Guide for Quality Reviewers 

Register for your Tax Site and training 

•  Register for a Tax site

•  Register for your classes (see following steps for list)

REQUIRED
IRS training 

1. Pub. 4961, VITA/TCE VSC – Ethics Training  (or In Spanish)

2. Pub. 5101, Intake/Interview & Quality Review Training
   (we will post the link the Spanish version when it is available) . 

Attend Preparer Training

• REQUIRED:
  Returning Preparer all in one
  OR Returning Preparer A

• Strongly Recommonded:
  - Returning Preparer B (if you don't attend all in one)
  - State Training for Returning Preparers

Attend Reviewer Training 

REQUIRED: Reviewer Roundtable

Quality Review Essentials - required for new reviewers, recommended for all

Optional: Attend Challenging Topics classes (virtual or recorded)

• Challenging Topic: Self-employment

• Challenging Topic: Pensions

• Challenging Topic: Education Benefits

Get Exam Ready

• In Pub. 4491, review “Important Changes for 2025” (PDF page 11+)
  AND Chapters 1 and 2 (PDF pages 20-42)

• Review known errors in the Exams 

Work on your Exam

Target completing your exam no later than January 25. Before submitting your exam, review the important warnings in the first link below.

• Click here for known errors in the Exams

• Click here for instructions on taking the exam and accessing TaxSlayer

• Click for instructions to access the IRS Certification Portal

• Check out the TaxSlayer blog for known TaxSlayer issues

Complete your exam and submit  your volunteer agreement by January 25.
Click here for instructions.