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TRAINING Information

 

 

Training Curriculum for Tax Filing Season 2009

  • Process-Based Tax Return Preparation Training 32 hours
    Covers basic and intermediate tax return preparation, Tax Wise software, and leads to certification. This class will also address pensions and annuities (part of the advanced tax training). Training and certification for new volunteers with no previous experience who wish to prepare tax returns.
     
  • Link & Learn Tax Return Preparation Training **NEW**
    Students achieve certification from home through Link & Learn, the IRS’ web-based training program. This interactive course provides training for new and returning volunteers in tax return preparation and leads to certification. Volunteers completing Link & Learn at the Basic level and achieving certification may then attend a 4 hour orientation with regards to site operation and standards. ** The new Link & Learn 2009 will now incorporate the TaxWise Software that is used at all VITA sites to complete the tax returns, it will truly be interactive between the tax law and the TaxWise software.**                                                                                                                                                  
    This session is for volunteers with minimal tax experience who would like to participate in the VITA program but cannot attend a training session in a classroom. Volunteers will also need to take a 4 hour orientation class to on what to expect at a VITA site.  Link & Learn Packets are now available please contact our office at 210.222.2975 for more information.
     
  • Modified Process-Based Tax Preparation Training 16 Hours
    Covers basic tax return preparation, Tax law updates, and Tax Wise software, and leads to basic level certification. Training and certification for new volunteers with no previous experience who wish to prepare tax returns.  This intensive training is for volunteers who can not attend the 32 hour training.
     
  • Process-Based Test out Option** 4 hours
    Tax law and code update, software familiarization, certification testing using Tax Wise software.
    **Only available for returning volunteers and those with Tax Wise and tax law background.**

     
  • Clerical Training 4 hours
    VITA site administrative operations and excellence in customer service. Training for VITA site clerical volunteers.

VITA Training Schedule

2008 Trainings

 

December 2nd – 4th TaxWise/IRS Instructor Training from 8:00 am to 5:00 pm at

New Horizon @ IH 10, SATX INVITE ONLY

 

December 5th Train the Trainer from 8:00 am to 4:00 pm at

Catholic Charities, 202 W. French Pl. SATX 78212 INVITE ONLY

 

December 6th(Part 1)  & Dec 13th(Part 2) 16hour course into 2 Saturdays (split) from 8:00 am to 5:00 pm at                       Catholic Charities, 202 W. French Pl. SATX 78212 CLASS IS FULL

 

December 8th-11th 32hour course into 4 days from 8:30 am to 4:30 pm at

Catholic Charities, 202 W. French Pl. SATX 78212

 

December 13th(Part 1) & Dec 20th(Part 2) 16hour course into 2 Saturdays (split) from 8:00 am to 5:00 pm at

Albert Benavides Learning Center, 515 Castroville Rd., SATX 78207

 

December 15th -18th 32hour course into 4 days from 8:30 am to 4:30 pm at

Catholic Charities, 202 W. French Pl. SATX 78212

 

December 15th -18th 16hour EVENING  course into 4 evenings from 5:30 pm to 9:30 p.m. at

Catholic Charities, 202 W. French Pl. SATX 78212

 

December 20th 4hour course LINK & LEARN VITA Orientation from 8:30 am to 12:30 pm at                           Catholic Charities, 202 W. French Pl. SATX 78212

 

December 20th 4hour Test Out Option for returning volunteers only needing the tax law and tax software

 updates from 1:00 pm to 5:00 pm at

 Catholic Charities, 202 W. French Pl. SATX 78212

 

2009 Trainings

 

January 3rd(Part 1) & Jan 10th(Part 2) 16hour course into 2 Saturdays (split) from 8:00 am to 5:00 pm at               Catholic Charities, 202 W. French Pl. SATX 78212

 

January 3rd(Part 1) & Jan 10th(Part 2) 16hour course into 2 Saturdays (split) from 8:00 am to 5:00 pm at              Albert Benavides Learning Center, 515 Castroville Rd., SATX 78207

 

January 5th-9th 40 hour SITE COORDINATOR TRAINING course into 5 days from 8:00 am to 5:00 pm at

 Catholic Charities, 202 W. French Pl. SATX 78212,

This training for staff site coordinators

 

January 5th-8th 16hour EVENING  course into 4 evenings from 5:30 pm to 9:30 p.m. at

Catholic Charities, 202 W. French Pl. SATX 78212

 

January 10th 4hour CLERICAL  training for volunteers from 8:30am to 12:30 pm at

Catholic Charities, 202 W. French Pl. SATX 78212

 

January 10th 4hour Test Out Option for returning volunteers only needing the tax law and tax software

updates from 8:30am to 12:30 pm at

 

 

  January 10th 4hour course LINK & LEARN VITA Orientation from 1:00 pm to 5:00 pm at

   

 

January 17th(Part 1) & Jan 24th(Part 2) 16hour course into 2 Saturdays (split) from 8:00 am to 5:00 pm at

              Columbia Heights Learning Center, 1502 Fitch St., SATX 78211

 

              

 

More training will be scheduled if needed.

 

VITA SITES OPEN January 15, 2009

 

Please call our office at 210-222-2975 to register for training or e-mail us at volunteer@vitasa.org.

 

 

 

202 West French Pl. | San Antonio, TX  78212 | www.vitasa.org