Welcome to the GetYourRefund Navigator onboarding page! Code for America collaborates with 100+ Volunteer Income Tax Assistance (VITA) partners and community based organizations to connect eligible clients to free tax filing services. The Navigator program is designed to help reach clients that can't access GetYourRefund.org or IRS tools on their own due to language, technology, trust, or other barriers.

This page outlines the training, onboarding process, and resources for Navigators and Advanced Navigators. Depending on which navigator option you choose, it can take 2-4 hours to be ready to assist clients.

We recommend opening links in a new browser tab to make it easy to navigate back to this list.

If you have questions, reach out to Courtney O'Reilly, Navigator Program Manager, GetYourRefund, at coreilly@codeforamerica.org.

Announcements


<aside> 🚨 Change Log - Check here for notes on changes made to this page.

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Acronym Check

Onboarding Training — Start Here ⬇️


🔑 Legend 🎥 - links to a video walkthrough of instructions for each step 📣 - important notes from the GetYourRefund team 💡 - helpful tips

Step 1: Navigator orientation (30 min) [coming soon]

Learn the essential responsibilities of a Navigator and Advanced Navigator by watching two short videos that will introduce you to the navigator role and how to determine the best service and resource for the clients you will help.

🎥 - Module 1: Navigator intro and determining filing assistance (slide deck without recording)

🎥 - Module 2: Eligible benefits

Step 2: Familiarize yourself with Navigator resources (1.5 hours) [coming soon]

Look over these helpful FAQs, video tutorials, and other resources that can help you assist your community.