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  • Home
  • Training Checklist
    • Ethics & Intake
    • Intake Interview
    • Dependents
    • Filing Status
    • Practice Lab
    • Income >
      • CAPITAL GAINS
      • Self Employed
      • Entering Income
    • Adjustments to Income >
      • HSA
    • Standard Deduction >
      • Itemized Deductions
    • certification
    • Taxes
    • Credits >
      • Non-Refundable
      • refundable credits
      • Education Credit
    • Marketplace
    • Finishing a Return
    • Quality Review & Print Sets
    • Explaining a Return >
      • Refunds
      • Balance Due
  • Study Guides and More
  • Volunteer Agreement
  • PRACTICE SCENARIOS
  • Coordinators
  • Amendment
  • Spanish/Espanol Training
  • Foreign Student
  • W-7 ITIN APPLICATION
  • FAFSA
  • VALET & VIRTUAL
  • CERT ACCEPT AGENT
  • Financial Literacy
  • LITC
  • CE CREDITS
  • POA
  • Transcripts
  • Interpreters
  • MASKED TRANSCRIPTS
  • Misc Info
  • Customer Portal
  • PRESEASON WORKSHOP
  • For Clients
  • New Host Site Info
  • Missing SSA-1099
  • United Way of Lee, Hendry & Glades
  • ID.ME
  • Age Reference
  • RECORDING OF TRAININGS
  • Changes

Interpreters

Watch this video -- it is from 2018 but Ethics/Code of Conduct hasn't changed

Now take the 10 question test


Picture
If this is your first year with us:  
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 (e-learning)
  • If this is your first year as a VITA volunteer-- enter (1) for number of years volunteered. 
  • Leave SEID field blank
  • Make sure to write down your username and password!!!
Step 2: log in and take the  Code of Conduct/Ethics
     
  • You need to pass the test with a score of 80% or higher. You get (2) two attempts at the test. 

Step 3 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



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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.  I hope you find this information useful and easy to understand. Thanks for being a VITA/TCE volunteer!​