Volunteering with VITA

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What is VITA?

VITA is a catchy acronym for Volunteer Income Tax Assistance, an IRS program implemented in our community by United Way of Denton County. Through this program, elite volunteers like yourself help local households earning up to $50,000 file their federal income tax returns accurately and on time. We learn the tax code so our community doesn't have to spend hard-earned money going to paid preparers.

 

What has the VITA Program done?

In 2015, United Way of Denton County's VITA volunteers concluded our eighth year of tax preparation, returning over $1.3 million in Tax Year 2014 refunds to our community while simultaneously saving Denton County residents an estimated $185,000 in tax preparation fees.

For three years in a row, volunteers helped put over $1 million back into the pockets of our community. The IRS estimates that over $15 million is left on the table by Denton County taxpayers every year. We need your help to bring that money back to the pockets of households who can use it!

Here are three volunteer positions in VITA:

Tax Preparer:

After intense, but highly-accessible training, Volunteer Tax Preparers complete an IRS certification test and work directly with households who earn up to $50,000 to file their tax returns. At the end of the day, your hard work will be more than paid off in both the economic impact you have on local families and the happiness you bring to taxpayers who otherwise would have been paying a retail preparer hundreds of dollars just to get back their own money.

Intake Processor:

As the first person a taxpayer encounters, the Intake Processor welcomes clients to the site, screens for eligibility and preparedness, collects documents, and assembles the information necessary for the Tax Preparer to complete the tax return in an efficient manner. The Intake Processor plays a critical role in ensuring that clients have a quality experience.

Translator:

We are in great need of bilingual volunteers to help clients and our volunteer tax preparers communicate effectively. Translators engage taxpayers to provide them with accurate returns, the maximum legal refund and the high-quality service taxpayers have come to expect from VITA.

Join the volunteer elite!

 

Helpful Links:

Websites:

IRS website
IRS Information about Affordable Care Act Tax Provisions
Link and Learn Certification System
TaxWise Online - Training Mode (Internet Explorer or Chrome)
TaxWise Online 2013 - Training Mode (Internet Explorer or Chrome)

 

IRS Publications:

Pub. 17 - Your Federal Income Tax for Individuals
Pub. 502 - Medical and Dental Expenses
Pub. 970 - Tax Benefits for Education
Pub. 4012 - Volunteer Resource Guide
Pub. 4491 - Volunteer Training Guide
Pub. 4491w - Practice Problems and Exercises
Pub. 4491w Answers - Basic
Pub. 4491w Answers - Advanced
Pub. 4491w Answers - Military / International
Pub. 4961 - Volunteer Standards of Conduct Ethics Training
Pub. 5101 - Intake / Interview and Quality Review Training
Pub. 6744 - Volunteer Test / Re-Test
Form 8962 Instructions - Premium Tax Credit (Draft)

 

UWDC Publications:

2013 Practice Scenario - Alice Arendale
2013 Practice Scenario - Bob Braddock
2013 Practice Scenario - Charlie Coglin
2013 Practice Scenario - Danielle Dillon

2014 Practice Scenario - Charlie Coglin
2014 Practice Scenario - Danielle Dillon

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