Volunteer Training General Information

Volunteer Training
General Information
Presented by Minnie Sage
Tax-Aid.org
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What is Tax-Aid
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Volunteer
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Responsibilities
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Volunteer Roles
3dflags.com
Free-animations.co.uk
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Tax-Aid is a non-profit organization
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We help families with income less than $53,000 by:
 Preparing their income tax returns for free and
 Educating them about tax benefits they are eligible for

In 2014, Tax-Aid volunteers helped return over $5
million to more than 5,900 Bay Area families

Lawyers, accountants, students, and
other professionals
 Multi-lingual
 Motivated
Tax-aid.org

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Complete training
Sign up for 3 or more sessions during
the tax season
Respond to Site Manager email
notifications
Ready to learn and have fun
Tax-aid.org
Greeter/
Screener
Computer
Processor
Tax Expert
Site
Manager
Check-out
Assembler
Printer
Reviewer

Welcoming clients
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Client numbers
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Intake Questionnaire
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Tax documents
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Form W-2
1099
1098
Intake
Questionnaire
Greeter/
Screener
Tax

Deductions, Exemptions, Credits
Tax
Return
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LACERTE
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Greeter/Screener checklist
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Entering Client Info
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Dependents, Exemptions, Credits
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Employment information
Free-animations.co.uk
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Print tax returns from USB
Assemble returns and prepare
for review

Carefully examine returns
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 Were all tax benefits taken?
 Does the return make sense?
 Advice for the taxpayer?
Free-animations.co.uk

Assemble tax returns
 Attach proper documents
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Prepare envelopes for clients to easily
send returns
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Explain returns to clients
 Do they owe?
 What is their return amount?
Free-animations.co.uk
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Providing assistance wherever needed
 Answering questions
 Giving tax planning advice to clients
 Reviewing returns
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Aiding with more difficult returns
 Schedule C
 Schedule D
Free-animations.co.uk
Thank you!