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 Information for VITA Volunteers

Get ready to do clients' taxes!

• Make sure you have passed the VITA tax test and returned the signed Standards of Conduct Agreement (.pdf) to Kim Burrucker
• Make sure your copy of Taxwise has been properly set up with defaults
• Update your Taxwise software every time before you go to a VITA site, while you still have internet access.
• Review your training materials:
• Volunteer Instructions and FAQs
• Instructions on backing up Taxwise files for transport from your laptop
• Hints on using Taxwise to prepare a tax return
• Check the VITA calendar for dates and directions