NOTICE:

Our recruitment process begins each year during the Fall Semester. You may view the current (or last year's) training schedule below. We ask that volunteers attend all mandatory training sessions and/or give us notice of conflicts such as class, work, or THON obligations. Remember that all volunteers (new & prior) are required to pass the IRS volunteer certification exams each year.

Benefits

• Increase understanding of personal income taxes
• Build your resume
• Develop skills in working with others
• Personal satisfaction of helping others
• Reference outside of your academic area
• Camaraderie/Fun

Roles​

• Greeter: Welcomes and directs clients to their appointments and verifies client identities.

           - Must pass the Ethics Exams
           - Must attend the training sessions below

• Scheduler: Answers calls and manages appointments through the online booking system.

           - Must pass the Ethics Exams
           - Must attend the training sessions below

• Preparer: Uses taxpayer documentation to complete a tax return.

           - Must pass the Ethics, Basic & Advanced Exams
           - Must attend the training sessions below

• Supervisor: Oversees a VITA shift and ensures returns are prepared accurately.

           - Must pass the Ethics, Basic & Advanced Exams
           - Must have a minimum of one year experience
           - Must attend a specialized supervisor training

• Intern: Welcomes tax-payers to their appointments and assures all proper documentation is present. Serves as tax preparer and Supervisor as needed.

           - Must pass the Ethics, Basic, Advanced and Foreign StudentExams
           - Must attend a specialized supervisor training

Training

Interest Meetings

When
September 13                          6-7pm                             

Where
Keller 210

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Training
for Volunteer Tax Preparers

This is the schedule for 2022-2023. 

When 
October 13                               6-7:30pm                           Introduction 
October 18                               6-7:30pm                           Tax Return 
November 2                             6-7:30pm                           Basic Test 
November 16                           6-7:30pm                          Advanced Test
November 30                           6-8pm                         E-board office hrs (zoom) 
December 1                              6-7:30pm                          Foreign Test
December 6                              6-7:30pm                          Test Review 
January 13                                 6-8pm                         E-board office hrs (zoom) 
January 24                                 5-8pm                         E-board office hrs (zoom) 

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Where
Keller Building Room 210

E-board office hrs will held on zoom.
​
It is designed to help volunteers who have questions about the certification tests.

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Training for Schedulers, Greeters, & Supervisors

When
TBD

​

​Where
TBD

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Deadlines

Pass certification exam and hand in the Volunteer Standard of Conduct Agreement (IRS 13615)
Deadline: January 25, 2023
To volunteer go to the Volunteer Now tab and enter the required information 

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Exams

Visit Link & Learn for review material and exams.
Exam Deadline: January 25, 2023