Mandatory VITA Tests - Due January 31, 2025 to mid-February 2025

Dear Law Students,

Here are a few reminders regarding the SMU VITA program:

  1. If you plan to participate and haven't returned a Public Service Confirmation Agreement, please find one on the Public Service Program website or click on: Confirmation Agreement fill it out and return it to Lynn Moubry in Carr Collins Hall - suite 320, 3rd floor.

  2. VITA Packet - stop by the Public Service Office (Carr Collins, Suite 320, 3rd floor) weekdays between 9 a.m. to 5 p.m.  This information is also online at:  https://apps.irs.gov/app/vita/
    The packet includes the following IRS Publications:         
    6744 (VITA/TCE Volunteer Assistor's Test/Retest); 
    4012 (VITA/TCE Volunteer Resource Guide - tabbed training guide).

  3. Three mandatory IRS / VITA TESTS with a score of 80% or higher (only 1 retake per test allowed):                                     
    Volunteer Standards of Conduct (short, less than 1 hour - 10 questions);                                                                                       
    Intake/Interview and Quality Review  (short, less than 1 hour - 10 questions);                                                                                   
    Advanced (4+ hours minimum - 35 questions) online prior to scheduling your VITA hours.                                                                                                               
    Remember you will receive 8 Public Service hours for  taking the IRS required tests, provided you complete a minimum of 8 hours or more of tax preparation at our VITA sites.

  4. Print and sign the following completed form (no certificates):
    IRS / VITA Volunteer Standards of Conduct Agreement (Form 13615) printed from the Link & Learn website:  https://apps.irs.gov/app/vita/

    Return the completed IRS VITA Volunteer Standards of Conduct Agreement (Form 13615) to Lynn Moubry:  Carr Collins Hall, suite 320; scan/e-mail to: Lmoubry@smu.edu ; or fax - 214-768-4688, by January 31, 2025 or at the latest by mid-February 2025.
     

    Scheduling sites:

  1. Contact the scheduler at the Dallas Community Tax Centers to submit your VITA site selections; some sites will be virtual. Dallas Community Tax Centers will give you instructions on how to schedule your hours online.  Request VITA dates/times/site locations beginning mid to late January 2025.

  2. The logistics of public service hours and the program are listed on the SMU VITA website for your reference.

Please email us if you have further questions. We look forward to working with you.
 

Lynn Moubry, Public Service Program Assistant
Lmoubry@smu.edu
214-768-2761