Volunteer Checklist- Reviewers
Printable Checklist
Volunteer Checklist for Reviewers
Please plan to complete the steps below before tax sites open on January 28.
Questions? See our Volunteer FAQ
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Update your information in VolunteerHub
-Log in to VolunteerHub (http://dceitc.volunteerhub.com)
-Click “Your Account” on the top right hand corner of the screen.
-Ensure that ALL required fields are updated.
(If you forgot your username or password, contact Volunteer Coordinator Caitlin Brazner: volunteer@dceitc.org or (202) 419-1440 x111)
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Sign up as a Reviewer in VolunteerHub
After completing your volunteer registration form:
-Under "Other Volunteer Registration"
-Click "Reviewer Registration"
-Click "Sign up"
-Submit your registration
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Register for training Register for the each of the following required trainings on VolunteerHub. (Training classes are listed below the Tax Preparer registration section)
Refresher for Experienced Preparers (4 hours)
This class requires that you be comfortable with Schedule A and C-EZ. If you are not comfortable with both, you should take the 2nd year training path.
OR
Online IRS Refresher and Certification
You can access Link and Learn training at: http://www.irs.gov/app/vita/ and select “Returning Student.” Do NOT register for Refresher class if you plan to certify online.
AND
Quality Reviewer Training(4 hours)
Optional Additional Trainings:
Advanced Topics & IRS Certification (4 hours)
Covers complicated pensions and prepares trainees for Advanced certification. Highly recommended for volunteers who have never certified at Advanced.
Cancellation of Debt (http://www.irs.gov/app/vita/)
Health Savings Accounts (https://www.irs.gov/app/vita/)
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Complete the IRS Certification
Reviewers should certify at the Advanced Level if possible, and must certify at the Intermediate levels at a minimum. (Certification may be completed at Refresher, or online through Link & Learn [please click here for detailed certification instructions]) |
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Submit signed Volunteer Agreement
Bring your signed volunteer agreement to your first volunteer shift AND submit a copy to CTA. Please click here for information on submitting signed Volunteer Agreements. |
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Attend Orientation and Volunteer!
Tax sites open Saturday, January 28th. Most tax sites will hold orientation one week before the site opens. Your site coordinator will contact you with details.
Don't forget to bring your signed Volunteer Agreement and your ID to your first volunteer shift. To comply with new IRS regulations, your Site Coordinator must have your signed volunteer agreement on file at the site where you volunteer and must confirm your identity.
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~ January 2012 ~
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Sunday
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Monday
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Tuesday
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Wednesday
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Thursday
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Friday
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Saturday
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2
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3
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5
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December Trainings at Capital Area Asset Builders:
· Refresher: 9am on Dec. 3 and 5:30pm on Dec. 5.
· Quality Review: 1:30pm on Dec. 3 and Dec. 10 and 5:30pm on Dec. 8
· Site Coordinator: 9:00am on Dec. 10.
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Savings Promoters
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Tax Law Basics
9:00-1:00
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5:30-9:30
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Refresher
9:00-1:00
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Advanced Topics
9:00-1:00
Basic TaxWise Software
1:30-5:30
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Intermediate
1:30-5:30
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8
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9
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10
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11
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12
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13
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14
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Basic TaxWise Software
5:30-9:30
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Certification
5:30-9:30
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Basic TaxWise Software
5:30-9:30
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Tax Law Basics
9:00-1:00
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Intermediate
5:30-9:30
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Tax Law Basics
5:30-9:30
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Intermediate
5:30-9:30
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Certification
9:00-1:00
Savings Promoter
10:00-2:00
Certification
1:30-5:30
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Advanced Topics
1:30-5;30
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Basic TaxWise Software
1:30-5:30
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15
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16
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17
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18
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20
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21
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Certification
1:00-5:00
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Martin Luther King, Jr. Holiday
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Basic TaxWise Software
5:30-9:30
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Intermediate
5:30-9:30
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Certification
5:30-9:30
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Tax Law Basics
9:00-1:00
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Intermediate
1:00-5:00
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Refresher
5:30-9:30
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Site Coordinator
5:30-9:30
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Advanced Topics
5:30-9:30
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Quality Review
1:00-5:00
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Basic TaxWise Software
9:00-1:00 &
1:30-5:30
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`
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28
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Basic TaxWise Software
9:00-1:00
Intermediate
9:00-1:00
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Basic TaxWise Software
5:30-9:30
Certification
5:30-9:30
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Certification
5:30-9:30
Intermediate
5:30-9:30
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Certification
2:00-5:00
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Campaign Launches
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Savings Promoter
10:00-2:00
Advanced
1:30-5:30
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Certification
1:30-5:30
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30
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Notes:
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Georgetown University Law School
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American University Law School
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American University Kogod Business School
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Return to Volunteer Training & Checklists Page
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