1️⃣ Get Started

2️⃣ Send a Message

3️⃣ Work with Identity Documents

4️⃣ Work with Tax Documents

5️⃣ Complete Greeter Training

Describe the Greeter Role

Greeters help clients get their tax returns Ready for Review and make the jobs of Intake Specialists, Tax Preparers, and Quality Reviewers easier by organizing materials. As a Greeter, you will help clients provide required identity and tax documents so a VITA Partner volunteer can prepare their tax return.

Clients sign up for GetYourRefund at GetYourRefund.org, where they'll answer a series of questions about their tax situation and are asked to upload tax documents and images of identity documents. When a client signs up for GetYourRefund, it creates a ticket in The Hub.

As a Greeter, you'll be focused on helping clients who have consented to be contacted but whose files are not yet Ready for Review by Intake Specialists and Tax Preparers.

Some key Greeter activities:

• Follow up with clients who appear to have stalled in the process.
• Check for required identity and tax documents.
• Look at identity and tax documents to make sure the images are clear enough.
• Request documents from clients.
• Rename documents with clear names.
• Answer or refer questions from clients.

This diagram shows how the Greeter role fits into the overall client journey. For now, don't worry about the complexities later in the diagram. Focus on how the Greeter role is located just before the Intake Specialist.

Client Journey through GetYourRefund.pdf

Volunteer Standards of Conduct certification is required for this role. Intake/ Interview and Quality Review Certification is strongly recommended. As a practical matter, this Greeter training assumes you have completed it. Tax certification is not required.