VITA - 2019 Returns

Event Details

Date

Saturday, February 8, 2020

9:00am – 12:00pm (Registration: 9:00am)

Location

Leeward Community College

96-045 Ala Ike Street, Room BE-229

Pearl City, HI 96782

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CPE Credit

3.0 hours CPE credit

Description

Becoming A Volunteer Tax Return Preparer

Thank you for volunteering to assist the HSCPA Y-CPA Squad on Saturday, February 8, 2020.  <?xml:namespace prefix="o" />

If you have volunteered with us before and are familiar with the online exam process, please go directly to VITA test site at https://www.linklearncertification.com/d/.  If this is your first time volunteering, please refer to the 2019 Getting Started PDF for instructions on how to register for an account. 

Once you are logged in please confirm your account details are current: scroll to the bottom and confirm your professional status for the Circular 230 test is set for CPA and your PTIN number is correct. 

Save your information and continue to the 2019 VITA/TCE certification tab and click on the Circular 230 tab.  You should see three tests: 2019 Volunteer Standards of Conduct Exam, 2019 Intake/Interview and Quality Review Exam, and 2019 Federal Tax Law Test for Circular 230 Professionals.  Volunteers will have two chances to pass each exam.  All three are required before you can become a VITA volunteer.

Review the course material and practice exam before taking the tests online.  The Volunteer Standards of Conduct material is in IRS Publication 4961.  Intake/Interview and Quality Review material is in IRS Publication 5101.  The Federal Tax Law update test for Circular 230 Professionals starts on page 155 in the IRS Publication 6744.  You may also refer to IRS Publication 4491 VITA training guide which will have the answers to the questions in the Federal Tax Law update test.

If you do not hold one of the professional designations, you will need to take the basic exam instead of the 2019 Federal Tax Law test for Circular 230 Professionals.  The basic exam starts on page 25 in the IRS Publication 6744.

After you pass the exams, you will then be prompted to complete the volunteer agreement which will be electronically signed on the website. Please submit the PDF of the signed agreement to the HSCPA via email no later than Thursday, February 6, 2020.

Thank you for volunteering your time on Saturday morning to help the community!

Highlights

Objectives

 

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