<aside> 📚 Some terminology used around GetYourRefund and VITA.

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Basic

General terminology used across GetYourRefund.


Advanced VITA Certification: Certification covering the same topics as the Basic VITA Certification, as well as more advanced topics like pensions or sale of home issues. The Basic certification is not a prerequisite for the Advanced certification. All volunteers who prepare returns are required to certify at either the Basic or Advanced level.

Basic VITA Certification: Certification covering income from wages, interest and dividends, and certain tax credits. All volunteers who prepare returns are required to certify at either the Basic or Advanced level.

Code for America (CfA): A nonprofit organization that built and runs GetYourRefund.

GetYourRefund (GYR): A nonprofit service that helps VITA sites operate virtually by organizing the process online. Link.

GYR Do-It-Yourself: DIY tax preparation, where clients receive a free link to TaxSlayer where they can prepare and submit their own taxes. Clients can speak with live VITA support specialists if needed.

GYR End-To-End: Virtual VITA, where the VITA process is moved online using the Hub.

The Hub: The platform built for GetYourRefund that helps organizations keep track and manage their clients' tax cases.

Intake/Interview and Quality Review (IIQR): VITA certification for the process of interviewing and reviewing tax documents. Described here.

TaxSlayer: The software that many VITA sites use to prepare taxes (although VITA sites are not required to use TaxSlayer).

VITA: The IRS-sponsored Volunteer Income Tax Assistance program, which helps individuals get their tax return prepared for free at VITA sites across the country.

VITA Partner: Organizations or groups that run VITA sites.

VITA Volunteer: A person who volunteers at a VITA site.

Volunteer Standards of Conduct (VSC): VITA certification focused on ethics training. Described here.