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TAX PREPARER
Volunteers who serve as Tax Preparers offer free tax return preparation services to eligible taxpayers. Tax Preparers must accomplish the following requirements: Successfully pass three (3) exams: the Standards of Conducts, the Intake/Quality Review, and the Advance Exams, and attend a Tax Preparer Orientation.
STEP ONE: CREATE A UNITED WAY SUNCOAST VOLUNTEER ACCOUNT
All Tax Preparers must have a UWS account to participate in VITA.
- Returning Volunteers: Log in to your UWS account by clicking the yellow "log in" button at the top right corner of this page.
- New Volunteers: To create an account, click here.
STEP TWO: REGISTER
All Tax Preparers new and existing are required to complete the Registration form annually. To continue, verify you are logged in to your UWS account then complete the 2025 Registration Form below. Volunteers who do not complete the Registration Form will not receive important notifications regarding the VITA program.
STEP THREE: CERTIFY
There are 3 ways to certify, in-person, virtual, and self-certification. New Tax Preparers are strongly encouraged to participate in-person or virtual, as these sessions are specifically designed to guide volunteers through software navigation. Experienced Tax Preparers who have previously volunteered with VITA can opt for self-certification.
STEP FOUR: REGISTER FOR THE TAX PREPARER ORIENTATION (Select only ONE date):
The Tax Preparer orientation session aims to enhance comprehension of the expectations outlined by the Internal Revenue Service (IRS) and United Way Suncoast (UWS) while we engage in serving our neighbors and communities. This orientation is a crucial component of preparing volunteers for their roles in the program. During this session, program managers will provide information about:
- Updates to tax law
- Safety guidelines
- How to sign up for volunteer opportunities
- Where to find support when you have questions
- The most common questions that taxpayers have when they visit a site
STEP FIVE: VOLUNTEER
Once certified, proceed to volunteer by registering at any of our VITA locations.
Check back early December 2024 for volunteer opportunities.
CLICK HERE to view the tax alerts shared by the IRS.
Optional Q&A: Connect, Engage, Ask, Discover
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.
For questions, email vita@uwsuncoast.org.
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