VITA Volunteers

HOW TO BECOME A VOLUNTEER

1.  Complete VITA volunteer interest form

2. Complete all required certifications

https://linklearncertification.com/

3. Sign up for a shift

FIRST TIME VOLUNTEERING FOR VITA?

All first-time volunteers will be paired with an experienced volunteer during their first shift. This will give new volunteers a chance to walk through the process, ask questions, and practice their skills before they’re ready to work independently. If you would like to learn more, attend one of UWWF’s weekly VITA information sessions to hear from the Economic Empowerment Manager about the program and ask any questions you may have.

VOLUNTEER ROLES AND THEIR CERTIFICATION LEVELS

Greeter:

• Welcomes taxpayers and creates a positive first impression.
• Reviews appointment details and checks for required documents.
• Assists with the intake process and guides clients through the site.
• Ensures taxpayers are prepared before meeting with a tax preparer.
•  Certification Requirements:
  • Volunteer Standards of Conduct
  • Intake/Interview and Quality Review

· Tax Preparer:

• Completes tax returns using IRS TaxSlayer software.
• Follows intake forms and conducts basic interviews.
• Applies tax law learned during training to prepare accurate returns
• Help taxpayers claim important credits, such as the Earned Income Tax Credit.
• Certification Requirements:
  • Volunteer Standards of Conduct
  • Intake/Interview and Quality Review
  • Basic or Advanced Tax Law

Quality Reviewer:

• Conducts a complete second review of every tax return.
• Confirms that tax law was applied correctly and all information is accurate.
• Ensure the return matches the intake form and supporting documents.
• Provides feedback to preparers when corrections or improvements are needed.
• Certification Requirements:
  • Volunteer Standards of Conduct
  • Intake/Interview and Quality Review
  • Basic or Advanced Tax Law

Site Coordinator:

• Oversees daily operations of the site and ensures smooth workflow.
• Supports volunteers, answers questions, and resolves onsite issues.
• Ensures all Quality Site Requirements (QSRs) are followed.
• Ensures the Volunteer Standards of Conduct (VSCs) are followed.
• Certification Requirement:
  • Volunteer Standards of Conduct
  • Intake/Interview and Quality Review
  • UWWF Requirement – Advanced Tax Law
  • Site Coordinator

RESOURCES FOR VOLUNTEERS

• Practice tests - https://vita.taxslayerpro.com/IRSTraining/en/Account/Access
  • Password: TRAINPROWEB 
• Certification - https://lms.linklearncertification.com/lms/home 
• Publication 4012 – Volunteer Resource Guide 
• Publication 4491 – Publication 4491 (Rev. 10-2025)

VITA SITES: Feb. 1 to Apr. 15

Monday: 

• Pensacola State College-Warrington Campus: 1:00 pm – 5:00 pm

Tuesday:

• Pensacola State College-Main Campus: 9:00 am – 7:00 pm

Wednesday: 

• Pensacola State College-Warrington Campus: 9:00 am – 2:00 pm
• Pensacola State College-Main Campus: 1:00 pm – 7:00 pm

Thursday:

• Pensacola State College-Milton Campus: 1:30 pm – 6:00 pm

Friday:

• Goodwill Gulf Coast (1715 E Olive Rd): 10:00 am – 2:00 pm
•  Pensacola State College Main Campus: 1:00 pm – 7:00 pm

Saturday:

• Pensacola State College-Century Campus: February 7, April 6
• Florida Blue Center (1680 Airport Blvd)
  • February 14, 21, 28
  • March 7, 28
  • April 11

CONTACT FOR VITA

Matthew Newberry: Economic Empowerment Manager

Email: matthew.newberry@uwwf.org

Phone: 850-444-7033

FILL OUT THE FORM BELOW TO LEARN MORE ABOUT VOLUNTEERING.