HOW TO BECOME A 

DANBURY-VITA VOLUNTEER

Danbury-VITA operates under the auspices of the Volunteer Income Tax Assistance (VITA) program of the Internal Revenue Service (IRS). You can obtain information about this program here and here.

We are available to help you with any aspect of the Training and Testing. Please contact us with questions (or with your Certification) at Volunteer@danbury-vita.org.  

Step 1:  Complete the required IRS/VITA online training:

Greeter and Scheduler Online Training: 

 Courses:   Intake/Interview and Quality Review. (2 tests)

• Review Pubs 4961 and 5101 (available at irs.gov).

• You will take the Tests on-line at Link & Learn.  (You will need to create an Account.)

• Once you pass the Tests, you proceed to be ‘Certified,’ and e-sign the Volunteer Agreement (Form 13615)

Tax Preparer Online Training: 

 Courses:   Intake/Interview and Quality Review. (2 tests) 

                    Plus the Advanced Tax Certification path. (1 test)

• Provided via the IRS’s Link & Learn Taxes e-learning website. 

• Training Publications (4012, 4491, 4961, 5101) are available at irs.gov 

• Danbury-VITA uses TaxWise as its Tax-preparation software. 

Our team will train you on TaxWise. (Note: IRS/VITA uses TaxSlayer software.)

• All courses are self-study, at your own pace.

• All tests (Pub 6744) are open book.

• You will take the Tests online at Link & Learn. (You will need to create an Account.)

• Once you pass the Tests, you proceed to be ‘Certified’ and e-sign the Volunteer Agreement (Form 13615)

Step 2: 

Contact us at Volunteer@danbury-vita.org.  A volunteer will contact you to arrange for orientation to Danbury-VITA.