This is the 2004 site.  Click here for current site.

Vita Opportunities
Welcome to the 2004 site for volunteers in Santa Clara County Site
Home
Guest Book
Other  Links
Last Year's Site
www.vita-volunteers.org/

Home
Why Volunteer?

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

bulletGreet Taxpayers
bulletMake sure they are comfortable while they wait

Paper Tax Preparers

bulletMust be certified as VITA Tax Preparers for 2003 returns
bulletInterview Taxpayer
bulletFill tax forms by hand and use a calculator or mental arithmetic to do the computations
bulletReturn everything back to the Taxpayer for signature and mailing

E-File Tax Preparers

bulletMust be certified as Vita Tax Preparers for 2003 returns
bulletMust attend the Taxwise 2003 E-File Class
bulletInterview Taxpayer
bulletEnter the tax information into Taxwise program in the computer
bulletGenerate an E-File
bulletGet signatures for E-filing

Translators

bulletMust be bilingual - since there are people with so many different ethnic backgrounds, there is probably a place for any volunteer who speaks two languages.
bulletHelp to interview Taxpayer when the Taxpayer is not familiar with the language of the Tax Preparer
bulletDo not need to pass the Vita Tax Test 2003
bulletIn some cases are spouses of the volunteers

Tax Transmitters

bulletMust be certified as Vita Tax Preparers for 2003 returns
bulletReceive E-Files from Tax Preparers (usually on diskettes)
bulletTransmit batch of E-files to the IRS and the State
bulletBe ready to accept acknowledgements

Site Coordinators

bulletAre responsible for overall smooth functioning of the site
bulletMake sure that copies of required paperwork for E-files are submitted to the IRS office in a timely fashion
 

Home | About This Website | Tax Training | Vita Opportunities | Volunteer Info | Coordinator Info | Taxpayer Info | Taxwise


Information on this site is obtained from sources considered reliable, but not guaranteed  accurate.  The purpose is to inform only; for advice and decisions, please refer to the official IRS website http://www.irs.gov. Comments regarding this web site should be directed to webmaster@vita-volunteers.org
Copyright © 2003  vita-volunteers.org. All rights reserved.
Last modified: 02/05/05.