VOLUNTEER TAX ASSISTOR

• Attend new and/or refresher tax law training and certification as needed, including the use of electronic filing software.
• Successfully pass a test on required tax law knowledge.
• Provide high-quality assistance to all taxpayers. Directly prepare taxpayer's return based on information provided by taxpayer or answer tax related questions.
• Interview customer to determine if all income, deductions and allowable credits are claimed.
• Prepare only those tax returns for which training and certification were provided.
• Prepare tax returns using electronic filing software (whenever possible).
• Refer customers with complex returns to the IRS web site or help number, or to a tax practitioner or firm. However, volunteers should never refer customers to a specific practitioner or firm.
• Identify all returns with the Site Identification Number assigned to your site.
• Ensure no compensation of any kind is accepted for the volunteer services provided.
• Maintain confidentiality of customer information.
• Ensure on-site quality review is performed on completed returns prior to being returned to customer.
• Ensure a copy of the completed return is provided to the taxpayer.
• Adhere to title VI by not denying service to anyone based on race, color, sex, age, national origin or disability.

• Basic tax knowledge (Form 1040, Form 1040A and Form 1040EZ). Basic tax training and certification will be provided as needed.
• Willingness to share time, skills, and interests (e.g., volunteer a minimum of 2 to 4 hours per week for the Volunteer Tax Program from approximately Mid-January through April 15).
• Basic computer skills for inputting tax return information.
• Pride in performing tasks completely and accurately.
• Deal with the public in a helpful and supportive manner, including interviewing skills. Interviewing skills training will be provided as needed.
• Friendly, dependable and flexible.

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