Guide for Site Coordinators

02 Complete Training:

• REQUIRED CTA Training:

  • Returning Preparer A

  • Returning Preparer B 

  • Site Coordinator

  • One Big Beautiful Bill

• REQUIRED IRS Training:

  • Publication 5088: VITA/TCE Site Coordinator Training

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

  • Pub. 5101, Intake/Interview & Quality Review Training (or in Spanish ) OR video

03 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)

  • Known errors in the Exam book and exams 

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

• Click for instructions to access the IRS Certification Portal

04 REQUIRED: Verify your identity during our virtual office hours. We can not let you volunteer and can not 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:

1. Submit page two of your volunteer agreement via email to volunteer@communitytaxaiddc.org

2. 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