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HOW TO VOLUNTEER AS A GREETER/SCREENER

Volunteering as a Greeter/Screener involves warmly welcoming all site visitors to foster a positive environment. They assess taxpayers to identify their specific needs and ensure they possess the essential documentation required to complete their tax returns. Please note that tax law certification is not a prerequisite for this position.

 

STEP 1: Fill out the VITA Volunteer Interest Form.

Volunteers who fail to complete the VITA Volunteer Interest Form will not be informed about crucial notifications related to the VITA program. Only those who complete the form will receive notifications when opportunities become available.

 

STEP 2: Register for the Greeter Orientation

This recorded orientation session offers enhanced insight into the expecations set forth by both the Internal Revenue Service (IRS) and United Way Suncoast (UWS) as we contribute to the well-being of our neighbors and communities.

Information for the Greeter/Screener Orientation will be added soon.

 

STEP 3: Create VITA Certification Test Account

Access to the VITA Certification Test Site (Link and Learn) requires valid credentials for the respective account.

VITA Certification Test Site

  • Create or login to your account at Link and Learn. For easy to follow instructions on creating an account, please click to view the Link and Learn Guide.
  • Access Training Materials for the Publication 4961 Standards of Conduct Ethics Training and Publication 5101 Intake/Interview and Quality Review Training (see links below).
  • Complete two exams: the Volunteer Standards of Conduct Exam & the Intake/Interview and Quality Review Exam.
  • Print the Volunteer Agreement Form 13615 once both exams are successfully completed. Refer to the instructions provided in the Link and Learn guide above for easy guidance. Volunteers are required to furnish a hard copy of the Agreement to the site coordinator for each respective site.

     

 

STEP 4: Sign up for VITA Opportunities

Before proceeding, please ensure that you have completed the VITA Volunteer Interest Form

               

     

 

CLICK HERE to view the tax alerts shared by the IRS.

For questions on volunteering, email vita@uwsuncoast.org.

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