VOLUNTEER TAX ASSISTOR
Roles:
Provide free intermediate tax return preparation for eligible taxpayers. To establish the greatest degree of public trust, volunteers have a responsibility to provide free high quality service and uphold the highest of ethical standards.
Tasks:
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.
Skills:
Intermediate tax knowledge (Form 1040, Form 1040A and Form 1040EZ). Intermediate 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.
Provide free intermediate tax return preparation for eligible taxpayers. To establish the greatest degree of public trust, volunteers have a responsibility to provide free high quality service and uphold the highest of ethical standards.
Tasks:
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.
Skills:
Intermediate tax knowledge (Form 1040, Form 1040A and Form 1040EZ). Intermediate 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.
