January 14, 2025
Hello MATC VITA Volunteers,
Training for tax season officially begins next week! See below for important details and additional information about this year's VITA program.
Virtual and In-Person Training Sessions
You can join us virtually or in-person at MATC Oak Creek Campus Room A247 at the times listed below. Note that the same material is covered at the two training sessions each day, so no need to attend both on the same day. The training sessions will be recorded and made available to watch on-demand if you are unable to attend live.
IRS Certification and TaxSlayer Training
Wisconsin Income Tax and Get Your Refund (GYR) System Training
General Volunteer Requirements
To volunteer with the MATC VITA Program, you must complete the following:
VITA Standards of Conduct Exam - REQUIRED FOR ALL VOLUNTEERS
VITA Intake/Interview & Quality Review Exam - REQUIRED FOR ALL VOLUNTEERS
VITA Basic Exam - to be eligible to prepare tax returns at the Basic level
OR
VITA Advanced Exam - to be eligible to prepare tax returns at the Advanced level
Note that if you want to prepare tax returns, you will need to pass either the Basic or Advanced Exam. You do NOT need to complete both of these exams.
All exams are completed through the IRS Link & Learn Certification website. In completing the Basic or Advanced exam returns, you’ll utilize the VITA Practice Lab (Password - TRAINPROWEB). Links to all training materials can be found here - All Training Materials - Google Drive Link
Upon completion of these exams, you will need to sign-off on the volunteer agreement form in the IRS Link & Learn Certification site and submit it to curtisnh@matc.edu
In-Person Tax Preparation Services
We will be offering limited in-person drop-off services on Tuesdays at the MATC Oak Creek Campus. If you are able to help with in-person drop-off services, please sign up for specific shifts HERE.
If you have any questions or concerns, please don't hesitate to reach out. We're looking forward to a great tax season!
MATC VITA Site Coordinators:
Danica Olson, CPA
Nell Curtis, CPA
