Five Critical Training Components

To successfully assist taxpayers in satisfying their tax responsibilities, you must understand tax law and apply it to each individual's tax situation. In addition, you will need to learn how to use the tools available to prepare and file accurate tax returns. A tax return is accurate when tax law is applied correctly and it is free from error based on the taxpayer's interview and supporting documentation, and a completed Form 13614-C.

The tax return should support the taxpayer interview discussion on filing status, dependents, income, expenses, deductions, credits, payments, all source documents (Forms W-2, 1099, etc.), and a completed Form 13614-C.

The Volunteer Income Tax Assistance and Tax Counseling for the Elderly (VITA/TCE) return preparation processes consist of five critical components that will be taught in your training class:

• Volunteer Standards of Conduct training
• Screening and interviewing taxpayers using Form 13614-C, Intake/Interview & Quality Review Sheet
• Understanding and applying tax law
• Using references, resources, and tools including return preparation software
• Conducting quality reviews on all returns

Unlike most classes, there is no need to memorize a lot of information. You can use information on www.irs.gov, your course materials, and other print and electronic sources to gain the knowledge and insights you need to serve the taxpayers you assist.