October 29, 2018

Training – New Volunteer

Are you completely new to the program or tax preparation in general? Good! You’re in the right place.

Did you know that the majority of our new volunteers do not come from tax backgrounds? We’ve got this. Become a tax volunteer with Earn It! Keep It! Save It! in 3 easy steps:

STEP ONE: Sign up for a site

If you haven’t already done so, visit earnitkeepitsaveit.org/volunteer first to register for a specific volunteer location! This will be where you will volunteer during tax season- most sites open at the end of January or beginning of February. NOTE: In-person training options may be held in a separate location though.

 

STEP TWO: Train and certify

Next, you’ll want to complete training and online certification:

That was easy enough, right? Once you’ve done the above steps, you can already serve in the greeter and translator/interpreter roles! High-five!

Let’s get you certified as a volunteer tax preparer though. You’re almost there! Only a few more few steps to complete:

  • (3 minutes) TAXSLAYER PRACTICE LAB SOFTWARE – Follow our screenshot guide (PDF) to create an account in the TaxSlayer Practice Lab software. Note down your username and password. You may need software to prepare a sample tax return for the exam in the next step.
  • (18-24 hours, depends on your level of experience) TAX LAW CERTIFICATION – Some tax sites have in-person training (at the actual site or, more commonly, at a county-wide training). You will find out more about those options after registering for a site.  Alternatively, you can do self-study online by reading through and watching the training material on your own.  Go ahead and click on the “Advanced” tab when logged into Link and Learn – VITA/TCE Central and complete the Advanced Tax Law Certification exam! You can do it! Refer to these awesome training resources, as needed.

Did you pass? Woohoo! Congratulations! You are now certified to help out as a volunteer tax preparer!

  • (3 minutes) EMAIL YOUR VOLUNTEER AGREEMENT TO YOUR SITE COORDINATOR – Once you pass your exams, electronically sign and download your Volunteer Agreement from Link and Learn – VITA/TCE Central and email them to your Site Coordinator(s).

 

STEP THREE: Volunteer at your site

Head to your tax site on your volunteer day and get ready for a busy shift!

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