He asked me last fall if I would volunteer at his site and
be a Greeter. Greeter!?! Pah!
If I’m going to volunteer for VITA, I’m going to prepare tax
returns. I took the classes this month
and passed my certification tests on January 18.
My first opportunity to put my new-found skills into
practice was at a “soft opening” on January 24.
In theory, a soft opening allows new tax preparers – like me – the
chance to work with real clients on real returns with an experienced volunteer
looking over their shoulders. In reality
– the new tax preparers showed up but only one of the experienced volunteers
made it. The nice, gentle, hand-holding
session turned into baptism by fire.
I did fairly well. I
made a couple of mistakes that our quality review process discovered, fixed,
and told me about, so all in all it was a good learning experience.
My number one lesson learned: I was all over the map preparing the
returns. All my mistakes were either
mistakes of omission or mistakes of preparing forms in the wrong order. I needed a process.
So I did what every good former process engineer does: I researched the tax forms and the most
likely scenarios in VITA and drafted my own personal tax-preparation
process. OK, so it’s not done in Visio
graphics – actually, it’s on a recipe card – but having it in front of me as I
prepare taxes should help me become both more accurate and more efficient.
We were told in class that it would take three returns to
“get the hang of it” and then the fourth return would “kick our butts.” For me, it was the fifth return. Looking back, if I had had my process in
place, I could have saved her (and me) a lot of time preparing her itemized
deductions and looking up why she couldn’t deduct private school tuition or HOA
fees. Itemizing didn’t help her. Her refund was exactly the same with the
standard deduction.
I expect my "tax process" to evolve and improve through experience using it. By the end of tax season I should have a process that would make the IRS proud.