Drop-Off Specialists will meet 1:1 with clients, review the intake forms, all tax documents, and answer any client questions. Once the review is complete, the Drop Off Specialist will scan the tax documents in the tax software, TaxSlayer, for remote preparation. The client will keep all their documents and schedule another appointment to review the completed return.
Drop Off Specialist Requirements:
Exit Interviewers are the final step in the tax preparation process. Exit Interviewers will meet 1:1 either at a Drop-Off site or virtually using GoTo Meeting. The Exit Interviewer will collaboratively review the tax return with the client for accuracy. The Exit Interviewer will answer any client questions about the return and explain the efiling process and timing.
Exit Interviewer Requirements:
Please follow these steps to get started on volunteering and training.
2. AbsorbLMS Training Platform: In 1 or 2 business days, you will receive an activation email from Ladder Up with the subject line “AbsorbLMS Email Activation - Ladder Up Training.” Please check your spam folder.
Complete Modules in Absorb:
Link & Learn Certification Center: Make sure to complete all required exams for your role. Instruction guide available for Link & Learn in AbsorbLMS.
Please be sure to upload an image to AbsorbLMS of your Volunteer Standard of Conduct (Form 13615) auto-generated from Link & Learn. IMPORTANT: The name on your 13615 MUST match the name on the photo ID you provided us with.