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VITA Links

Links for VITA Volunteers

VITA Orientation

Orientation Video – Start here for orientation of our VITA program
If you were interested in volunteering, please complete this form to get started: https://forms.office.com/r/CSWS3mim5E

Training Resources

Thinkific Training Sessions – Click here to access the Thinkific homepage. If you have not yet registered to volunteer for VITA, please fill out the VITA Volunteer Intent Form.

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 signed 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 2021

IRS Publication 4491: Training guide for 2021; 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 1084: Site Coordinator Handbook – for Site Coordinators

 

General Volunteer Resources

VITA Volunteer Handbook 2022 (Tax Year 2021) – Handy information about how to log into various sites, troubleshooting tips, and additional programs such as the CFR card to support taxpayers. This is a Word document so you can download your own copy and add notes.

Hub Guide 2022: Remote volunteers using the Hub can use this guidance when selecting tickets to work on and passing them on.

Taxpayer Interview Guide: Tax Year 2021 – 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: Tax Year 2021 – Reference tool to for Valet intake volunteers to ensure that all documents are included and all steps are followed

VITA Arizona Manual, Tax Year 2021 – 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

Microsoft Teams sign into Microsoft Teams here
Form for reporting Teams Issues: https://forms.office.com/r/zA0wRQGF8S

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.

 

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

Volunteer Newsletters and Communications

June 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