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Publication 5683 VITA/TCE Handbook for Partners and Site Coordinators›CHAPTER 4: Volunteer Recruitment, Training and Certification

CHAPTER 4-3: Volunteer Recruitment Process

1025 Publ 5683 (PDF) · 2026-10-03 edition · updated 2026-10-04 · United States

Volunteers are the heart of the VITA/TCE program. Volunteers come from various professions and social positions, such as working professionals, retirees, college and high school students, IRS employees, and individuals who just want to help others in their communities.

SPEC and its valued partners share a common goal to increase the number of volunteers. To assist with volunteer recruitment, SPEC uses a formalized process to enroll and track potential volunteers and connect them with partners.

SPEC encourages interested individuals to register at IRS Tax Volunteers to become VITA/TCE volunteers. SPEC partners who coordinate staffing at volunteer return preparation sites and outreach activities opt in to receive information about interested individuals in their area. SPEC uses this data to contact potential volunteers, and encourage their participation in the VITA/TCE program.

  • SPEC processes volunteer information and shares it with the appropriate SPEC growth group office.

  • SPEC growth group relationship managers contact these potential volunteers via email, thanking them for their interest and inviting them to attend a SPEC sponsored welcome orientation online seminar.

  • SPEC growth group relationship managers provide potential volunteers with a list of partners in need of volunteers in their respective localities.

  • Volunteers reach out to partners to offer their assistance.

  • Partners share program information and provide certification training for volunteering at a community site.

While the volunteer recruitment process assists partners by sharing their needs with volunteers, SPEC encourages partners to develop their own recruitment plans to best fit their specific program objectives. Local SPEC territory offices help with volunteer recruitment plans and referrals to other community resources. At the partner’s request, SPEC provides communication templates, including links to fact sheets and Link & Learn Taxes (LLT), for use in recruiting, training, and retaining volunteers.

CHAPTER 4: Volunteer Recruitment, Training and Certification 29

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▸Contents — 1025 Publ 5683 (PDF)
1025 Publ 5683 (PDF)

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