Becoming a Greeter with VAA: A Comprehensive Guide

💼The Vita program offers free tax preparation services to individuals and families earning $70,000 or less.

🛎️As a greeter, your role is to welcome clients, assist with the intake process, and ensure clients have all required documentation.

📝The yellow intake form must be completed by clients before tax preparation. The tax preparer will go through the questions during the intake and interview process.

🔑It is important to check that clients have proper identification, including a photo ID and social security cards for everyone on the return.

📜Volunteers must pass the Standards of Conduct test with a score of 80% or higher. Violations can result in removal from the program.

What is the role of a greeter with VAA?

—As a greeter, your role is to welcome clients, assist with the intake process, and ensure clients have all required documentation.

What is the purpose of the yellow intake form?

—The yellow intake form must be completed by clients before tax preparation. It provides important information for the tax preparer and helps ensure accuracy.

What documentation is required from clients?

—Clients must provide proper identification, including a photo ID and social security cards for everyone on the return.

What certifications are required for volunteers?

—Volunteers must pass the Standards of Conduct test with a score of 80% or higher. Advanced certifications are required for certain roles.

What happens if a volunteer violates the Standards of Conduct?

—Volunteers who violate the Standards of Conduct can be removed from the program and may be listed on the IRS registry. The sponsoring organization may also be terminated.

00:00Introduction by Kim Maldonado, Director of the Vita program

00:35Overview of mission and vision of the Vita program

01:56Explanation of the site flow for greeters

02:57Overview of the yellow intake form and required documentation

06:11Importance of passing the Standards of Conduct test