VITA Volunteer Portal

VITA VOLUNTEER PORTAL

Welcome to tax season 2022! We're so glad you're with us.

CLINIC ESSENTIALS

Join the Clinic on Zoom

TaxSlayer Login

The Hub Login

Intake form

TOOLS AND REFERENCE

Publication 4012

Taxpayer Call Guide

Tax Desk Reference

QR Checklist

Clinic Calendar

GYR Resource Page

EITC Lookback Guide

Taxpayer Messages

Child Care Providers

Routing Numbers

EIP Intake Guide

Out of Scope List

LEARNING

Prosperity Now
Training Slides

Orientation Night #1 Slides (CAPV)

MA Tax Guide

Orientation Night #2 Slides (GYR)

SCHEDULING

View Schedule

GET IN TOUCH

Rebecca Bannasch
Money Matters Coordinator
rbannasch@communityaction.us
(413)376-1153

Sarah Lambert
Money Matters Specialist
slambert@communityaction.us
(413)512-8196

TAX ALERTS AND NOTICES

Tax Alert 1: Form 6744, VITA/TCE Volunteer Assistor’s Test/Retest Corrections

Tax Alert 2: Certification Testing and Using Form 6744 - UPDATE

Tax Alert 3: Reconciling Advance Child Tax Credit and Economic Impact Payments

QSR 2022-01: Quality Site Reviews

IRS Pub. 4299

IRS Pub. 17

VOLUNTEERING WITH CAPV

Read the CAPV Volunteer Packet

Review the VITA Volunteer Handbook

Sign the CAPV Volunteer Packet confirmation page

Remember, these are due back by January 8th!

Complete your CORI form

LEARN ABOUT TAXES

Read the VITA Train modules from Prosperity Now. Don't forget to check out the supplemental materials for each module!

View the Link and Learn online training lessons

Visit the Taxslayer practice lab to enter returns and watch the tutorial videos. Use password TRAINPROWEB, then create an account or login

Review the Training Agenda

Watch the TaxSlayer demo on YouTube

Check the volunteer tax guide, IRS Publication 4012

Review the 13614-C IRS Intake/Interview Sheet

Read the Emma Example basic scenario

TAKE THE TEST

Go to the Taxslayer Practicelab. Use password TRAINPROWEB, then create an account or login

Review Form 6744, the VITA Test Booklet

Check your answers for the advanced test

Need a hint on the Advanced test? This will give you a nudge in the right direction

Take the certification test at Link and Learn

You've got this!

VITA VOLUNTEER PORTAL

Welcome to tax season 2022! We're so glad you're with us.

CLINIC ESSENTIALS

TOOLS AND REFERENCE

LEARNING

SCHEDULING

Need to change your schedule? Add a shift or drop a shift? Let us know!

GET IN TOUCH

Rebecca Bannasch Money Matters Coordinator rbannasch@communityaction.us (413)376-1153

Sarah Lambert Money Matters Specialist slambert@communityaction.us (413)512-8196

TAX ALERTS AND NOTICES

VOLUNTEERING WITH CAPV

LEARN ABOUT TAXES

TAKE THE TEST

Rebecca Bannasch
Money Matters Coordinator
rbannasch@communityaction.us
(413)376-1153

Sarah Lambert
Money Matters Specialist
slambert@communityaction.us
(413)512-8196