Volunteer: Tax Preparer

This is a seasonal position (January – April). We have had an overwhleming response to our call for volunteers for 2010 Tax Season. We are unable to accept anymore volunteers for this position.

The volunteer Tax Preparer helps qualified working families prepare their Federal and State tax returns, using an interview-based software program, with the objective of ensuring that all eligible families apply for and receive the Earned Income Tax Credit .

Tax Preparer Volunteer Responsibilities:

• Prepares tax returns for taxpayers who qualify for VITA assistance. Tax returns are typically a simple 1040 or 1040-EZ unless the volunteer wants to participate in further training.
• Answers basic taxpayer questions and refers taxpayers for additional assistance as necessary to local the IRS office, Low Income Tax Clinics (LITC), etc.
• Informs clients about other services available through the Atlanta Prosperity Campaign and its partners.

Tax Preparer Volunteer Qualifications:

• Attend a classroom training session (6-8hrs) on basic tax law and TaxWise software in January.
• Pass an IRS-certification exam through Basic. This exam is open-book, untimed.
• Strong computer skills.
• Strong interpersonal and communication skills.
• Good attention to detail.

We have sites located across metro Atlanta. You will have the opportunity to select the site most convenient to you.

In order to devote more time to hands-on examples during class, Tax Preparer Training has a required self-study training module to be completed PRIOR to attending the in-class training session. Please click here for more info.

Printed materials concerning the certification process will be distributed during training class. Certification is NOT required prior to attending training. However, if you would like to preview the tax preperation software via the Practice Lab, please click here and for Practice Lab FAQ's click here. If you would like to access the VITA/TCE Certfication Test Module, please click here.