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SITE COORDINATOR

Site Coordinators are the leaders of VITA sites; they oversee daily site operations, coordinate volunteer schedules, maintain site supplies, and provide support to volunteers throughout the tax season. By ensuring everything runs smoothly, you'll play an important role in delivering free tax preparation services to the community.

No tax preparation experience is required. Volunteers must complete the required training and certification steps before serving, and training and ongoing support are provided every step of the way.

STEP ONE: CREATE A UNITED WAY SUNCOAST GO UNITED VOLUNTEER ACCOUNT

All Site Coordinators must have a United Way Suncoast (UWS) Go United account to participate in VITA.

Returning Volunteers:

New Volunteers:

Click the Create Go United Account button below
Follow the prompted steps and confirm your email.
Once your email is confirmed, a pop-up message will appear stating, "Your account is almost ready."
Complete your profile by filling in the required information.
Once confirmed, navigate to My Volunteer Hours and select Volunteer Center to electronically sign the Volunteer Agreement and Release waiver.

You must be logged into your UWS Go United Volunteer Account to complete Step Two. After creating or logging into your account, return to this page to continue.

STEP TWO: COMPLETE THE 2027 VITA VOLUNTEER REGISTRATION FORM

The VITA Registration Form serves as your enrollment in the VITA program. Before accessing the form, be sure you are logged into your volunteer account. All volunteers, both new and returning, must complete the annual registration form to participate in the upcoming tax season. The information collected helps the VITA team prepare volunteers for a successful season and ensures you receive important program communications, including:

Program updates and volunteer announcements
Training and orientation invitations
Certification requirements and deadlines
Important information from VITA Program Managers throughout the tax season

STEP THREE: GET CERTIFIED

Certification prepares Site Coordinators with the knowledge and skills needed to accurately assist taxpayers and meet IRS requirements for volunteer tax preparation. Volunteers can complete certification through one of three options: in-person certification, virtual certification, or self-certification.

New Site Coordinators are strongly encouraged to participate in an in-person or virtual certification session. These guided sessions are designed to support volunteers through the certification process, to learn site procedures, review common scenarios, provide hands-on practice, and build confidence in managing site operations. Returning Site Coordinators who have previously volunteered with VITA may choose the self-certification option.

All Site Coordinators must successfully complete the required training requirements before serving in their role.

STEP FOUR: REGISTER FOR THE SITE COORDINATOR ORIENTATION

All Site Coordinators are required to attend one Site Coordinator Orientation session before serving at a VITA site. This orientation is specifically designed for Site Coordinators and provides the information needed to successfully manage site operations throughout the tax season.

During the session, program staff will cover:

Program updates and important information for the tax season
Site Coordinator roles, responsibilities, and expectations
Safety guidelines and site procedures
Common taxpayer questions and how to support volunteers and taxpayers at your site
Where to find support and resources throughout the season
Key tools, reports, and processes used to manage site operations

Register for only one orientation session, either in-person or virtual. You can attend either orientation regardless of your location.

Optional Q&A: Connect and Engage with the IRS

Whether you're new to VITA or in need of additional support, gather your questions and join one of our Connect, Engage, Ask, Discover sessions. These virtual sessions, led by an IRS professional, provide an open forum for volunteers to ask any questions or express concerns related to VITA.