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Returning preparers are critical to the success of our tax sites
1. Register for your Tax Site and training
2. Attend Training
REQUIRED:
Returning Preparer AReturning Preparer B
Strongly Recommended:
(Attend or view recording)
- State Training for Returning Preparers
- One Big Beautiful Bill
3. REQUIRED
IRS training
Pub. 5101, Intake/Interview & Quality Review Training
(Spanish link will be posted when updated).
OR video.
4. Get Exam Ready
In Pub. 4491, review “Important Changes for 2025” (PDF page 11+)
AND Chapters 1 and 2 (PDF pages 20-42)Use links in step 8, below to access the TaxSlayer Practice Lab and the IRS Link & Learn exam portal.
5. Optional review:
Fundamentals Tax Law Webinar Series (check back around Thanksgiving for updated link)
New Preparer Training sessions
01: Tax Fundamentals and Additional Topics
02: Applied Skills and TaxSlayer Return Prep
03: Scenario Review and Certification Preparation
Getting to Advanced is highly recommended for volunteers who have not previously certified at Advanced and for volunteers wanting a refresher. Getting to Advanced covers topics on the IRS advanced test that are not covered on the Basic exam. For more in-depth training/review of specific topics see the Challenging Topics classes.
7. Optional: Attend a Challenging Topics classes (virtual or recorded)
Challenging Topic: Self-employment
Challenging Topic: Pensions
Challenging Topic: Education Benefits
8. REQUIRED: Verify your identity during our drop in hours. We can not let you volunteer and will not give you access to TaxSlayer software until you have completed this step.
CTA is required by the IRS to confirm that the identity of every volunteer. In the past this was done by the site coordinators but this created too much of a burden on them, and we were not able to always verify at the central office that the process was complete.
To complete the process:
1)Submit page two of your volunteer agreement via email to volunteer@communitytaxaiddc.org
Click for instructions to access the IRS Certification Portal and take your exam.
2) Show your photo id during the virtual office hours
The hours are:
January 5th-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
Before submitting your exam, review the important warnings in the first link below.
Click for instructions to access the IRS Certification Portal.
Check out the TaxSlayer blog for known TaxSlayer issues
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