Intake Training Materials

Watch VITA 2021 Season Trainings

Intake Training Materials

Certification ExamsCreate an account and take the exams needed for certification here

Intake/Exit Specialists: complete the Volunteer Standards of Conduct Exam and the Intake Interview and Quality Review Exam

Prosperity Now Video ModulesModule 1 will give you a great overview of VITA intake, and the two certifications

Pub 5166 IRS Quality Site Requirements IRS publication for your Volunteer Standards of Conduct Exam

Pub 4961 Volunteer Standards of Conduct IRS publication for your Volunteer Standards of Conduct Exam

Intake/Interview and Quality Review  IRS publication for your Intake/Interview and Quality Review Exam

Rivers Intake example

UWWC Intake/Interview Slides (2020) (PDF)