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Guide for
Client Navigators ensure that our clients feel welcome and that we are able to assist them in preparing their tax returns
Client Navigators assist clients with intake paperwork and may also help clients print electronic documents, help clients access or sign up for electronic accounts and with the final paperwork process. Bilingual Navigators may also assist with interpreting and translation.
Register for your tax site and for Training
Optional Trainings
Strongly Recommended: Introduction to Tax Law Videos (2026 season links coming soon)
New Preparer Training (view introduction videos first)
click here for descriptions
Review IRS Training Modules
Complete IRS Exams
instructions on taking the exam
Attend Virtual Training: State Overview, CTA Intake and Exit online
If you are volunteering at UPO, you're required to attend in-person Intake training at the UPO site and will be contacted with the date(s).
Verify your identity during our virtual office hours We can not let you volunteer until you have completed this step. Plan to complete the steps at least 1 week before your tax site opens.
To complete the process:
Submit page two of your volunteer agreement via email to volunteer@communitytaxaiddc.org
Show your photo id during the virtual office hours
The hours are:
January 12th-15th Monday, Wednesday, and Thursday 2:00- 5:00 pm
January 19th- January 30th. Monday-Friday 2:00-5:00 pm
Email volunteer@communitytaxaiddc.org if you need a time outside of these hours.
Here is the Zoom link: https://us06web.zoom.us/j/89438431085?pwd=QjJ1WjZoSlRUTm1zOWFYQ2p2RTVJUT09
Attend orientation at your tax site
Your Site Coordinator will contact you in late-January with the date(s).
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