Tax Preparer Assistant Training (In-Person)
Workshop: Tuesday January 7th, 6- 8:30pm
This chief focus is on the Intake Form,13614-C and conducting an effective Intake Interview with your tax client.
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 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 7th.
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.
Tax Preparer Assistant: (Assist Preparers with various tasks)
Certifications required (2)
1. Ethics test (open-book test)
2. Intake/Interview module (open-book test)
