VOLUNTEER
Danbury VITA is a free, non-profit service to the community and is staffed by unpaid volunteers.
We always welcome new committed volunteers.
Volunteer positions are open for:
Greeters to welcome visitors, manage tax documents, and assign clients to tax preparers.
Schedulers to answer phone requests for appointments (can be done remotely).
Tax Preparers to work with clients to complete and file their tax returns.
Bi-lingual Interpreters to assist clients & tax preparers.
No prior Tax experience is necessary. You will complete online VITA training (with our help), as well as in-person coaching from our Team throughout the season.
Volunteer commitment:
4-8 hours per week (1 or 2 shifts). For 9 weeks (February 7 - April 6, 2024).
Shift Schedule for 2024:
Danbury: Mon. 5-9pm Wed. 1-5pm Fri. (tentative) Sat. 9am-1pm
New Milford: Wed. 10am-2pm Fri. 10am-2pm
If you are interested, please contact us at Volunteer@danbury-vita.org. An experienced member of our staff will be happy to discuss with you, and answer any questions you may have.
HOW TO BECOME A DANBURY-VITA VOLUNTEER
TRAINING DETAILS
We are available to help you with any aspect of the Training and Testing.
We can assist you directly (1-on-1), or you can join a group Test-prep session that we host in early January.
Please email us at Volunteer@danbury-vita.org with any questions, or to let us know you are interested.
IRS/VITA online training - Greeters, Schedulers, Interpreters:
Courses: Volunteer Standards of Conduct. Intake/Interview & Quality Review. (2 short tests)
Course materials: IRS Pubs 4961 and 5101 (pdf’s available at irs.gov).
Each Test is in IRS Pub 6744. All tests are open book. Passing grade is 80% (8 of 10 correct).
Tests are taken on-line at linklearntaxescertification.com. (You will need to create an Account.)
After passing the Tests, proceed to be ‘Certified,’ & e-sign the Volunteer Agreement (Form 13615).
IRS/VITA online Training - Tax Preparers:
Courses: Volunteer Standards of Conduct. Intake/Interview & Quality Review. (see Greeters above)
Courses: Advanced Tax Certification path (not the Basic path). (1 longer test)
On-line courses accessible at IRS’s “Link and Learn” website (https//apps.irs.gov/app/vita/).
Course materials: IRS Pub 4012, VITA Guide and/or Pub 4491, VITA Training (available at irs.gov).
All courses are self-study, at your own pace.
Advanced Test Q’s are in IRS Pub 6744. Test is open book. Passing is 80% (28 of 35 correct).
We recommend that you pre-review your Tests answers with us, as you can only Test twice.
Tests are taken on-line at linklearntaxescertification.com. (You will need to create an Account.)
After passing all 3 Tests, proceed to be ‘Certified,’ & e-sign the Volunteer Agreement (Form 13615).
Note for Advanced Test: You will need to access our Tax software program to answer some Test questions.
Danbury-VITA uses TaxWise as its Tax-preparation software. (IRS/VITA uses TaxSlayer software.)
Our team will train you on TaxWise.
Contact us at Volunteer@danbury-vita.org to get a user id for our TaxWise Training ‘client’.