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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.
Required Self-Study: Volunteer Standards of Conduct and Intake Interview and Quality Review
Review the following IRS Training Modules:
Pub. 4961, VITA/TCE VSC – Ethics Training (for Spanish click here)
Pub. 5101, Intake/Interview & Quality Review Training
(Spanish link will be posted when updated).
Required: Take your IRS exams
You are welcome to attend some of the optional trainings below prior to taking your exams.
Click for instructions to access the IRS Certification Portal and take your exam.
Submit you volunteer agreement showing you passed these exams by January 27th .
Required: Attend the State Overview, CTA Intake and Exit online class
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).
Required
Attend orientation at your tax site
Your Site Coordinator will contact you in mid-January with the date(s).
Optional
Watch the Introduction to Tax Law Webinar series
Created by our partners at CASH MD, these videos introduce you to the fundamental concepts of tax law. It's important that you start here if you do not have prior tax knowledge.
Optional
Attend New Preparer training
New Preparer 01: Tax Fundamentals and Additional Topics
New Preparer 02: Applied Skills and TaxSlayer Return Prep
New Preparer 03: Scenario Review and Certification Preparation
Register for New Preparer classes
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