This page contains a complete walkthrough of the Hub for Valet Assisters. Only sites accepting drop-off returns will have Valet assisters. Please make sure you have reviewed the "Getting Started" materials before reviewing this guide.

last updated on October 25, 2023

<aside> 📎 This guide is also available as a slide presentation for facilitated training.

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Table of Contents

Background

Definition

The Valet assister is a role at some **Valet VITA **or **drop-off VITA sites. The Valet assister will assist clients in-person with the intake questionnaire and intake review process. Instead of the client filling out the intake questionnaire on the GetYourRefund website, Valet assisters will review the Form 13614-C (the intake questionnaire) with the client, add the client's profile to the Hub, and will upload the client's scanned documents.

The Valet assister will assume the responsibilities of the intake specialist. Once the client has been helped by a Valet assister, the ticket will be able to be assigned to a tax preparer. This role is different from that of a full service assister, which only helps clients complete the GetYourRefund questionnaire.

Responsibilities

As Valet assister, your responsibilities are to get returns ready for tax preparation by:

• Conducting a thorough intake interview
• Reviewing and scanning client’s IDs, tax documents, and completed 13614-C
• Creating a ticket for the client in the Hub
• Uploading client’s scanned documents to the ticket