Topics Covered:

• IRS VITA program guidelines and volunteer responsibilities

• Taxpayer intake and interview procedures

• Filing status and dependent eligibility

• Income reporting and basic tax deductions

• Tax credits, including EITC, CTC, CalEITC, YCTC, and FYTC

• Basic federal and California tax return preparation

• TaxSlayer software introduction

• IRS certification requirements and procedures

Topics Covered:

• Advanced IRS VITA guidelines and procedures

• Complex filing status and dependent situations

• Self-employment income and business expenses

• Retirement income and distributions

• Capital gains and investment income

• Itemized deductions and adjustments to income

• Advanced federal and California tax credits

• Education credits and deductions

• Advanced tax return preparation using TaxSlayer

• IRS Advanced Certification requirements

Topics Covered:

• IRS VITA program guidelines and site requirements

• Site Coordinator roles and responsibilities

• Volunteer management, scheduling, and supervision

• IRS Volunteer Standards of Conduct

• Site operations and taxpayer intake procedures

• Quality review and tax return accuracy

• TaxSlayer software and site administration

• Taxpayer privacy, security, and confidentiality

• IRS site reviews and compliance requirements

• Managing daily operations and resolving site issues

• IRS Site Coordinator Certification requirements