Tax Training - Advanced Topic Areas - Individual - December 18, 2024

Get Connected Icon Happens On Dec 18, 2024
Get Connected Icon 6pm-9pm
Expired

Description

December Advanced Topic Areas Training (In-Person)

Workshop: Wednesday December 18th, 6:00PM - 9:00PM

Participants must have completed the Basic level training / or you are a returning VITA volunteer to attend this 3-hour session.

 

Note: This session is subject to cancellation with less than 5 registrants.

** Coffee & light refreshments provided.

LinkLearn Page: VITA/TCE Central your one-stop shop for volunteer training


Pdfs links of study resource materials are below:

Publication 6744: VITA/TCE Volunteer Assistor's Test/Retest: f6744.pdf

Publication 4491: VITA/TCE Training Guide: p4491.pdf: p4491.pdf

Publication 4012: VITA/TCE Volunteer Resource Guide: p4012.pdf

Prerequisite: 

All registrants must complete the following two (2) online trainings before the workshop meets on January 18th. 

1. Volunteer Standards of Conduct (VSC) training (Ethics)

Link to Publication 4961, Ethics training: https://www.irs.gov/pub/irs-pdf/p4961.pdf


2. Intake Interview & Quality Review training:

Link to Publication 5101, Intake Interview & Quality Review training:

https://www.irs.gov/pub/irs-pdf/p5101.pdf

 
Workshop Location:

United Way of Central Jersey

32 Ford Avenue, Milltown NJ 08850

Phone Contact: 732 247 3727 X 216

  • From the parking lot entrance, use the ramp to the left of the stairs ... take the elevator to the 2nd floor computer room.

  • Each year United Way of Central Jersey helps complete hundreds of free tax returns for people in need through the Volunteer Income Tax Assistance (VITA) program, resulting in hundreds of dollars kept in our communities. The Middlesex County, NJ VITA Coalition is recruiting additional volunteers in various capacities to help with this effort. Volunteers must complete certification timely after training, and be ready to start by February 1, through April 30, 2025.

  • Volunteers will volunteer at any one or more of our community host sites in New Brunswick, Jamesburg, North Brunswick, Highland Park, Perth Amboy, Piscataway, Sayreville, Carteret, South Amboy or Milltown to provide this valuable service.

Income Tax Preparer / Quality Reviewer: (Prepare federal & state tax returns for electronic e-file)

Certifications required (3)

1. Ethics test (open-book test)

2. Intake/Interview module (open-book test)

3. Advanced level Certification (open-book test)


 

 

 

Details

Get Connected Icon Volunteers should be between the ages of 15 and 75.
Get Connected Icon Register by Dec 19, 2024
Get Connected Icon Is Not Outdoors
Get Connected Icon Is Wheelchair Accessible

Location

Get Connected Icon 32 Ford Avenue
Milltown
New Jersey, NJ  08850