The SHEPHERD TAX PREPARATION SERVICE, INC.
Recruiting Volunteers
Recruiting VITA Volunteers include Greeters, Intake Specialists, Tax Preparers and Quality Reviewers. All volunteers must pass a code of conduct exam and an Intake Interview/Quality Review Exam.
RECRUITING VITA VOLUNTEERS
Potential VITA Volunteers
Preparing for the exams read the following: Publication 6744, VITA/TCE Volunteer Assistor's Test/Retest and Publication 4012, VITA/TCE Volunteer Resource Guide.
Please go to the Link & Learn Volunteer training website to get started with your exams (you must pass each exam with a score of 80% or above.
IRS Link & Learn Taxes linking volunteers to quality e-learning
Click on the link below:
https://apps.irs.gov/app/vita/
Only take the following exams for the Shepherd Tax Preparation Service Site.
Exams Required for this Site:
Volunteer Standards of Conduct Exam
Intake/Interview and Quality Review Exam
Basic Exam
Advanced Exam
You are not required to take the Site Coordinator Exam, but it would be nice to have an Assistant Site Coordinator.
Course Descriptions
- Basic: Covers the completion of wage earner type returns. Social security income and penalty on early withdrawal of savings is part of the Basic course.
- Advanced: Covers the completion of the full scope of returns. Includes capital gains and losses and more complex pension issues.
The VITA tax returns are prepared by IRS tax law certified volunteers. The volunteers are taught how to use tax software and specific tax law each year. They must pass a tax law exam to receive basic and/or advanced certification. The passing score is 80%. Certificates expire at the end of the tax year and must be renewal yearly.
If you are interested in volunteering, please email me at sheptap2021@gmail.com
Available Volunteer Positions
Greeter
Greeter
- Welcome clients at tax preparation site
- Manage sign-in process
- Regulate line (if there is one)
- Ensure the taxpayer has all required documents
- Review intake sheet
- Prepare file for tax preparation
- Prepare returns, applying all eligible and advantageous tax credits
- Review tax returns, ensuring they are error-free