About Volunteering
Necessary Trainings and Certifications:
Session 1: This 90-minute training is designed
to provide you with more information about
serving as a volunteer tax preparer, instructions
for completing your certification and helpful
tips to make certification easier. You will
also become acquainted with the Campaign for
Working Families, some of our important partner
agencies and the work that is done at the tax
sites.
Link & Learn Online Certification
Course: This online tutorial and test
will take you step-by-step through tax law
so that you can
accurately fill out tax returns. The tutorial
will take several hours, but is completed
online at the volunteer’s leisure. At the end
of the tutorial, the volunteer will take a
test. Once s/he has passed the test, they email
their certification to taxvolunteer@uwsepa.org and keep a copy for themselves.
A volunteer
can choose to certify at the Basic or
Intermediate level. Basic level is appropriate
for first-time volunteers and those with
little background in accounting. This level
of certification
will allow you to help most customers at
our tax sites. Intermediate level certification
is best for experienced volunteers or those
with finance and accounting backgrounds.
It
will give the volunteer an opportunity to
help customers with more complex tax issues.
If
you are struggling with the certification course,
please consider attending one of the
optional tax law workshops or labs described
below. They are designed to support people
as they work their way through Link & Learn.
Software
Training: This training will introduce
volunteers to the software used at the
tax
sites which facilitates an efficient and
accurate tax preparation process. In this
training the
volunteer will prepare at least two tax
problems using the software and learn about
the process
related to finalizing a return. Optional Trainings:
Link & Learn Labs: If you find Link & Learn
challenging, don’t give up! Consider
attending a Link & Learn lab where you
can work independently on the certification
course, but have an instructor available to
answer questions or help you with challenging
sections.
Basic Tax Workshop: This workshop
is intended to support first time or returning
volunteers
who are pursuing the basic level certification
course within the Link & Learn Online Certification
Course. Anyone who wishes for more support
can attend one of these workshops for more
specific instruction and help with basic tax
issues.
Intermediate Tax Workshop: Returning
volunteers or tax professionals can opt to
take the intermediate
level Link & Learn Online Certification
Course. This workshop will support them in
their training on more complex tax issues.
Questions? Call 215-665-2544
or email taxvolunteer@uwsepa.org.
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