VITA (Volunteer Income Tax Assistance) Site Coordinator

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• Ensure the site services provided are free (at no cost to the taxpayers) for all taxpayers who qualify to receive assistance from the program.
• Ensure that the site opens as scheduled and is adequately staffed.
• Ensure access to telephone, copier, storage space, and ability to maintain customer privacy.
• Maintain relationship with Coordinator for obtaining site materials and other pertinent information.
• Make certain that sufficient tax forms and supplies and reference materials are available and properly used by volunteers.
• Immediately notify Coordinator and SPEC (IRS) of any necessary changes to site operating days and/or hours.
• Maintain schedules for volunteers to work at sites; list all volunteers scheduled for each date and their home phone numbers, ensure volunteers sign in & out and state how many hours worked each day.
• Collaboratively work with Coordinator to obtain listing of volunteers that have successfully passed the Volunteer Tax training and certification.
• Ensure that adequate volunteer coverage, supplies, and equipment is scheduled/maintained at Volunteer Tax site.
• Maintain a Volunteer Log.
• Monitor customer traffic against available volunteers.
• Provide customers with information on other sites, assistance dates and/or time if they are turned away.
• Ensure that customers with more difficult tax questions are either referred to the appropriate IRS publication, help line or advised to seek the assistance of a professional preparer.
• Provide technical assistance and encourage volunteers to use the IRS toll-free Volunteer Hotline.
• Act as liaison between volunteers, the volunteer site and Coordinator.
• If necessary, compile timely statistical reports and provide to Coordinator and/or IRS.
• Monitor site to ensure quality review is being conducted, privacy is being maintained and the Site Identification Number is being annotated on each return.
• Verify that all computers have the correct EFIN & SIDN in the software defaults for both Form 1040 and Form 8879.

• Complete approved Site Coordinator Training
• Certify through the advanced level as a VITA tax preparer for the current tax year using IRS-developed material
• Site Coordinator shall be designated the software "Administrator" and will be responsible for setting up user accounts for all approved volunteers
• Complete monthly reports to the IRS regarding number of volunteers working at

site and their level of certification

• Make sure all volunteers receive IRS quality alerts during the tax season
• Become familiar with IRS quality standards and ensure they are followed
• Ensure all tax returns are transmitted in a timely manner and follow up on returns that may have issues