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VITA Training (Pilot Point) - Orientation, Intake, and Tax Prep Part I

Volunteer with and get introduced to Volunteer Income Tax Assistance! Through this course, you'll receive the training and certification necessary to volunteer with United Way of Denton County as a Translator, Intake Volunteer, and / or Volunteer Tax Preparer at the Basic and HSA levels.


Want to know more about volunteering with VITA? Click here to find out!

Training Agenda:

  • Introduction and Overview
  • Introduction to Link & Learn Certification
  • Volunteer Standards of Conduct Training
  • Volunteer Standards of Conduct Certification
  • Overview of the tax preparation process
  • Intake procedures and best practices
  • The importance of Interviewing and Quality Reviewing
  • Intake / Interview & Quality Review Certification
  • Introduction to TaxSlayer Pro tax preparation software
  • Navigating TaxSlayer Pro and reference materials
  • Basic / HSA tax scenario
  • The Affordable Care Act and tax returns
  • Quality reviewing
  • Finishing a return

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November 9th, 2019 9:00 AM   through   5:00 PM
324 South Washington Street
Pilot Point, TX 76258
United States
Phone: 940-566-5851  ext. 111

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