Post the following IRS forms and publications in a visible place at your VITA site:
Maintain signed versions the Volunteer Agreement for ALL volunteers at your site (in a secure, private area):
Post these certification limitations in locations visible to volunteers to ensure volunteers are preparing returns within their certification level(s):
Maintain the following at each volunteer workstation:
Review and distribute Quality Alerts and share with each volunteer. It is recommended that you print each Quality Alert and keep a copy at each workstation for the volunteer to review before starting volunteer shift.
Think you are ready to open? Review the Site Review Sheet first:
Other IRS information:
Handouts for Clients: