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| There are volunteer opportunities for
Greeters, Paper Tax
Preparers, E-File Tax
Preparers, Translators,
Tax Transmitters, and
Vita Site Coordinators.
While some of these opportunities require knowledge of tax
laws, there are many opportunities to volunteer for those
who are not familiar with the tax laws.
An E-file site is a location with computers to create
E-files. A non E-File site is a location without
computers, and the returns are prepared by hand on the
IRS paper forms. The VITA program owns a limited
number of laptops loaded with the Taxwise program.
Some facilities include desktop computers networked
together. If you provide your own laptop which you are
willing to use for preparing E-files at the site, you have
just made your location an E-file site. Shared
printers and supplies will be provided by VITA program at an
E-File site. After the return is created, it is
sent to the IRS by a Volunteer transmitter.
Greeters
 | Greet Taxpayers |
 | Make sure they are comfortable while they wait |
Paper Tax Preparers
 | Must be certified as VITA Tax Preparers for 2003
returns |
 | Interview Taxpayer |
 | Fill tax forms by hand and use a calculator or
mental arithmetic to do the computations |
 | Return everything back to the Taxpayer for
signature and mailing |
E-File Tax Preparers
 | Must be certified as Vita Tax Preparers for 2003
returns |
 | Must attend the Taxwise 2003 E-File Class |
 | Interview Taxpayer |
 | Enter the tax information into Taxwise program in
the computer |
 | Generate an E-File |
 | Get signatures for E-filing |
Translators
 | Must be bilingual - since there are people with so
many different ethnic backgrounds, there is probably a
place for any volunteer who speaks two languages. |
 | Help to interview Taxpayer when the Taxpayer is not
familiar with the language of the Tax Preparer |
 | Do not need to pass the Vita Tax Test 2003 |
 | In some cases are spouses of the volunteers |
Tax Transmitters
 | Must be certified as Vita Tax Preparers for 2003
returns |
 | Receive E-Files from Tax Preparers (usually on
diskettes) |
 | Transmit batch of E-files to the IRS and the State |
 | Be ready to accept acknowledgements |
Site Coordinators
 | Are responsible for overall smooth functioning of
the site |
 | Make sure that copies of required paperwork for
E-files are submitted to the IRS office in a timely
fashion |
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