The Ulster County CA$H Coalition, led by the United Way of Ulster County, is seeking qualified volunteers to provide free tax preparation services to low-income individuals and families so that they can receive the Earned Income Tax Credit (EITC). Volunteer training will take place in Kingston. Tax preparation services will take place on Saturdays and evenings, at sites in Kingston, Ellenville, and New Paltz. Volunteer assignments are tailored to volunteer preferences and availability. This is a great way to contribute to our community!
TASKS AND RESPONSIBILITIES:
Attend basic tax law training, including use of electronic filing software. Approximately 16 hours on-line training, and 6-10 hours classroom training.
Successfully pass test to receive IRS Certification.
Prepare customer’s return based on information provided by customer or answer tax related questions.
Interview customer to determine if all income, deductions, and allowable credits are claimed.
Prepare tax returns using electronic filing software.
Refer customers with complex returns to the IRS website or help number, or tax practitioner or firm – however never refer customers to a specific practitioner or firm.
Identify all returns with the site Identification Number assigned to your site.
Ensure no compensation of any kind is accepted for the volunteer services provided.
Maintain confidentiality of customer information.
Ensure on-site quality review is performed on completed returns prior to being returned to customer.
Ensure a copy of the completed return is provided to the customer.
SKILLS:
Basic tax knowledge (Form 1040, Form 1040A, and form 1040EZ). Basic tax training and certification will be provided as needed.
Basic computer skills for inputting tax return information.
Pride in performing tasks completely and accurately.
Deal with the public in a helpful and supportive manner, including interviewing skills. Interviewing skills training will be provided as needed.
Friendly, dependable, and flexible.
IF INTERESTED: Contact the United Way of Ulster County at 331-4199, or e-mail Stacey Rein, President, United Way of Ulster County at reins@hvc.rr.com.
