Volunteer Information
Interested in volunteering with the Volunteer Income Tax Assistance (VITA) program? Below are several ways you can help low- and moderate-income, elderly, and disabled taxpayers file their Federal and Minnesota state tax returns.
Have more questions? Check here for answers: Frequently asked questions for possible new volunteers .
If interested, please email RochesterTaxVolunteers@gmail.com or contact Dave (area coordinator) at 507-259-3170.
Existing volunteers - login to the Volunteer Site here.
The Tax Preparer:
- Reviews intake forms and interviews taxpayers to ensure the preparation of an accurate return.
- Prepares tax forms using web-based software.
- Answers taxpayers' tax-related questions and explains the tax return.
We provide an orientation for new tax preparers in November and 40 hours of in-person or remote training in December and January. We work within the defined scope of our program and do not prepare returns for which we do not have effective training.
The Screener:
- Welcomes taxpayers and helps them organize their forms.
- Assists taxpayers in completing the intake form.
- Checks for missing and out-of-scope items.
Training for this role consists of a 2 1/2-hour training session that occurs in early January.
The Greeter:
- Welcomes taxpayers and ensures they are helped in an appropriate order.
- Distributes intake forms and surveys to clients.
- Phones clients who are late for an appointment and reschedules clients when necessary.
Training for this role consists of a 2 1/2-hour training session that occurs in early January.
Testimonial from Jeff
Jeff has been a volunteer with VITA since 2017. Listen to why he thinks this is a worthwhile and enjoyable activity!
Shari's First Year Experience
Listen as Shari describes her first year of volunteering with the VITA program here in Rochester.