last updated on October 31, 2023
Table of Contents
Who are the Tax Benefits Greeters/Screeners?
What do they do?
Working together
Who are the Tax Benefits Greeters/Screeners?
Code for America’s Tax Benefits Screener volunteers assist clients with the initial intake process on GetYourRefund to ensure they have a complete ticket prior to the Intake Interview.
You’ll know a volunteer is a Screener by the (Greeter) tag that follows their name.
What do they do?
- Verify client’s ID and determine what documents are needed for their tax filing situation.
- Communicate with client and obtain missing info/docs. Screeners are only ensuring that the docs mentioned in the intake form are uploaded.
- Name and organize uploaded files to corresponding tax years.
- Complete the 13614-C with the client as much as possible.
- Leave comments in the Notes tab for Partners regarding any potential issues that could affect tax preparation.