Free

MetroCASH VITA Basic Tax Preparer Training (new volunteers only)

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United Way of Greater Richmond & Petersburg

2001 Maywill Street

Suite 201

Richmond, VA 23230

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NOTE: This is a two-day training. Day 1 is January 9th and Day 2 is January 11th. The schedule is 9:00 a.m. to 4:00 p.m. each day. Register once for both sessions.



This two day training will cover the information necessary for a volunteer to pass the IRS certification test at the Basic level. Volunteers will receive reference materials and the test/retest at the training along with information about VITA sites. All certification tests are open book; the focus not on memorization but to learn how to use the reference materials.

This training is recommended for all first-time VITA Volunteers. Once completed, first time volunteers are encouraged to attend the Advanced tax law training. In testing, one does NOT need to certify at Basic before certifying at the Advance level.

Training is broken down into the following sessions:

Day 1: Intake/Interview & Quality Review Process (morning)

Basic Tax Law (afternoon)

Day 2: Affordable Care Act (morning)

TaxSlayer software training (afternoon)

Lunch and snacks will be provided!

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Date and Time

Location

United Way of Greater Richmond & Petersburg

2001 Maywill Street

Suite 201

Richmond, VA 23230

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