- Provide taxpayers with intake forms and answer non-tax questions
- Ensure the taxpayer has brought all required documents to verify taxpayer identity and to complete his/her tax return
- Determine if the return is within the scope of the VITA program and determine which certified volunteer at the site can prepare the return
- Manage waiting and entry areas to maintain the flow of taxpayers according to site operational procedures
- Adhere to Quality Site Requirements and Volunteer Standards of Conduct at all times
- Refer taxpayers to Site Coordinators for tax questions
Volunteer Site Coordinator. Duties include:
- Certified at the Advanced Level through the IRS Link & Learn website, and complete Site Coordinator training.
- Verify and retain signed and dated Volunteer Standards of Conduct Agreement for all volunteers at the VITA site
- Ensure that the VITA site is open as scheduled and adequately staffed
- Supervise volunteers working at the site
- Maintain Quality Site Requirements and adhere to Volunteer Standards of Conduct at all times
- Ensure that all returns prepared are within scope of the VITA program
- Adhere to the Quality Review process for returns completed at the VITA location
- Ensure client tax returns are e-filed with the IRS within 24 hours of the return being prepared
- Ensure rejected returns are either corrected or the affected taxpayer contacted
- Assist tax preparers with answering taxpayer questions regarding his/her tax return
- Maintain taxpayer privacy and confidentiality standards at all times
