HIGHLIGHTS FROM PRIOR GENERAL

MEETING

Main Audience:College studentsGraduate StudentsResidents of IV

Low to Middle Income BracketFee tax services to those who earn $50,000 or less

W-2s

TAX SERVICES

1. SHOULD I FILE EVEN IF I AM NOT REQUIRED TO? ANSWER: YES!

SINGLE INDIVIDUALS: REQUIRED TO FILE IF EARN $9,500+ MOST STUDENTS EARN LESS THAN THIS. WHY FILE?

TAX AUTOMATICALLY WITHHELD FROM W-2S MANY TIMES, YOU PAY THE GOVT MORE THAN YOU OWE MOST LIKELY, CAN RECEIVE TAX REFUND FROM STATE

WITHHOLDINGS ON W-2.

IMPORTANT TAX SITE QUESTIONS

Start: Feb 3, 2012Day: Every SundayTime: 1-5 PMLocation: SRB 1st Floor

Computer Lab

UCSB VITA TAX SITE

VITA CERTIFICATION

Create an account Organizations-VITA Fill out your information https://www.linklearncertification.com/d/

LINK & LEARN: VITA Certification onlyhttp://apps.irs.gov/app/vita/04_student.jsp?level=basic

TAXWISE: To prepare actual returns.

CERTIFICATION: LINK & LEARN

https://twonline.taxwise.com/training/User/Login.aspx?ReturnUrl=/training/

Youtube Video

Client ID: 2728616Username: Use your school email name

Ex: jtong@umail.ucsb.edu Taxwise Username: jtong

Password is your username the fi rst time you log inChange password

Always use GREEN background for training mode!!!!!!

TAX WISE

1. How much time does it take to complete the test? Answer:  Depends on the person’s training and experience. 

Basic: 45 minutes Intermediate: 1 hour Advanced: 45 minutes

2. What if I am unable to complete an online test in one session? Answer:  The online system will bookmark where you stop in an online

test. When you log back into the online test it will show “in progress” for the test you were taking.  Just click on that link to continue with the test. 

3. What if I need to change an answer on the online test? Answer:   There is the “back” button so you can change your answer to a

question.   At the end of the test there will be a message display of answers and any questions that have not been answered. You will need to complete all questions and then hit the submit key.

Q&A above obtained from Source: http://www.vita-volunteers.org

LINK & LEARN FAQ

4. What documentation can I obtain if I certify through the online test with Link & Learn Taxes? Answer:  Once you successfully complete a test you can

print a course certificate. 

5. Is the Volunteer Agreement available in the online test?  Answer:  Yes, the Volunteer Agreement is available. Once

you successfully complete a test online you can print or save a copy of your Volunteer Agreement.  There is a link on the test home page in the upper right hand corner of the screen. 

6. What is the passing score for certifi cation? Answer: The passing score for the test for each course is

80%. Q&A above obtained from Source: http://www.vita-volunteers.org

LINK & LEARN FAQ

All Volunteer Tax Preparers must pass 2 tests:1. Basic certification test* 2. Volunteer Standards of Conduct test*

*A minimum score of 80% is required for each certification test.

REQUIREMENTS TO VOLUNTEER

Length: 5 Questions

Content: Do’s and Don’ts of volunteers and the volunteer site

Pass: 80% Correct4 out of 5 questions correct

TEST 1: VOLUNTEER STANDARDS OF CONDUCT

TEST 1: VOLUNTEER STANDARDS OF CONDUCT

Length: 30 QuestionsContent: Individual & family tax lawsPass: 80% Correct

24 out of 30 questions correct

*REQUIRED FOR ALL TAX PREPARATION VOLUNTEERS!

TEST 2: BASIC TEST*

Sample Scenario:

TEST 2: BASIC TEST*

VITA CERTIFICATION PATH