VITA Volunteer Training

We make sure that all our volunteers have the best quality training. It's imperative that the volunteer have a thorough understanding of Tax law for the taxpayers and for themselves.

 

Training Methods and Resources:

Classroom Style Instruction (Recommended) - Classroom sessions provide face-to-face training for volunteers working toward their certification. Several dates and times are available to fit volunteers schedules. The 2 part training will cover Volunteer Standards of Conduct, Intake/Interview & Quality Review process, Tax Law and Application, and TaxSlayer (tax preparation) software training. Classroom style training is recommended for first-time volunteers or those who wish to build on their knowledge. Training sessions will be held in December and January. See below for the training schedule.

Independent Study - Volunteer tax prepares have the option of completing tax training independently through various online resources that provide required training and certification courses. Independent Study is recommended for returning volunteers and those with tax preparation experience.

Additional Support - If not available to attend, volunteers can always ask questions by phone or email.


 

Training Schedule:

Below you will find the Volunteer Training schedule for Tax Season 2018. 

Training Dates

What's covered: Overview of Tax Law and Application, structure of certification and exam, introduction to TaxSlayer (tax preparation software), and how to successfully prepare a tax return using TaxSlayer.
Where: Rose Hall | 107 N 9th St | Temple

1. Lessons 1-3 | Saturday, Dec. 2nd 2017 | 9am - 4pm
2. Lesson 4 & Advanced | Tuesday, Dec. 5th 2017 | 4 - 8pm

3. Lessons 1-3 | Saturday, Jan. 13th 2018 | 9am - 4pm
4. Lesson 4 & Advanced | Tuesday, Jan. 16th 2018 | 4 - 8pm

Lunch will be provided. Thank you to our lunch sponsor, Subway!


 

Have questions? Please email us: VITA@uwct.org or call (254) 778-8616