New Volunteers

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 January 5th)

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.

Returning Volunteers

After registering, Returning Volunteers will be sent training and certification options via e-mail. Additionally, returning volunteers can utilize any of the training resources listed above.


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