Site Coordinator

 

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

• VITA Volunteer Interest Link
  • Contact Jessica Heck (jheck@uwvfc.org) for any questions or concerns

 

STEP 2: Access Training Materials (electronic)

Electronic versions of materials

 can be accessed through the following links:

• Publication 4012

• Publication 6744

• Publication 4491

   

 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.