The VITA site at the Goodwill Menasha Retail Store and Training Center, 1800 Appleton Road, Menasha, opens annually, staffed by more than 50 volunteers from the Fox Valley. Several volunteer opportunities exist that can be matched up with your strength.
A strong greeter is essential to create a welcoming atmosphere for tax filers. Primary responsibilities include welcoming tax filers, providing intake forms and assisting with stocking supplies. Some greeters may be asked to assist with categorizing returns. Strong interpersonal communication skills are required.
Income Tax Preparer – Basic
As a basic income tax preparer, you will work 1-on-1 with taxpayers using intake forms and computer software to prepare basic tax returns. No tax preparation experience necessary. Basic computer skills are required.
Income Tax Preparer – Advanced
As a seasoned tax preparer, you will be preparing advanced income tax returns and assisting less-seasoned volunteers. Optional training is available to help you assist in the Quality Review process to ensure every tax return is completed in full and free of errors. Income tax background or VITA experience is required.
Screeners help tax filers in organizing materials and ensure tax filers have all of the materials required to prepare federal and state income tax returns. Volunteers will need to make income tax determinations related to filing status, dependency issues and income tax credit questions. Income tax background or VITA experience is required.
Reviewer – Basic
Basic reviewers will work with tax filers to discuss and review completed basic income tax returns. You will ensure tax filers receive all credits available to them and that they are computed correctly. You will also need to obtain tax filer information and signatured required on Form-8879. Income tax background or VITA experience is required.
Advanced reviewers will discuss and review more complex tax returns with tax filers. You will work to ensure tax filers are getting all credits available to them and that they are computed correctly. You will also work with tax filers to obtain necessary information and signatures required on Form-8879. Income tax background or VITA experience is required.
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