What is the protocol if a VITA volunteer encounters a tax issue beyond their expertise?

When a VITA volunteer encounters a tax issue that exceeds their level of expertise, the appropriate action is to escalate the issue to the Site Coordinator or refer the taxpayer to a tax professional. This protocol ensures that taxpayers receive accurate and reliable information, as handling complex tax issues without proper knowledge can result in errors that might adversely affect the taxpayer’s financial situation.

The reasoning behind this approach is grounded in the core value of VITA and TCE programs, which is to provide high-quality assistance to individuals. By involving the Site Coordinator, who likely has more experience or access to additional resources, or by guiding the taxpayer toward a qualified tax professional, the volunteer helps maintain the integrity and effectiveness of the assistance provided.

Additionally, this protocol protects both the volunteer and the taxpayer from the ramifications of misinterpretation or misapplication of tax laws. It fosters a collaborative environment where volunteers can seek guidance and reinforce their knowledge, ultimately enhancing the service provided to the community.