Every year, every VITA/TCE volunteer needs to take the Volunteer Standards of Conduct (Ethics) Training and Certification
Volunteer Standards of Conduct/Ethics certification
Click on image below for presentation or click publication below to learn more.
Click on image below for presentation or click publication below to learn more.
Ethics Video-- from Martha J. Lewis' at Pikes Peak United Way in Colorado--who had too much fin making this!
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For those who will assist taxpayers in completing the Intake Forms and all tax-preparers, you must complete the Intake Interview/Quality Review Training & Certification.
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Intake Interview & Quality Review - click image below for video. Updated 11/23/2024
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IRS created their own Intake Interview and Quality Review training-- click the image of the IRS publication below to view it
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Interview and Review Handbook!
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Once you have completed each training above, please answer the certification questions--they can be found in PUB 6744. (10 questions each) Must get 8/10 correct.
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If your Role is Greeter, Intake Personnel, or Interpreter only you do not need to take any more certifications.
For everyone else-- tax preparers, site coordinators, and quality reviewers work on your other certifications in your PUB 6744, remember to check your answers for the tax tests using the tool on the Study Guides & More page.
For everyone else-- tax preparers, site coordinators, and quality reviewers work on your other certifications in your PUB 6744, remember to check your answers for the tax tests using the tool on the Study Guides & More page.
To help you feel more comfortable with the intake form and doing an intake interview with the client, visit Intake Interview page