Virtual – Screener
Role Description
-Review each client’s intake form (Form 13614-C) and confirm all required documents are uploaded
-Request missing information or documents from clients if needed
-Ensure all returns are within scope using IRS resources provided by the SimplifyCT team
-Once complete, send the return to a Virtual Tax Preparer
-Adhere to the IRS Volunteer Standards of Conduct at all times
Timeframe
2026 Tax Season, January to Mid-April
Certification
Volunteer Standards of Conduct and Intake/Interview & Quality Review, and Advanced Tax Law, GetYourRefund platform trainings