HOW TO VOLUNTEER AS A SITE COORDINATOR
Site Coordinators are the primary resource for sharing knowledge of the program and are available to assist with any issues that may arise. Coordinators develop and maintain schedules for all volunteers to ensure adequate coverage, supplies, and equipment at your site. Tax law certification is required for this position.
STEP 1: Fill out the VITA Volunteer Interest Form.
STEP 2: Access Training Materials
Electronic versions of materials can be accessed through the following links:
STEP 3: Create VITA/TCE Certification Test Site and TaxSlayer Practice Lab Logins
The VITA/TCE Certification Test Site (Link and Learn) is separate from the TaxSlayer Practice Lab; you will need access to both accounts.
VITA/TCE Certification Test Site
- Create or log in to your account at Link and Learn.
- View the Link and Learn Guide.
- Site Coordinators must complete four exams:
- Volunteer Standards of Conduct Exam
- Intake/Interview and Quality Review Exam
- Advanced Exam
- Site Coordinator Exam (Must be Completed prior to Orientation)
- Once all exams have been completed, email the Volunteer Agreement Form 13615 to Amanda King, IRS SPEC, at amanda.l.king@irs.gov.
TaxSlayer Practice Lab
The Practice Lab provides a simulated VITA/TCE learning environment in the TaxSlayer Pro Online software, provides learning tools and TaxSlayer support, and is required to certify.
- Login to TaxSlayer.
- To gain access to the account, use the generic password: TRAINPROWEB.
STEP 4: Site Coordinator Orientation
Site Coordinators are required to complete the TaxSlayer Site Coordinator Exam prior to attending the orientation.
View dates and register. (please select only one date).
STEP 5: Certification Training Sessions
Coordinators may complete the certification exams independently using Link and Learn. Certification Training Sessions are optional.
Click here to view the in-person training session dates.
Virtual training: click here and select United Way Suncoast as the organization when prompted.
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