VITA (Volunteer Income Tax Assistance)
Volunteer Income Tax Assistance Program offers FREE tax preparation services. Volunteers are IRS certified and trained to identify taxpayer’s eligibility for federal tax credits to help families get the most accurate returns.
Volunteer Income Tax Assistance Program offers FREE tax preparation services. Volunteers are IRS certified and trained to identify taxpayer’s eligibility for federal tax credits to help families get the most accurate returns.
Free Tax Preparation Services
Many taxpayers who are eligible for free tax preparation also are eligible for the EIC (Earned Income Credit) and the CTC (Child Tax Credit).
The free income tax preparation in Volusia and Flagler Counties occurs yearly with the assistance of IRS certified volunteers who are trained to identify taxpayer’s eligibility for federal tax credits and to help families with income up to $54,000 file accurate tax returns, through its VITA (Volunteer Income Tax Assistance) program.
VITA SITE LOCATIONS:
VITA Site Locations will open February 2025, check back for additional details including how to make an appointment.
VITA SITE CHECKLIST:
Click here to Download the Check List
Folletos traducidos al español
FILE FOR FREE ONLINE
You can also file your taxes for free online at: myfreetaxes.com
Community Foundation and United Way of Volusia Flagler Counties’ Non-Discrimination Policy: It is the organization’s policy to abide by all laws and to not discriminate because of age, race, color, religion, gender identification, sexual orientation, national origin, handicap or disability, or marital or veteran status.
2024 TAX SEASON IMPACT
- Tax Returns Prepared in 2024 Tax Season: 2,080
- Total In Returns: $2,018,746
- Total Volunteers: 81
- Total Volunteer Hours: 4,619
Would you like to become a VITA site? Please email vita@uwvfc.org to learn more about becoming a VITA site.
HOW TO VOLUNTEER AS A SITE COORDINATOR
Site Coordinators are the primary resource for sharing knowledge of the program and are available to assist with any issues that may arise. Coordinators develop and maintain schedules for all volunteers to ensure adequate coverage, supplies, and equipment at your site. Tax law certification is required for this position.
STEP 1: Register Here
STEP 2: Access Training Materials (electronic)
Electronic versions of materials
can be accessed through the following links:
STEP 3: Create VITA/TCE Certification Test Site and TaxSlayer Practice Lab Logins
The VITA/TCE Certification Test Site (Link and Learn) is separate from the TaxSlayer Practice Lab; you will need access to both accounts.
VITA/TCE Certification Test Site
- Create or log in to your account at Link and Learn
- View the Link and Learn Guide
Site Coordinators must complete four exams:
- Volunteer Standards of Conduct Exam
- Intake/Interview and Quality Review Exam
- Advanced Exam
- Site Coordinator Exam (Must be Completed prior to Orientation)
Once all exams have been completed.
TaxSlayer Practice Lab
The Practice Lab provides a simulated VITA/TCE learning environment in the TaxSlayer Pro Online software, provides learning tools and TaxSlayer support, and is required to certify.
- Login to TaxSlayer
- To gain access to the account, use the generic password: TRAINPROWEB.
STEP 4: Site Coordinator Orientation
Site Coordinators are required to complete the TaxSlayer Site Coordinator Exam prior to attending the orientation.
View dates and register (please select only one date)
STEP 5: Certification Training Sessions
Coordinators may complete the certification exams independently using Link and Learn. Certification Training Sessions are optional.
STEP 1:
Register Here
STEP 2: Create VITA/TCE Certification Test Site Account
VITA/TCE Certification Test Site
- Create or login to your account at Link and Learn.
- View the Link and Learn Guide.
- Greeters/Screeners must complete two exams:
- Volunteer Standards of Conduct Exam
- Intake/Interview and Quality Review Exam
- Once all exams have been completed, print the Volunteer Agreement Form 13615. View the Link and Learn guide above for instructions on where to locate the agreement.
- Volunteers will need to print several copies of the volunteer agreement form, as they will be required to bring to each site.
STEP 3: Register for the Greeter Orientation
The orientation session will provide a better understanding of the expectations established by the Internal Revenue Service (IRS) and United Way Suncoast (UWS) as we serve our neighbors and communities.
Orientation dates will be added once the schedule is finalized.
STEP 4: Sign up for VITA Opportunities
Links to view shifts in each county or to view all shifts will be added once the schedule is finalized.
NEW TO VITA?
Join one of our Optional Learning Labs led by an IRS professional who can help answer your questions. This open forum is for volunteers to ask the IRS any questions and/or concerns relating to VITA.
To become a tax preparer, volunteers need to successfully certify in tax law, including the use of electronic filing software and attend an orientation to provide free tax return preparation for eligible taxpayers. Follow the below steps to certify as a tax preparer.
STEP 1: Register Here
STEP 2: Access Training Materials (electronic)
Electronic versions of materials
can be accessed through the following links:
STEP 3: Create VITA/TCE Certification Test Site and TaxSlayer Practice Lab Logins
The VITA/TCE Certification Test Site (Link and Learn) is separate from the TaxSlayer Practice Lab; you will need access to both accounts.
VITA/TCE Certification Test Site
Create or login to your account at Link and Learn
- View the Link and Learn Guide
Tax Preparers must complete three exams (see training info below):
- Volunteer Standards of Conduct Exam
- Intake/Interview and Quality Review Exam
- AdvancedExam
Once all exams have been completed, print the Volunteer Agreement Form 13615. View the Link and Learn guide above for instructions on where to locate the agreement.
Volunteers must print several copies of the volunteer agreement form, as they will be required to bring it to each site.
TaxSlayer Practice Lab
The Practice Lab provides a simulated VITA/TCE learning environment in the TaxSlayer Pro Online software, includes learning tools and TaxSlayer support, and is required to certify.
- Login to TaxSlayer
- To gain access to the account, use the generic password: TRAINPROWEB.
STEP 4: Certification Training Sessions
Experienced tax preparers who have volunteered with VITA previously may complete the certification exams independently using Link and Learn instead of registering for a session.
- Once all exams have been completed, print the Volunteer Agreement Form 13615. View the Link and Learn guide above for instructions on where to locate the agreement.
- Volunteers will need to print several copies of the volunteer agreement form, as they will be required to bring to each site.
New tax preparers will need to register for the in-person or virtual Certification Training Sessions.
Volunteers will achieve up to three (3) VITA certifications by passing proctored exams, including the Volunteer Standards of Conduct, Intake/Interview/Quality Review, and Advanced Scenario. The sessions will:
- Create comfort and confidence for volunteers to serve through the VITA program and sites.
- Create comfort and confidence in navigating TaxSlayer as a technology platform for completing taxpayer returns.
- Embrace that VITA site operations are executed most effectively when VITA volunteers serve in collaboration with their peer volunteers, Site Coordinators, and VITA program leadership as a team.
- Elevate virtual professional skills for VITA volunteers in preparation for the possibility of virtual synchronous and asynchronous VITA service for the 2022-2023 tax season.
- Once all exams have been completed, print the Volunteer Agreement Form 13615. View the Link and Learn guide above for instructions on where to locate the agreement.
- Volunteers will need to print several copies of the volunteer agreement form, as they will be required to bring to each site.
Need assistance?
If you have any questions, concerns, or need further clarification, please don’t hesitate to reach out to us. Our team is here to assist you and provide any additional information or support you may require. We are always happy to help, and we look forward to addressing any inquiries you may have. Feel free to contact us at your convenience.