November 2, 2017

SCC New Volunteer Training

In-person classes are available for those who have committed to volunteer at a site already. If you haven’t already done that, go back and sign up for a tax site that you can volunteer at during tax season. Registrations for classes without signing up for a site will be automatically cancelled, so be sure to sign up for a site first!

Once signed up for a site, you can sign up for training.


Training for those that want to be volunteer greeters/screeners only:
 

Training for Greeters

Date: Sunday, January 20th, 2019
Time: 2-4pm
Location: Location Building Skills Partnership (Mountain View) next to Googleplex
Instructor: Kathleen Leary
Description: Training for those that only plan on helping as a volunteer greeter at the tax sites. If you plan on being a tax preparer, no need to sign up for this 2-hour session since greeter training is included in your tax preparer training course.
Eventbrite - Santa Clara County-- Training for Greeters


Training for those that want to be volunteer tax preparers:

 

Federal Tax Law & TaxSlayer Software Training (REQUIRED)

Here are your options:

OPTION 1: In-person training (MOST POPULAR OPTION)

Class: New Volunteer Training Course
Date: 3 Sundays total (Jan. 6, 13, 20) in this class series
Time: 10am-4pm
Location: Location Building Skills Partnership (Mountain View) next to Googleplex
Instructor: Noah Metz, Max Beckman-Harned
Description: New volunteers of Santa Clara County VITA sites only (i.e. those who have never served as a tax volunteer).
Eventbrite - Santa Clara County-- New Volunteer Training Course (Sunday Series)

 

OPTION 2. Online self-study

Study the tax law and practice in your own free time! Visit our Training Resources webpage for more information.

Note: Most people do in-person training and supplement it with online self-study.

 

CA State Tax Law Training (OPTIONAL but highly recommended for new volunteers. SIGN UP FOR IN-PERSON OR ONLINE LIVESTREAM, NOT BOTH)

Special note: There are only a limited number of in-person seats, so we will be livestreaming the event too! Sign up to attend in-person OR online via livestream, not both.
Date: Saturday, January 26th, 2019
Time: 9am-11am
Location: Location Sobrato Center for Nonprofits on Parkmoor
Instructor: Shawntae Tyler from the CA Franchise Tax Board
Description: Session covers CA tax law — specifically where it does and does not conform to federal. The FTB 5130 Reference Manual has 3 practice problems for the class to do if we have time. Shawntae will also be going over the state return section in the TaxSlayer software to point out where manual adjustments need to be made.

Sign up for ONE of the following (an in-person seat or an online webinar seat):
Attend in-person at Sobrato: Eventbrite - Santa Clara County-- CA Franchise Tax Board Training
-OR-
Attend from home: Eventbrite - Santa Clara County-- CA Franchise Tax Board Training

 
Questions? Please contact Gezche Graves @ United Way Bay Area!

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