Procedures for tax preparation

The following procedures will provide you with the knowledge and tools to prepare tax returns as a CVITP volunteer.

Sections

Screening and identifying the individual: How to verify the individual’s eligibility and identity.
Getting the individual’s authorization and information: How to get authorization to prepare a tax return, organize and verify slips and receipts, along with questions to ask the individual.
Starting to prepare the tax return: How to log into the tax software and what to do if you are preparing a paper tax return.
Getting authorization to electronically submit the tax return: How to get authorization to electronically submit the tax return and how to submit the tax return.
Returning and clearing information: How to safeguard taxpayers’ information and address individuals’ requests after you have successfully submitted the return.
What comes next: How to provide assistance to a client after their tax return has been submitted.