Join the Tax Prep Team at United Way of Central Jersey
Tax Preparer Assistant (TA)
November Day Session (In-Person)
Workshops: 9:30 AM - NOON
November 20
All study resources/handouts will be provided for students.
Prerequisite:
Attendees need to complete the two following online trainings before the workshop meets on November 20, and review the test questions. Memorization is not needed.
1. Volunteer Standards of Conduct (VSC) training (Ethics) The test questions are on Page 30-33.
Link to Publication 4961, Ethics training: https://www.irs.gov/pub/irs-pdf/p4961.pdf
2. Intake Interview & Quality Review training: The test questions are on Page 30-49.
Link to Publication 5101, Intake Interview & Quality Review training: https://www.irs.gov/pub/irs-pdf/p5101.pdf
3. Intake interview & Quality Review Form 13614-C (2022): Form 13614-C (Rev. 10-2022) (irs.gov)
The 2nd training is based on this mandatory form 13614-C required to be used at VITA sites. All clients must complete, and all volunteers must carefully review for the accuracy of the tax return. Please familiarize yourself with this form by completing with your personal information.
Location: 32 Ford Avenue, Milltown, NJ 08850
Email crodriguez@uwcj.org or 732 247 3727 X 216
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 and be ready to start by February 1, 2024 through April 30, 2023.
Volunteers will work at 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.
Tax Preparer Assistant: Engages in all aspects of processing leading up to the tax preparation process.
Certifications required:
1. Ethics test (open book test)
2. Intake/Interview module (open book test)
