Welcome to University of Oregon VITA!

Established in 2000 as a result of the efforts of Tracy Fisher, Professor Shannon Dolan, and a team of dedicated IRS representatives, the Volunteer Income Tax Assistance (VITA) program has been a valuable financial resource for the students, faculty and community members. Volunteers are committed to bringing their certified expertise to help clients fulfill their tax obligations.

If you have any questions about having your taxes prepared, please contact our VP of External Affairs, Ella Wang via email at uobap.externalaffairs@gmail.com.

Filing Deadline: April 15th, 2019

Open hours

  • 12 - 5 pm

    *Check-in closes at 3:45 pm

 Dates

  • Feb 2, 9, 16, 23

  • Mar 2, 9

  • Apr 6, 13

Check in will be located in the Lillis Atrium.

Lillis Business Complex

955 E 13th Ave. (13th & Kincaid Streets)

Eugene, OR 97403

Directions or Map

 Foreign Student/Scholar Clients Sign Up

  • A link will be posted for sign up soon

U.S. Citizen/Resident Clients Sign Up

  • A link will be posted for sign-up soon

 

WHAT WE CAN’T DO (OUT-OF-SCOPE)

TBA. Please check back to make sure you fall under our services scope before come to our site.

 

WHAT TO BRING

*required

 Identity check*

●      Valid photo ID for the taxpayer (and spouse, if applicable)

●      SSN/ITIN for everyone listed on the tax return

Wages, salaries, tips, etc.

● W-2

Tuition and fees deduction (If extended), American opportunity credit

●      1098-T

Qualified dividends, Ordinary dividends

●      1099-DIV

●      Schedule K-1

Health care: individual responsibility

●      1095-A

●      1095-B

●      1095-C

Taxable state and local refunds

●      1099-G

Federal income tax withheld

●      W-2

●      1099

Student loan interest deduction

●      1098-E

 

Use Scope of Service (The 2nd and 3rd columns) to see documentations required for other kinds of income, deduction, credit, etc.-6

 


Becoming a Volunteer

We are so excited for you to join our 2019 UO VITA program. Thank you very much for taking the time to certify and volunteer. Your participation benefits so many people, including you!

To volunteer, you need to…

  1. Complete Volunteer Intake Form

  2. Attain certifications

  3. Practice using TaxSlayer

  4. Turn in ALL required files to the Site Coordinator

  5. Attend mandatory volunteer meetings

Information about Volunteer Roles are listed at the bottom of this page.

Complete Volunteer Intake Form

Find the form here. The following sections contain helpful information. 

*Training/volunteer meeting information will be sent to the emails generated from the form submissions

Certifications

*Volunteers who are not certified with the advanced exam or foreign student exam aren’t allowed to answer any tax-law related questions..

To be a Greeter, Client Facilitator, or Printer:

To attain the certifications, volunteers need to pass

●       2018 Volunteer Standards of Conduct Exam

Visit VITA/TCE Central to complete the test. After login, click the link “2018 Volunteer Standards of Conduct Exam”.

 Helpful Resource(s)

●       Link and Learn Taxes e-Learning

Materials Needed

●       Publication 4961 Volunteer Standards of Conduct

To be a Foreign Student/Scholar Tax Preparer and Quality Reviewer:

New Service: International students take up a significant portion of the population of the University of Oregon, and the demand for corresponding tax assistance has been increasing in recent years. Given that, we decided to bring foreign student/scholar tax return preparation to our program in addition to the traditional tax preparation offered to the U.S. citizens and residents. The volunteers will get to understand the tax issues that the international students may encounter as well as the confusion and concern they may experience, and how the newly added service would make a positive impact on their student life at the University of Oregon.

 To attain the certifications, volunteers need to pass

●      2018 Volunteer Standards of Conduct Exam

●      2018 Intake/Interview and Quality Review Exam

●      2018 Foreign Student Exam

Visit VITA/TCE Central to complete the test. After login, click the tab “Foreign Student”.

 

Helpful Resource(s)

●      Link and Learn Taxes e-Learning

Materials Needed

●      Publication 4961 Volunteer Standards of Conduct

●      Publication 5101 Intake/Interview and Quality Review Training

●      Publication 4011 VITA/TCE Foreign Student and Scholar Resource Guide

●      Publication 4756 Foreign Student and Scholar Volunteer Tax Return Preparation

●      Publication 4012 VITA/TCE Volunteer Resource Guide

●      Publication 4491 VITA/TCE Training Guide

 

To be an Advanced Tax Preparer and Quality Reviewer:

To attain the certifications, volunteers need to pass

●      2018 Volunteer Standards of Conduct Exam

●      2018 Intake/Interview and Quality Review Exam

●      2018 Advanced Exam

Visit VITA/TCE Central to complete the test. After login, click the tab “Advanced”.

 

Helpful Resource

●      Link and Learn Taxes e-Learning

 

Materials you will need

●      Publication 4961 Volunteer Standards of Conduct

●      Publication 5101 Intake/Interview and Quality Review Training

●      Publication 4012 VITA/TCE Volunteer Resource Guide

●      Publication 4491 VITA/TCE Training Guide

 

TaxSlayer

The volunteer will prepare and e-file the tax returns using TaxSlayer. Click here to start practicing. Check out this instruction about the Practice Lab.

Files Required

●     Certification of 2018 Volunteer of Standards Conduct Exam (required for all)

●      Form 13615 Volunteer Standards of Conduct Agreement – VITA/TCE Programs (required for all)

●     Certification of 2018 Intake/Interview and Quality Review Exam

●     Certification of 2018 Advanced Exam

●     Certification of 2018 Foreign Student Exam

●     Certification of 2018 Health Savings Accounts (HSA) Exam (optional)

 

Submit Your Files

All files need to be received by January 20, 2019.

  1. Send a PDF copy of your certifications and the completed Form 13615 to uobap.externalaffairs@gmail.com.

  2. On the “Subject” line, type “VITA Certificates”.

  3. You may leave the body of the email blank

  4. Press send to submit your files

Volunteer Roles

You can sign up for multiple roles, if desired. A volunteer can only serve one role in one session. Some roles require a limited number of volunteers, so we cannot guarantee that you get the role you selected. Volunteers who are not certified with the advanced exam or foreign student exam aren’t allowed to answer any tax-law related questions.

●      Greeter (Pre-screening)

  1. Greet the taxpayer

  2. Screen clients using service scope

  3. Provide Form 13614-C to the taxpayer for completion, explaining documents required

  4. Log the basic information to the spreadsheet

*Tax law certification is not required for this role

●      Client Facilitator (Intake)

  1. Explain the return preparation process

  2. Verify all questions in Parts I-VI have been completed

  3. Determine the certification level of the tax return and assigning the taxpayer to a qualified tax preparer/reviewer

  4. Update the spreadsheet

*Tax law certification is not required for this role
 

●      Tax Preparer (Preparation)

  1. Interview the taxpayer

  2. Check photo identification for the taxpayer and spouse, if applicable, and verifying SSN or ITIN for everyone on the return

  3. Prepare the tax return

 

●      Quality Reviewer (Review)

  1. Review the return for accuracy

  2. Advise the taxpayers of their responsibility

 

●      Printer (Printing)

  1. Print physical copies of tax returns

  2. Update the spreadsheet

*Tax law certification is not required for this role