1️⃣ Get Started

2️⃣ Send a Message

3️⃣ Work with Identity Documents

4️⃣ Work with Tax Documents

5️⃣ Complete Greeter Training

Answer Intake Process Questions

⚠Do not answer any tax-related questions unless you have a current VITA Basic or Advanced Tax certification and the questions are within your scope.

Sometimes a client will include a question in a message or email. As a Greeter, you can answer questions about the intake process. You can also send links to the GYR FAQ page or relevant IRS web pages.

Examples of questions you can answer for a client:

• How do I upload this tax or ID document?
• Which tax or ID documents should I upload?
• What should I do if I can't find a document?
• How long will the GYR process take?
• How do I know the GYR process is secure?
• Is GYR really free? (YES!)

If a tax-related question won't prevent the client from completing the intake process, and is not urgent, you can let the client know that the question will be addressed later in the process, by an Intake Specialist or Tax Preparer.

You can also post questions in the Greeter Slack channel if you are not sure how to respond to a question.

⚠️ If you ever need to ask a question about a specific client or return, post the client number, not the client's name.

Send Follow-up Message to a Client