VITA Resources for Volunteers
  • Home
  • Training Checklist
  • Training
  • Dependents
  • Filing Status
  • Standard Deduction
  • Income
    • Schedule K-1
    • Self Employed
  • Adjustments to Income
  • Certification Help
  • Changes for This Year
  • PRACTICE SCENARIOS
  • Coordinators
  • Spanish/Espanol Training
  • Credits
    • Education Credit
  • Healthcare Info
  • Quality Review & Print Sets
  • Refunds
  • Balance Due
  • Foreign Student
  • W-4 INFO
  • W-7 ITIN APPLICATION
  • FAFSA
  • FSA SITE INFO
  • VALET & VIRTUAL
  • CERT ACCEPT AGENT
  • Migrant Workers
  • Financial Literacy
  • LITC
  • Volunteering SWFL
  • Amendment
  • Consent Form
  • CE CREDITS
  • Explaining a Return
  • POA
  • Greeter Intake
  • Transcripts
  • HSA
  • Volunteer Agreement
  • Blog
  • Interpreters
  • SWFL VITA
  • How To's & Misc Stuff
  • Customer Portal
  • PRESEASON WORKSHOP
  • For Clients
  • Home
  • Training Checklist
  • Training
  • Dependents
  • Filing Status
  • Standard Deduction
  • Income
    • Schedule K-1
    • Self Employed
  • Adjustments to Income
  • Certification Help
  • Changes for This Year
  • PRACTICE SCENARIOS
  • Coordinators
  • Spanish/Espanol Training
  • Credits
    • Education Credit
  • Healthcare Info
  • Quality Review & Print Sets
  • Refunds
  • Balance Due
  • Foreign Student
  • W-4 INFO
  • W-7 ITIN APPLICATION
  • FAFSA
  • FSA SITE INFO
  • VALET & VIRTUAL
  • CERT ACCEPT AGENT
  • Migrant Workers
  • Financial Literacy
  • LITC
  • Volunteering SWFL
  • Amendment
  • Consent Form
  • CE CREDITS
  • Explaining a Return
  • POA
  • Greeter Intake
  • Transcripts
  • HSA
  • Volunteer Agreement
  • Blog
  • Interpreters
  • SWFL VITA
  • How To's & Misc Stuff
  • Customer Portal
  • PRESEASON WORKSHOP
  • For Clients

Greeter & intake training

First watch these 2 videos:

Now take the tests

If this is your first year with us:  (for returning greeters/intake go to Step 2)
Step 1
 
Create an account at https://www.linklearncertification.com/d/ the IRS VITA certification site is located on the left side of the screen. Click on Create an Account (When you create your account: complete ONLY the fields with the red asterisk *)   
​Enter the following: 
  • Group- 01 VITA
  • Training Source: Link and Learn (elearning)
  • If this is your first year as a VITA volunteer-- enter (1) for number of years volunteered. 
  • Leave SEID field blank
  • PTIN (If you have a valid Preparer Tax Identification Number (PTIN)  enter it else leave blank)
  • Make sure to write down your username and password!!!
Step 2: log in and take the two (2) test:
      Code of Conduct/Ethics
      Intake Interview/Quality Review

  • You need to pass each test with a score of 80% or higher. You get (2) two attempts at each test. 

Step 3 Once you complete ALL your certification tests, Send Proof of Certification to your program manager.
  • You cannot volunteer without having a Volunteer Agreement Form sent to your program manager.
  • On the right of the screen that shows your test results, click the box that says “You may sign your agreement electronically by checking this box” ii. Then click on the link that appears just below your name iii. It will generate a PDF that you need to save to your computer. Send an email to your program manager with the agreement sent as an attachment. (See images)   email it to MaryM@UnitedWayLee.org

**these are the only 2 certifications you need to pass--welcome aboard :)


Picture
For you viewing pleasure--this is made at a Site in California, its old but it gives you an idea
Here is a link to another Intake video I found--obviously we would be social distancing now and wearing face masks--and this is a few years old--but a nice interview www.youtube.com/watch?v=mlFkwYY_tfQ&list=PLZutVc_hew2HBwIvHOk-AbN2PxEogw8Io&index=22 
Home
About
Contact Me
You can contact me at maryvitataxes@gmail.com 
Please note: I, Mary Meador, AM NOT a certified accountant or tax law expert. I volunteer with VITA providing free tax preparation for individuals and families whose income is less than $66,000 a year. We deal with simple returns at our sites.  I cannot guarantee the accuracy of all the information on this site as tax laws change and I may not have a clear understanding of complicated issues. I am trying to provide basic tax preparation information for our volunteers to get started--remember Publication 4012 is your go-to resource for questions, as well as irs.gov and Publication 17. ​