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Volunteer+Training-Site+Form+SF11

VIEWS: 4 PAGES: 2

									                           San Francisco County VITA Volunteer Registration Form
Make a difference, one tax return at a time!
Join the thousands of volunteers that returned more than $57 million in tax refunds to the community!
Earn It! Keep It! Save It! is the Bay Area’s largest coalition of free tax preparation sites serving low to moderate income families
and individuals. Be a part of the thousands of volunteers that help Bay Area taxpayers get more than $57 million in tax refunds.


  Name:
  Mailing Address:
  City State Zip:
  Phone:
  E-mail:
  Company/School/Organization:

1. Are you an:
       Enrolled agent                    CPA                     Tax professional                 Other __________

2. Are you fluent in one or more of the following languages and willing to serve as a translator?
       Spanish      Cantonese       Mandarin      Russian     Vietnamese        Other _________

3. I would like to volunteer as a:
       Greeter
       Interpreter
       Tax preparer (no prior tax experience required, must complete training and receive IRS certification)
       Tax return reviewer (tax professionals, experienced volunteers only)
       Transmitter (requires strong computer literacy)

4. Please register me for this training (see back side of this page for training descriptions and schedule):
       A. Saturdays: Basic Vita (GGU) Training - Sat., 1/8,1/15, 1/22
       B. Tuesdays/Thursdays: Vita for returning volunteers (JobTrain) - Tues., 12/7, 12/14; Thurs.,12/9,12/16
       C. Saturdays: Tax Wise Training and Link & Learn Taxes (Online course) - Sat., 1/15
       D. Saturdays: Tax Wise Training and Link & Learn Taxes (Online course) - Sat., 1/22
       E. Transmitter Training – Online - Wed. 1/12
       F. Transmitter Training – Stand alone - Tues. 1/11
       G. Experienced Volunteer Training - Sat., 12/4
       H. Experienced Volunteer Training - Sat., 1/15
       I. ITINS – Wed., 12/1

5. When are you available to volunteer? Check ALL that apply.
      Mon afternoon       Tue afternoon     Wed afternoon                        Thur afternoon        Fri afternoon
      Mon evening         Tue evening       Wed evening                          Thur evening          Fri evening
      Sat morning         Sat afternoon

6. Are you interested in volunteering for a specific neighborhood? MEDA Plaza Adelante
       Mission                Chinatown          Tenderloin             South of Market
       Western Addition Visitacion Valley        Excelsior              Ocean/Merced/Ingleside
       Sunset                 Bayview/Hunters Point                      Other _______________
       (If you prefer to volunteer in Alameda County, Contra Costa County, or San Mateo County, please indicate
       below and we will forward your information to the local volunteer coordinator.)
       I want to volunteer in:          Alameda Contra Costa San Mateo Napa Solano

 Please return this form ASAP to:
 mail:                                                   fax:                                e-mail complete details:
 Tax-Aid                                                 Tax-Aid                             us-tax-aid@kpmg.com
 55 Second Street Suite 1400                             415.963.8130                        web site details:
 San Francisco CA 94105                                                                      www.earnitkeepitsaveit.org
                                      Earn It! Keep It! Save It! San Francisco
                                            2011 Volunteer Information

Please read carefully to find details about volunteer role requirements, training calendar, and tax help sites. Direct all
questions/concerns to Minnie Sage at 415-963-5133 or email her at us-tax-aid@kpmg.com. All volunteer tax preparers receive
free IRS training and certification.

Volunteer Roles and Required Training
 Volunteer Role                  Description                                                  Training Required
 Greeter                         Greeters welcome tax filers to the VITA site. They are        Basic Training (optional)
                                 responsible for completing Intake Forms for tax filers
                                 and organizing all paperwork.
 Interpreter                     Interpreters help bi-lingual clients to provide client tax    Basic Training (optional)
                                 information to tax preparers.
 Tax Preparer                    Tax preparers help clients complete their tax returns         Basic Training OR
                                 during the filing season. Tax preparers must complete         Link ‘n Learn (online)
                                 VITA training and receive certification by the Internal       AND TaxWise Training
                                 Revenue Service (IRS).
 Tax Return Reviewer             Tax return reviewers work with tax preparers to verify         Link ’n Learn (online)
 (tax professionals, experienced all client tax returns before transmitting.                   (test only)
 volunteers only)
 Transmitter                    Transmitters are trained to e-file all tax returns to the      Transmitter Training
 (must have strong computer     IRS from VITA sites.
 skills)


                                             2011 VITA Training Calendar

 #     Training                Class Description      Date                  Time                Location

 A     Basic Vita Training     For new tax            Sat., 1/8, 1/15,      9 am -4:30 pm       Golden Gate University
       (GGU)                   preparers              1/22*                 *9 am- 5:30 pm      536 Mission St., Rm. 4227
                                                                                                San Francisco

 B     Vita Training           For tax preparers      Tues. 12/7, 12/14     6:00 pm – 9:00      1200 O'Brien Dr., Menlo
       returning volunteers    who have a tax         Thurs.12/9, 12/16     pm                  Park, 94025
       (JobTrain)              background
 C     TaxWise Software        For online             Sat., 1/15 (must  9 am–4 pm               Golden Gate University
       Hands on Training       Link & Learn           complete Link &                           536 Mission St., Rm. 4216
       (no tax law) – opt. 1   certified volunteers   Learn in advance)                         San Francisco

 D     TaxWise Software        For online             Sat., 1/22 (must  9 am–4 pm               Golden Gate University
       Hands on Training       Link & Learn           complete Link &                           536 Mission St., Rm. 4216
       (no tax law) – opt. 2   certified volunteers   Learn in advance)                         San Francisco

 E     Transmitter             Hands-on for           Wed. complete
                                                           1/12
                                                      Must complete         9 am –3 pm          Golden Gate University
       Training                transmitters only      Must                                      536 Mission St., Rm. 4227
                               Online ONLY                                                      San Francisco

 F     Transmitter             Hands-on for           Tues. 1/11            9 am –3 pm          Golden Gate University
       Training                transmitters only                                                536 Mission St., Rm. 4227
                               Stand alone ONLY                                                 San Francisco

 G     Experienced             Refresher class for    Sat., 12/4            9 am–4 pm           Golden Gate University
       Volunteer Training      Experience                                                       536 Mission St., Rm. 4227
                               Volunteers                                                       San Francisco

 H     Experienced             Refresher class for    Sat., 1/15            9 am–4 pm           Golden Gate University
       Volunteer Training      Experience                                                       536 Mission St., Rm. 4227
                               Volunteers                                                       San Francisco

 I     Individual Taxpayer     ITINs (no SS#)         Wed,, 12/1            9:30-12:30 pm       KPMG
       Identification                                                                           55 Second St., Room 1004
       Number Training                                                                          San Francisco

								
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