VITA VOLUNTEER PORTAL

Welcome to tax season 2020! We're so glad you're with us.

View and update your clinic schedule

Share feedback and stories

On Your Mark

Step 1

Volunteering with CAPV

Get Ready

Learn about taxes

Step 2

Get Set

Take the test

Step 3

Go!

Prepare returns

Step 4

Click on a step to learn more

VOLUNTEERING WITH CAPV

CAPV Volunteer Packet.pdf

Read the CAPV Volunteer Packet

Volunteer Handbook TY19.pdf

Review the VITA Volunteer Handbook

Sign the CAPV Volunteer Packet confirmation page

Take the pre-season survey

Remember, these are due back by December 7th!

TAKE THE TEST

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

Review Form 6744, the VITA Test Booklet

Review the Advanced study guide

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!

PREPARE RETURNS

Review the training materials from Get Your Refund

Check the volunteer tax guide, IRS Publication 4012

Shannon Martineau

Money Matters Coordinator

413-376-1179

Rebecca Bannasch

Money Matters Specialist

413-376-1153

FREQUENTLY ASKED QUESTIONS

Help! I forgot my password, how do I get into the Taxslayer Practice Lab?

Step 1: Use password TRAINPROWEB Step 2: If you are having trouble logging in, check your account information. Your user name is usually your email, not the .noho or .gfld username for Taxslayer Pro Online Step 3: If you think you have everything right and still cannot get in, go through the password reset process

What info do I need for the Senior Circuit Breaker Credit?

Taxpayers are generally eligible for the Senior Circuit Breaker Credit if they are over 65 and have housing costs, like real estate tax or rent. You can find mor einformation about eligibility here: https://www.mass.gov/service-details/senior-circuit-breaker-tax-credit To complete Schedule CB for a state return, you will need to know either: How much the taxpayer paid in real estate taxes AND how much they paid for water and sewer OR How much the taxpayer paid in rent

RESOURCES

Link and Learn Certification Tests FAQ

Program Reference Guide

TAX ALERTS

Volunteer Tax Alert 2021-01 Certification Testing and Using Practice Lab

Volunteer Tax Alert 2021-02 Certification Testing and Using Practice Lab UPDATE

Quality Site Requirement Alert 2021-01 Taxpayer and Volunteer Expired Photo ID

FEEDBACK AND STORIES

Do you have suggestions on how to make the volunteering experience better? Or a heartwarming story about an exchange with a taxpayer? Share it with us below!