Overview

You were recently approved to volunteer at a Volunteer Income Tax Assistance (VITA) program site in Spring Lake. Because you are a new volunteer, your supervisor, who is the VITA site coordinator, has asked you to review the VITA volunteer training resource, Publication 4961, found in the Supporting Materials section, and summarize your understanding of the key aspects of being a VITA volunteer. The site coordinator does this to ensure that volunteers feel confident and well-prepared and so that all volunteers share an understanding of the professionalism expected from VITA volunteers.

Directions

Refresh your knowledge of Volunteer Standards of Conduct using Publication 4961. Then address the following in the form of a memo using the template available in the What to Submit section.

Specifically, you must address the following rubric criteria:

1. Explain VITA volunteer standards of conduct.
2. Describe the responsibilities of a VITA volunteer.
3. Explain the role of due diligence in the intake process using examples.
4. List all steps taken to become a certified VITA volunteer.
5. Explain the requirements that make individuals qualified for VITA assistance.