TRAINING

NOTE: New and returning volunteers: Please fill out the volunteer form and send to ctaboston@accountant.com

CTA Volunteer form 2012

Where:
Training sessions will take place at  Northeastern University in Dodge Hall.
Dodge Hall is located on Huntington Avenue next to the Ell Building and room assignments will be posted at the entrance.  Please note that Northeastern is T-accessible from the Green line at the Northeastern stop or on the Orange line at the Ruggles stop.  In addition, parking is available for a fee at the Renaissance Garage on Columbus Avenue.  If the weather is questionable, call the Northeastern snow line at 617-373-2000 before heading to training. A campus map is available at www.campusmap.neu.edu.

When: 
New Volunteer Training:         

Location	Day	Date	Start	End
Dodge Hall	Saturday	January 21, 2012	9:00 AM	12:30 PM

Returning Volunteer Training:                       

Location	Day	Date	Start	End
Dodge Hall	Saturday	January 21, 2012	1:00 PM	2:00 PM

Returning Volunteers are not required to attend the New Volunteer Training sessions, but are welcome to sit in.  There are some important changes to the Federal return this year, so we encourage returning volunteers to attend the returning volunteer training.

What to bring:  You should bring paper and a pen to take notes. Please bring a Federal 1040A instruction booklet (http://www.irs.gov/pub/irs-pdf/i1040a.pdf) and Massachusetts Form 1 Instruction booklet (http://www.mass.gov/dor/docs/dor/forms/inctax11/f1-nrpypdfs/form-1-instructions.pdf). A calculator maybe helpful, but is not required. All other materials will be supplied at the training sessions.

Questions:   If you have questions about the training sessions, please call at 617-572-7983 or email ctaboston@accountant.com.  No confirmations will be sent for training.   Center assignments will be announced at training.

Volunteer Job Descriptions

Tax Preparer:
Tax Preparers interview tax clients using CTA provided guideline to determine filing status, income and possible exemptions, prepare federal and state returns where applicable, review the returns with the manager/assistant manager and present the results to the tax client.
Center Manager:
The Center Manager has prior tax experience and will be able to assist the other volunteers with technical questions and resolving issues.  A center manager is responsible for running the center i.e., client assignments and general operations of the tax center.
Assistant Center Manger:
The Assistant Center Manager will assist in center operations. It is preferable that all assistant managers have some prior tax experience, but it is not required.  Good organization skills will be beneficial in this position.