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VITA Links

Important Links for VITA Volunteers

VITA Orientation

Orientation Video – Watch this to learn all about our VITA program and the variety of volunteer opportunities available.
If you are interested in volunteering, please complete this form to get started!

Training Resources

Thinkific Training Sessions – Click here to access the Thinkific homepage.

TaxSlayer Practice Lab – Useful for practice in preparing sample returns and inputting data from various tax forms; use TRAINPROWEB password for landing page, then create or log in to your individual account.

Link & Learn Certification Portal – This is the IRS-provided certification exam portal. Create your account or log in when you’re ready to submit answers for any of your VITA Volunteer Certification Exams.

Upload Link and Learn Certification – Please upload your completed certification to this form.

United Way’s Quick Help Guide – there are certain hurdles in the certification process that are commonly encountered; we put them together with guidance for navigating them hoping this will save you some steps and frustration in this annual process!

 

IRS Publications

IRS Publication 4012 – The primary on-site consultation guide for VITA volunteers; includes interview tips, decision trees, instructions for data entry in TaxSlayer and more. We refer to this publication often during trainings; updated for 2022

IRS Publication 4491: Training guide for 2022; IRS-provided textbook for learning tax law and the basics of return preparation

IRS Publication 6744 – For those planning to certify as VITA volunteers at any level, the exam questions and scenarios are found in this booklet. This is an electronic version of the scenarios we will use in trainings and for homework.

IRS Publication 5683: Partner and Site Coordinator Handbook – If you are interested in training to be a Site Coordinator, please email vita@unitedwaytucson.org.

 

General Volunteer Resources – Tax Year 2021

VITA Volunteer Handbook– Handy information and tips for every VITA volunteer. This is a Word document so you can download your own copy and add notes.

Hub Guide: Remote volunteers using the Hub can use this guidance when selecting tickets to work on and passing them on.

Taxpayer Interview Guide– Script for tax preparers to follow as they conduct interview calls with taxpayers; this is a Word document that you will fill out as you go. Tax Preparers will upload completed copies to the Hub for Quality Reviewers to reference in their work.

Valet VITA Intake Specialist Checklist – Reference tool to for Valet intake volunteers to ensure that all documents are included and all steps are followed.

VITA Arizona Manual – for VITA and TCE volunteers, updated for tax year 2020.

 

Login Portals

Getting Started: Login Tips – pointers to keep in mind when signing up and accessing the Hub, TaxSlayer Pro Online, and Microsoft Teams

The Hub – once your invite is accepted and username created, use this site to log into the GetYourRefund Hub

Taxslayer Pro Online – once you have received an activation email from UWTSA and created a username, sign into TaxSlayer here

Hub Communication Messages – Examples of phrasing to use when messaging taxpayers through the Hub.

 

Volunteer Newsletters and Communications

November 21, 2022 – VITA Volunteer Kick-Off Dinner, training material pick-up days

November 7, 2022 – VITA partner announcements, training material information

October 24, 2022 – VITA team announcements, volunteer recruitment materials

October 7, 2022 – Sign-up happening now, Orientation sessions, new ticketing system

September 23, 2022 – Tax year 2023 sign-up available, summer filing results

August 8, 2022 – Summer Filing Finale, post-season survey, VITA team announcements

June 10, 2022 – Volunteer awards, summer opportunities, Prosperity Now national survey

April 29, 2022 – Volunteer appreciation event, CE credits, summer VITA volunteer opportunities, Tax 101 presentations

April 7, 2022 – Filing Finale FAQs

April 1, 2022 – Filing Finale sign-up form

March 28, 2022 – Filing Finale 2022 announcement, GetYourRefund update, taxpayer signature note

March 18, 2022 – Valet ticket note

March 11, 2022 – EITC lookback, logging volunteer hours

March 4, 2022 – GetYourRefund update, bitcoin announcement

February 25, 2022 – volunteer hour tracking, HUB ticket updates, equipment rentals

February 18, 2022 – TaxSlayer update, HUB ticket issues

February 11, 2022 – TaxSlayer privacy, new resources in VITALinks, appointment scheduling help

February 7, 2022 – TaxSlayer note

February 4, 2022virtual volunteer notes, new resources in VITALinks

January 28, 2022 – ramp-up and training notes

January 21, 2022training to-do list for new and returning volunteers, including Thinkific, TaxSlayer Practice Lab, and Hub Demo

January 11, 2022 notes from the Returning Volunteer Training Session

January 5, 2022 training next steps, COVID-19 policies for taxpayers

December 5, 2021 – charitable giving deductions, COVID-19 policies for volunteers

November 22, 2021 – educator expenses, Welcome Back session

 

Additional Resources for Tax Preparation 

Taxpayer Interview Guide: Tax Year 2020 – script for tax preparers to follow as they conduct interview calls with taxpayers; this is a Word document that you will fill out as you go. Tax Preparers will upload completed copies to the Hub for Quality Reviewers to reference in their work. (updated 2.11.21)

Dependent Qualification Calculator – helps determine whether an individual can be claimed as a dependent, as well as the credits for which they may qualify.

Education Credit Calculator – helps determine whether an individual is eligible for an Education Credit, and which credit would be most beneficial.

Pension & Annuity Calculator – helps determine exclusions.

Affordable Healthcare Enrollment Assistance – local assisters are available to help taxpayers explore their options and enroll in healthcare coverage. Use the link to help the taxpayer schedule an appointment.

IRS Publication 17 – general rules for filing income tax returns. 

Guides to Other States: Tax Year 2020 – A guide developed by volunteer Bill Couchman.

California State Tax Guide – A guide developed by United Way Bay Area.

Qualifying Charitable Organizations for AZ Tax Credit – a list of all qualifying charitable organizations in Arizona. AS OF TY ’18: organization codes are needed to claim credit. Look for codes in the list of QCOs; look at footnote on the last page for the general code for umbrella organizations and funds.

Qualifying Foster Care Charitable Organizations for AZ Tax Credit – a list of all qualifying foster care charitable organizations in Arizona.

Arizona Form 201 – completed by a landlord/property manager to provide information necessary for taxpayers to claim AZ PTC.

Property Locator used to find the property ID needed for AZ PTC for an owned home.

Arizona Individual Income Tax Changes and Common Subtractions and Credits – updated for tax year 2020