• Successfully learn the tax preparation software to complete tax returns and prepare returns using electronic filing software.
• Interview the client to determine that all income is reported and all allowable deductions are claimed.
• Directly prepare the client’s return, based upon the information provided by the client and the client’s answers provided on the intake form.
• Accept no payment or other compensation of any kind from the client.
• Inform/refer the client to the other services offered through the VITA site.
• Ensure that on-site quality review is performed on the return.
• Have the client sign the applicable authorization documents for electronic filing.
• Timely review all returns for tax and technical accuracy before the returns are provided to the clients or electronically transmitted.