Part One – Online Tax Preparation Training: (available late November)
This online course will cover the Basic-level tax law concepts that you’ll need to understand as a VITA volunteer. This training will be self-paced and able to be viewed as many times as you need, but it will be required that you complete it prior to attending the in-class portion of the training (Part Two).
Part Two – Tax Prep In-Classroom Training: (starting late December)
After successfully completing Part One online, you will then attend an in-person software training, tax review, and certification training session. This portion of the training is 2 full days of classroom training (over a weekend) that is focused on learning how to use the TaxWise software, but also will include a review of the material from Part One. By the end of this classroom session, volunteers will have completed the certification exam and will be ready to volunteer.