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Returning preparers are critical to the success of our tax sites
If your last volunteer season was before 2023, please follow the new preparer path
3. Complete Training
Optional Refresher Classes
Getting to Advanced (strongly recommended if you did not previously certify at Advanced)
New preparer classes
Challenging Topics
See below, or click here for more info on these classes.
REQUIRED CTA Training:
Returning Preparer A
Returning Preparer B
REQUIRED IRS Training:
Strongly Recommended
CTA Training: (Attend lor view recording)
State Training for Returning Preparers
One Big Beautiful Bill (OB3). The OB3 changes are NOT on the exam.
4. Prepare for and take your exams
State tax law and One Big Beautiful Bill (OB3) are not covered on the exam. Do not wait for to take your exam.
Plan to submit your exam by January 26th or at least 1 week before your tax site opens.
To prepare: Review
Pub. 4491, (not updated for OB3) “Important Changes for 2025” (PDF page 11+)
AND Chapters 1 and 2 (PDF pages 20-42)
Click here for instructions on taking the exam and accessing TaxSlayer
Click for instructions to access the IRS Certification Portal
5. REQUIRED: Verify your identity during our virtual office hours We can not let you volunteer or give you access to TaxSlayer tax site software 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
* Optional Refresher: New Preparer classes
Fundamentals Tax Law Webinar Series (check back around New Year's for link)
New Preparer Training sessions
01: Tax Fundamentals and Additional Topics
02: Applied Skills and TaxSlayer Return Prep
03: Scenario Review and Certification Preparation
*Optional Refresher: Challenging Topics classes and Getting to Advanced
Challenging Topic: Self-employment
Challenging Topic: Retirement
Challenging Topic: Education Benefits
Getting to Advanced covers topics on the IRS advanced test that are not covered on the Basic exam.
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