Free Tax Preparation

Volunteer Roles

Every hour you volunteer brings $500 in Federal refunds back to a low income taxpayer!

In 2017, Tempe’s VITA tax site volunteers gave 4,000 hours of their time preparing taxes for the low/moderate income individuals/families, seniors and those with disabilities. Collectively, our treasured volunteers served 1,782 taxpayers, preparing 1,830 Federal and State tax returns for free. Thanks to this important service provided by volunteers, tax credits and refunds were provided to those who need it most.

Be a part of making a difference – consider becoming a volunteer. Many positions are available.

Apply to become a volunteer

Tax Site Greeter

Volunteer Job Description

Duties:

Greet taxpayers to create a safe, welcoming atmosphere
Provide taxpayers with intake and survey forms to complete
Ensure taxpayers have necessary documentation (e.g., W-2)
Answer non-tax related questions
Monitor and facilitate site traffic to enhance efficient services to all taxpayers
Meet “qualifications” and complete “required training” listed below

Qualifications:

Must be both personable and organized. Great emphasis is placed on quality customer service. Greeters are our “first line” team members
Commit to volunteering a minimum of 20 hours during tax season
Complete the IRS Standards of Conduct test
Be a United States Citizen or in the United States legally

Required Training:

Volunteer Orientation (for NEW volunteers only)
Saturday, January 26, 2019
9:00 am–10:30 am (Greeter Training will follow)
Gracie’s Village – Community Room (map)
1540 E. Apache Blvd., Tempe

Greeter Training (for NEW & RETURNING volunteers)
Saturday, January 26, 2019
11:00 am–12:30 pm (following Volunteer Orientation)
Gracie’s Village – Community Room (map)
1540 E. Apache Blvd., Tempe

Sign Up to Volunteer
Contact the Program Coordinator
Other Tax Site Volunteer Opportunities
2019 Tax Site Information

Tax Site Tax Preparer

Volunteer Job Description

Duties:

Prepare basic 1040 tax returns and related schedules
Prepare a correct and accurate return based on information provided by taxpayer
Provide a copy of the completed return to the taxpayer
Answer tax-related questions
Maintain confidentiality of taxpayer information
Ensure no compensation of any kind is accepted for the volunteer services provided
Meet “qualifications” and complete “required training” listed below

Qualifications:

Complete the free IRS Link and Learn online tax law course offered and become certified at the “Advanced” level
Complete the IRS TaxSlayer software training
Complete the IRS Standards of Conduct test
Commit to volunteering a minimum of 20 hours during tax season
Be a United States Citizen or in the United States legally

Required Training:

New ASU Volunteers – attend the “Getting Started” Session in November

IRS Link and Learn Tax Law Course (for NEW and RETURNING volunteers) Available online – must be completed prior to Volunteer Orientation

Volunteer Orientation (for NEW volunteers only)
Saturday, January 26, 2019
9:00 am–10:30 am (Greeter Training will follow)
Gracie’s Village – Community Room (map)
1540 E. Apache Blvd., Tempe

TaxSlayer Software Training Several TaxSlayer software training and Tax Law Review training sessions will be held November 2018 through January 2019. The dates and times will be distributed to you after the Volunteer Application is completed.

Sign Up to Volunteer
Contact the Program Coordinator
Other Tax Site Volunteer Opportunities
2019 Tax Site Information

Tax Site Tax Screener

Volunteer Job Description

Duties:

Ensure taxpayers have the required documents (e.g., photo identification, Social Security card(s), W-2, 1099s, last year’s return) for tax return completion
Review the taxpayer’s Form 13614-C Intake/Interview & Quality Review Sheet for completeness and accuracy
Based on the documents provided by the taxpayer and the completed intake sheet, determine if the return is within scope of the VITA/TCC program
Answer tax-related questions
Meet “qualifications” and complete “required training” listed below

Qualifications:

Be an experienced, recurring volunteer tax preparer
Have a previous VITA screening experience or have successfully completed the Tempe VITA Screener training
Complete the FREE IRS Link and and Learn online tax law course and become certified at the “Advanced” level
Complete the IRS TaxSlayer software training provided
Commit to volunteering a minimum of 20 hours during tax season
Complete the IRS Standards of Conduct test
Be a United States Citizen or in the United States legally

Required Training:

Screener/Quality Reviewer Training
Several TaxSlayer software and Screener/Quality Reviewer training sessions will be held in January 2019. The dates and times will be distributed to you after the Volunteer Application is completed.

Sign Up to Volunteer
Contact the Program Coordinator
Other Tax Site Volunteer Opportunities
2019 Tax Site Information

Tax Site Quality Reviewer

Volunteer Job Description

Duties:

Conduct a quality review on all returns – Form 13614-C must be used to perform the necessary quality review action items
Before asking the taxpayer to sign Form 8879 or the return, advises the taxpayer that he/she is ultimately responsible for the information on the return
Explain to the taxpayer that signing the return guarantees that the taxpayer has rexamined the return and its accompanying forms and schedules for accuracy, and they are signing the return under penalty and perjury
Provide feedback to volunteer preparers explaining identified errors captured during quality review and instructions for making the necessary corrections
Maintain confidentiality of taxpayer information
Ensure no compensation of any kind is accepted for the volunteer services provided
Meet “qualifications” and complete “required training” listed below

Qualifications:

Be an experienced, returning volunteer tax preparer
Have previous VITA quality review experience or have successfully completed the Tempe VITA Quality Review training
Complete the free IRS Link and Learn online tax law course offered and become certified at the “Advanced” level
For more complicated returns, be certified in Health Savings Account, Military and/or applicable certifications
Complete and pass the IRS Taxwise software training
Complete the IRS Standards of Conduct test
Complete Screener/Quality Reviewer Training
Commit to volunteering a minimum of 20 hours during tax season
Be a United States Citizen or in the United States legally

Required Training:

IRS Link and Learn Tax Law Course Available online – must be completed prior to Screener/Quality Reviewer Training

Taxwise Software Training Several TaxSlayer software training sessions will be scheduled in January 2019. The dates and times of the sessions will be sent after the Volunteer Application is completed.

Sign Up to Volunteer
Contact the Program Coordinator
Other Tax Site Volunteer Opportunities
2019 Tax Site Information

Tax Site Interpreter

Volunteer Job Description

Duties:

Provide free interpreter services at Tempe’s VITA tax preparation site
Be friendly, dependable and flexible
Meet “qualifications” and complete “required training” listed below

Qualifications:

Interpreters need only be able to carry on a conversation with taxpayers. Although Spanish is the primary language requiring interpretation, the ability to interpret other languages is desired.
Commit to volunteering a minimum of 20 hours during tax season
Complete the IRS Standards of Conduct test
Be a United States Citizen or in the United States legally

Required Training:

Volunteer Orientation (for NEW volunteers only)
Saturday, January 26, 2019
Gracie’s Village – Community Room (map)
1540 E. Apache Blvd., Tempe

Free Tax Preparation

Volunteer Roles

Available Volunteer Positions

Tax Site Greeter

Volunteer Job Description

Duties:

Qualifications:

Required Training:

Sign Up to Volunteer Contact the Program Coordinator Other Tax Site Volunteer Opportunities 2019 Tax Site Information

Tax Site Tax Preparer

Volunteer Job Description

Duties:

Qualifications:

Required Training:

Sign Up to Volunteer Contact the Program Coordinator Other Tax Site Volunteer Opportunities 2019 Tax Site Information

Tax Site Tax Screener

Volunteer Job Description

Duties:

Qualifications:

Required Training:

Sign Up to Volunteer Contact the Program Coordinator Other Tax Site Volunteer Opportunities 2019 Tax Site Information

Tax Site Quality Reviewer

Volunteer Job Description

Duties:

Qualifications:

Required Training:

Sign Up to Volunteer Contact the Program Coordinator Other Tax Site Volunteer Opportunities 2019 Tax Site Information

Tax Site Interpreter

Volunteer Job Description

Duties:

Qualifications:

Required Training:

Sign Up to Volunteer Contact the Program Coordinator Other Tax Site Volunteer Opportunities 2019 Tax Site Information

Site Search

Sign Up to Volunteer
Contact the Program Coordinator
Other Tax Site Volunteer Opportunities
2019 Tax Site Information

Sign Up to Volunteer
Contact the Program Coordinator
Other Tax Site Volunteer Opportunities
2019 Tax Site Information

Sign Up to Volunteer
Contact the Program Coordinator
Other Tax Site Volunteer Opportunities
2019 Tax Site Information

Sign Up to Volunteer
Contact the Program Coordinator
Other Tax Site Volunteer Opportunities
2019 Tax Site Information

Sign Up to Volunteer
Contact the Program Coordinator
Other Tax Site Volunteer Opportunities
2019 Tax Site Information