Skip to main content

VITA Volunteers

Serve Your

We're advancing the economic prosperity and entrepreneurial spirit of our region.

Why do people want to become an IRS-certified VITA volunteer? There are a lot of reasons! Among them are:

  • Helping others.
  • Flexible hours.
  • No prior experience needed.
  • Continuing education credits for tax professionals.
  • Up to 3 course credits for students.
VITA volunteers assist clients with to file thier income taxes
Watch Video
Online volunteers welcome, too!

Training & Certification Process

Step 1 - Virtual Training

The Volunteer Income Tax Assistance program provides virtual classroom and self-study training options using IRS prepared training material. The training and material are free. New tax preparers are strongly urged to take basic virtual classroom training if they have not taken a federal taxation course. If you are a returning volunteer or have taken a college Federal Taxation for Individuals course, access the online training modules.

You'll need the following training materials available electronically:

Step 2 - Certification Process

Volunteers must pass the advanced certification test with a score of 80% or higher. Upon completion of certification tests, sign, date and submit Form 13615 to your VITA instructor.

  • Form 6744 - VITA/TCE Volunteer Assistor’s Test/Retest. Take the test to certify as a volunteer preparer on Link & Learn, but the actual test questions are a combination of these Test/Retest questions. We recommend you use this form to work out the test questions ahead of time before certifying online. The actual certification exam is open book. Pay close attention when taking the online test as the test questions come from the test OR the retest in the booklet – so be sure you’ve answered the correct question!

Xavier Terrien, UW-Green Bay accounting alumnus

A Profitable

"It can be difficult to apply concepts from a lecture to a real world setting. But VITA allowed us to fill that gap by working directly with clients to answer their questions and file their tax returns properly."

Xavier Terrien '22
Business Major | Credit Analyst at BelGioiso Cheese Inc.

Zhuoli Axelton

Ask an Expert

Meet Zhuoli Axelton, the director of VITA at UW-Green Bay. If you want to become a volunteer, reach out to her.

Contact Us