A VITA intake volunteer is a person who helps clients get started in the Volunteer Income Tax Assistance (VITA) program, which provides free tax preparation services to eligible individuals.
All Volunteers receive FREE training by the IRS
What a VITA Intake Volunteer Does
- Greets clients as they arrive for tax preparation.
- Reviews the intake/interview form (Form 13614-C) with the taxpayer to ensure all sections are complete.
- Checks required documents such as photo IDs, Social Security cards, W-2s, 1099s, and other tax documents.
- Determines the tax return’s scope — making sure the client’s tax situation falls within what the VITA site is allowed to prepare.
- Explains the process to clients, including wait times and what to expect during tax preparation.
- Organizes documents so the tax preparers have everything they need.
- Ensures quality and accuracy by verifying that all required information is present before the client meets with a tax preparer.
