VITA Volunteers
Serve Your
Community
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.
Fill out the VITA volunteer interest Form if you're interested.
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: access the online training modules. IRS publications and additional resources are available to help you prepare for the certification exam:
- Publication 4012 - Volunteer Resource Guide: Offers tax preparation aids and directions on how to navigate our online TaxSlayer software.
- Publication 4961 - Volunteer Standards of Conduct (Ethics) Training
- Publication 5101 - Intake/Interview and Quality Review Training
- Form 6744 - VITA/TCE Volunteer Assistor’s Test/Retest. Use this form to work out the test questions ahead of time before certifying online.
- TaxSlayer Practice Lab: Prepare tax returns using different tax scenarios in practice mode.
Step 2 - Certification Process
We require all volunteers to pass the following three certification tests and get certified annually:
1. Volunteer Standards of Conduct exam
2. Intake/Interview Quality Review exam
3. Advanced Tax Preparation exam
Upon completion of certification tests through Link & Learn, sign, date and submit Form 13615 to vita@uwgb.edu.
A Profitable
Experience
"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.
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.