Volunteer Checklist- Savings Promoter / Intake Specialists


Volunteer Checklist for Savings Promoters
Please plan to complete the steps below (if possible) before tax sites open on January 28.

Questions?  See our Volunteer FAQ

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Register or update your information on VolunteerHub

New Volunteers:
-Register at http://dceitc.volunteerhub.com
Returning Volunteers:
-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 Savings Promoter/Intake Specialist
-Under "Events", scross down to the listings that start with "Savings Promoter"
-Find your preferred tax site and date
-Click "Sign up"
-Submit your registration

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Register for training (4 hours)
Training classes are listed below the Tax Preparer registration section.

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-Complete IRS required Volunteer Standards of Conduct Certification online at IRS.gov Link & Learn (for explicit instructions, click here).

-Submit signed Volunteer Agreement
-Print IRS Volunteer Agreement, available at www.irs.gov/pub/irs-pdf/f13615.pdf
-Complete and sign Agreement
-
Bring Agreement on your first day and give to your site coordinator

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Attend Orientation and Volunteer!
Tax sites open Saturday, January 28th. Most tax sites will hold an orientation the week prior to opening. Your Site Coordinator will contact you with details about orientation.

Don't forget to bring your signed Volunteer agreement and ID. 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 identify.

 
 
 
~ January 2012 ~
 
 
 
Sunday
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
1
 
2
 
3
 
4
 
5
 
6
 
7
 

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.
 
 

 
 
 
Savings Promoters
 
Tax Law Basics
9:00-1:00
 
 
 
 
 5:30-9:30
 
Refresher
9:00-1:00
 
 
 
 
 
 
 
 
 
 
 
 
Advanced Topics
9:00-1:00
Basic TaxWise Software
1:30-5:30
 
 
 
 
 
 
 
 
 
 
 
 
Intermediate
1:30-5:30
 
 
 
 
 
 
8
 
9
 
10
 
11
 
12
 
13
 
14
 
 
Basic TaxWise Software
5:30-9:30 
 
Certification
5:30-9:30 
Basic TaxWise Software
5:30-9:30 
 
Tax Law Basics
9:00-1:00
 
Intermediate
5:30-9:30
 
Tax Law Basics
5:30-9:30 
Intermediate
5:30-9:30
 
Certification
9:00-1:00
Savings Promoter
10:00-2:00
Certification
1:30-5:30
 
 
 
 
 
 
Advanced Topics
1:30-5;30
 
 
 
 
 
 
Basic TaxWise Software
1:30-5:30
 
15
 
16
 
17
 
18
 
19
 
20
 
21
 
Certification
1:00-5:00
 Martin Luther King, Jr. Holiday
Basic TaxWise Software
5:30-9:30 
Intermediate
5:30-9:30 
Certification
5:30-9:30 
 
Tax Law Basics
9:00-1:00
Intermediate
1:00-5:00
 
Refresher
5:30-9:30
Site Coordinator
5:30-9:30
Advanced Topics
5:30-9:30
 
 
Quality Review
1:00-5:00
 
 
 
 
 
Basic TaxWise Software
9:00-1:00 &
1:30-5:30
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
22
`
23
 
24
 
25
 
26
 
27
 
28
 
Basic TaxWise Software
9:00-1:00
Intermediate
9:00-1:00
Basic TaxWise Software
5:30-9:30 
Certification
5:30-9:30
Certification
5:30-9:30 
Intermediate
5:30-9:30
 
 
Certification
2:00-5:00
 Campaign Launches
Savings Promoter
10:00-2:00
Advanced
1:30-5:30
 
 
 
 
 
 
Certification
1:30-5:30
 
 
 
 
 
 
29
 
30
 
Notes:
 
 
 
 
 
 
 
 
 
 
 
Georgetown University Law School
American University Law School
American University Kogod Business School
 
 
 
 
 
 

 

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