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 Exams
           - Must attend a specialized supervisor training

Training

Interest Meetings

When
Wednesday October 21, 2020 at 8pm 
Welcome Everyone who are interesting
View Recorded Meeting:
psu.zoom.us/rec/play/D6T787OnpNuTSFOfqe_H-lwMYizLoOtEea3TamS9L9dzFSb_jwgUwW2qSaokpp3_H5-SK32zG9Jfc93A.wIqhn2NRiYS6HWaL?continueMode=true

Where
Zoom
psu.zoom.us/j/93512079957

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Training
for Volunteer Tax Preparers

When 
November 2, 2020              6-8pm                        Introduction 
November 12, 2020            6-8pm                       Fill in Tax Return Form
November 30, 2020            6-8pm                       Basic Test Example
December 3, 2020               6-8pm                      Advance Test Example
December 29, 2020             6-8pm                      Foreign Student Tax Return
January 6, 2021                    2-3:30pm                State Return 
January 12, 2021                  2-3:30pm                Local Return 
January 19, 2021   In Person (Keller Lab)          Test Help 
January 21, 2021   In Person (Keller Lab)          Test Help 
​

Where
Zoom 
​psu.zoom.us/j/94439011259?pwd=VjJRMXBIbEgrZ001MzJmR1hxeDBJQT09
​Password: 7k645d

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Training for Schedulers, Greeters, & Supervisors

When
The Week of January 25, 2021

​Where
Location TBD

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Deadlines

Pass certification exam and hand in the Volunteer Standard of Conduct Agreement (IRS 13615)
Deadline: Jan 25,2021
To volunteer go to the Volunteer Now tab and enter the require information 

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Exams

Visit Link & Learn for review material and exams.
Exam Deadline: January 25,2021