Free Tax Prep Volunteer Training

Thank you for volunteering for the United Way Free Tax Prep program!
Please register for training by Monday, Dec. 4.

Training will provide you with the information you will need to get started and be successful throughout the tax season. It will cover topics necessary to pass the certification test volunteer tax preparers are required to take in order to meet with clients.

Training will be held in person at United Way of the Plains (245 N. Water St.), hosted virtually and recorded. New tax prep volunteers are encouraged to attend all sessions. Returning tax prep volunteers are welcome to attend sessions that will be useful to them. Site greeters are required to attend the first two sessions but are invited to participate in all sessions.

Indicate how you plan to participate in each training session.

Below is a schedule of training sessions. Complete the form to indicate if you plan to attend in person or virtually. A Zoom link to the virtual session will be sent out prior to the session. Recordings will be available on this page after each session.

Questions? Contact Sarah Crick Milligan, United Way VITA Program Manager, at scmilligan@unitedwayplains.org or (316) 267-1321 ext. 4212.

Site Greeters are required to participate in this session. Link & Learn Topics: Volunteer Standards of Conduct.
Site Greeters are required to participate in this session. Link & Learn Topics: Intake Interview/Quality Review.
Link & Learn Topics: Filing Basics Workout, Filing Status Workout, Personal Exemptions Workout, Dependents Workout and Unique Filing Situations Workout.
Training will not be held Thursday, Dec. 14.
Link & Learn Topics: Income Workouts (5), Schedule K, Social Security and Other Income Workout.
Link & Learn Topics: Adjustments to Income Workout, Standard Deduction Workout and Itemized Deduction Workout.
Trainings will not be held Tuesday, Dec. 26, Thursday, Dec. 28 or Tuesday, Jan. 2.
Link & Learn Topics: Credits Workouts (5), Other Taxes Workout and Payments Workout.
Link & Learn Topics: EIC Workout, Refund and Amount Tax Owed, Completing the Return and Amended/Prior Year Returns.
Link & Learn Topics: N/A
Link & Learn Topics: Practice Lab and Certification Quiz.
Link & Learn Topics: Practice Lab and Certification Quiz.
Save the date: January 26 & 27 is EITC Awareness Day and the Free Tax Prep program kickoff event with walk-in appointments.