Tax Year 2016 – Filing Season 2017

VITA Volunteer Application

VITA (Volunteer Income Tax Assistance) provides free tax help in the community. Volunteers help people with basic tax returns. Make a difference and volunteer!

Please complete this form in its entirety and return to: (list partner email here)

Where did you learn about our volunteer opportunities? (Please identify)

Media / Non-profit Organization / IRS.gov / Referred by / Other

Volunteer Information:

Complete Legal Name
What is your current occupation
If you are a student, list your school
Home Mailing Address (no P.O. Box)
Personal Email Address
Primary Phone Number / Best time to call:
Foreign Language(s) known
ASL-American Sign Language? / YES NO

Returning VITA Volunteers ONLY:

YEARS IN VITA / SITE AND/OR PARTNER YOU ASSISTED

IRSEmployees ONLY:

Your Stop # / Your Division / Your Position / Manager’s name

Continuing Education (CE) Credits ONLY: See CE FACT SHEET link for additional credit(s) information.

√ / CHECK APPLICABLE STATUS / PREPARER IDENTIFICATION NUMBER (PTIN)
Enrolled Agent (PTIN is required) / P
Non-credentialed Tax Return Preparer (PTIN is required) / P
Certified Public Accountant (CPA) / (PTIN not necessary)
Other Professionals (Identify your Title)

Volunteer Positions Available: Choose Your Tax Volunteer Role:

VOLUNTEER POSITION / √ / POSITION DESCRIPTION AND TRAINING CERTIFICATION LEVEL
Recruitment Coordinator / Certifies on Ethics, assist in the recruitment of volunteers, orientation & Classes.
Greeter / Certifies on Ethics & at least Basic. Provides support to a site & screen taxpayers.
Tax Preparer* / Certifies on Ethics & Advance. Provides free tax return preparation to eligible taxpayers.
Quality Reviewer* / Certifies on Ethics & Advance. Conduct a quality review on all tax returns prepared at the site.
Site Coordinator* / Certifies on Ethics & Advance. Responsible for planning, organizing and supervising a site.
Tax Law Instructor* / Certifies on Ethics & Advance. Instruct tax law classes.
TaxSlayer Instructor* / Certifies on Ethics & Advance. Instruct TaxSlayer (tax preparation software used by IRS).

*Specialty Courses are optional(Foreign Student and Scholar, International, Military, Health Savings Account, Puerto Rico)

Training Preference:

√ / Volunteer Training Curriculums and Delivery Method Options:
Classroom studyLink and Learn Taxesand Electronic Tax Software Practice Lab
Online-Self Study Link and Learn Taxesand Electronic Tax SoftwarePractice Lab

Preferable Days and Hours of Commitment: List the time frames you are available to volunteer.

√ / Week Day / AM HOURS / PM HOURS
MONDAY / Start: / End: / Start: / End:
TUESDAY / Start: / End: / Start: / End:
WEDNESDAY / Start: / End: / Start: / End:
THURSDAY / Start: / End: / Start: / End:
FRIDAY / Start: / End: / Start: / End:
SATURDAY / Start: / End: / Start: / End:

Site Preference:

Identify a City or Metro area you would like to volunteer in.
If known, indicate your site preference
Have you used TaxSlayer software in the past? / YES NO
Which other tax preparation software are you familiar with?

List any previous or current volunteer experience:

Briefly describe what motivates you to enroll in the VITA program: