How do I register for tax-prep volunteer training?
Follow this link: https://tinyurl.com/unitedwaytax
What is covered in the training?
Volunteers will receive cover reference material and learn to apply frequently used tax law, as well as learn to prepare returns using tax software. They will set up a password to training software that they can access after class for further practice if desired. In addition, they will have access to videos to watch for further review, and reference materials to keep and review.
Do I have to complete a certification to volunteer?
Volunteers need to complete an open-book IRS certification before volunteering. The training classes offered cover all material needed for the certification; at the end of class, volunteers will be ready to complete their tests. Additional one-on-one help is available for remaining questions about the certification process, if needed.
Where do I volunteer?
Although training is held at UAB and Samford, all tax-preparation appointments are held at United Way of Central Alabama.
Where is United Way of Central Alabama?
3600 8th Avenue South in the Avondale/Forest Park neighborhood. From St. Vincent’s Hospital, follow University Boulevard east about eight blocks. The street name will change to Clairmont Avenue. Watch for the Piggly Wiggly on the left at 34th Street South. After the Piggly Wiggly, go one more block past Park 35 Apartments, and turn left at 36th Street South. UWCA is one block ahead at the top of the hill. Turn right and then turn left into the parking lot on the back side of building, past auditorium. Enter at the Community Services entrance and sign in to get your volunteer badge and name tag.
Where do I park?
Park at UWCA, in the general area of the Community Services entrance. Please leave the spaces closest to the building for our clients, many of whom are elderly or have mobility issues. If the parking lot near the Community Services entrance is full, you can park near the Auditorium entrance or in front of the building at the main entrance, if necessary. It is also permissible to parallel park on the street.
What do I do as a volunteer?
Most appointments for clients allow them to complete a drop-off interview one week, then return the next week to sign and pick up the completed return. Volunteers can help with the drop-off and pick-up meetings.
Volunteers also have the option to prepare returns that have already been dropped off; many new volunteers like to do this as a way to get familiar with the process without worry that they are keeping a client waiting.
On Wednesdays and Saturdays, appointments are reserved for clients who need to have their return prepared in one trip.
On Thursday evenings and Fridays, no appointments are scheduled. Volunteers prepare returns that were received earlier in the week. It is a great time to volunteer and get familiar with the process — with extra support available.
What if I have questions while volunteering?
United Way Site Coordinators are always on hand to respond to your questions. In addition, tabbed reference guides are available at each workstation to assist you with your questions.
What if I make a mistake?
In training, we teach that every return must go through a second check, called a Quality Review, before it is signed by the client. Ask questions as you have them, and if there are any issues that you think need close attention, attach a note to the return for the reviewer. This process allows an opportunity for mistakes to be identified and corrected prior to meeting with the client.
What’s the schedule?
UWCA – 3600 8th Ave South, Community Services entrance Monday through Friday
Monday: 8 a.m. to 4:30 p.m. — Drop-off and pick-up appointments
Tuesday: 8 a.m. to 8:30 p.m. — Drop-off and pick-up appointments
Wednesday: 8 a.m. to 4:30 p.m. — One-trip appointments
Thursday: 8 a.m. to 4:30 p.m. — Drop-off and pick-up appointments
Thursday: 4:30 to 8:30 p.m. — Work on returns already received (extended hours on Thursdays begin 1/25)
Friday: 8 a.m. to 4:30 p.m — Work on returns already received
Saturday: 8 a.m. to 3 p.m. — One-trip appointments
Saturday dates are 1/26, 2/2, 2/9, 2/23 and 3/2 at UWCA –– use Auditorium entrance (under awning) on Saturday only
What’s the dress code?
UWCA is business casual, meaning khakis or slacks with a collared shirt are always appropriate. No shorts, please. Although UWCA staff can wear jeans on Fridays only, volunteers may wear neat jeans during the week.
Is there a breakroom?
We have a breakroom with refrigerators and a microwave just outside the tax-prep area, if you would like to bring lunch or a snack. There is coffee, ice and a filtered water dispenser. To reduce the chance of spills at your work space, you may want to bring a mug or water bottle with a lid. There are no vending machines on this floor, so if you prefer soft drinks, bring them with you.
What about check-in?
There will usually be a receptionist at the Community Services entrance to greet you when you volunteer, except on Thursday after 5 p.m. At that time, please call Bobbie’s cell phone at 205-529-0408, or her desk at 205-458-8976, and someone will come meet you at the entrance.