Volunteer Income Tax Assistance (VITA)

Recognized by the IRS

Deadline: Monday, May 18, 2026, by 11:59 PM ET

Overview

The VITA Program presents a fantastic opportunity for Beta Alpha Psi chapters to enhance their visibility on campus and within the community. By participating, chapter members not only contribute to a meaningful cause but also acquire valuable skills in income tax preparation—an essential life skill. There are multiple ways to implement this program; see the "Process" section below for details.

VITA Recognition and Awards

Participating chapters will receive recognition based on their volunteer efforts and the number of tax returns prepared:

• Silver Destination: For chapters completing 500 – 699 returns.
• Bronze Destination: For chapters completing 700 – 999 returns.
• Gold Destination: For chapters completing over 1,000 returns.
• Superiority Destination: Awarded to chapters excelling across various VITA models, considering factors like chapter size and volunteer numbers, not just return volume.

Eligibility

All U.S. chapters are encouraged to participate in VITA.

Process

Chapters can choose from several models to deliver free income tax preparation:

1. Traditional: Offer free one-on-one tax preparation assistance on campus for members, students, and the community.
2. Facilitated Self-Assistance: Allow members and the community to prepare and file their own returns with support from certified VITA volunteers.
3. Virtual: Conduct tax preparation remotely, with taxpayers and preparers in different locations.
4. Drop-Off: Taxpayers can drop off their documents, which will be prepared later without their presence.
5. Remote via the Internet: Utilize VITA software accessible on the Beta Alpha Psi public website, with necessary support available. The software options include Online Taxes and TaxAct.

Award Process

The IRS will select winners.

Contact Information

For further details, contact Amelia Dalton, IRS Senior Tax Analyst. You can also reach out to your VITA Territory Manager.

Important: VITA Reports are due by Monday, May 18, 2026, at 11:59 PM ET. Complete the report form here.

Additional Resources

• PowerPoint Presentation: Access the PDF version of the 2022 Annual Meeeting PPT Presentation from VITA session.
• IRS Volunteer Site Coordinator Handbook: For traditional participants, the IRS Volunteer Site Coordinator Handbook offers essential guidance.
• Volunteer Opportunities: Check out this article from the IRS on how to volunteer as a tax preparer to enhance your skills and support your community.

Engaging in VITA not only helps individuals navigate their tax responsibilities but also strengthens the community and fosters a spirit of service. Embrace this opportunity to make a difference!