Guide for Site Coordinators

Register for your Tax Site and training

•  Register for a Tax site

•  Register for your classes

Attend Preparer Training

REQUIRED:
Returning Preparer
OR Returning Preparer A

REQUIRED if you review or efile: (recorded or live)
Returning Preparer B (if didn't take Returning all in one)
State Training for Returning Preparers

Optional: Challenging topics trainings

Attend Reviewer Training
(if you QR or Efile)

Optional: "Quality Review Essentials" - required for new reviewers, recommended for all

REQUIRED if you review or efile: "Reviewer Roundtable"

Attend Site Coordinator Training

REQUIRED
IRS training 

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

2. Pub. 5101, Intake/Interview & Quality Review Training
   OR Pub. 5101 in Spanish. 

3. Publication 5088: VITA/TCE Site Coordinator Training

Get Exam Ready

• In Pub. 4491, review “Important Changes for 2024” (PDF page 11+)
  AND Chapter 2: “Temporary Provisions” (PDF page 29+)

• Review known exam corrections: Volunteer Tax Alert 2024-01 

Work on your Exams

Target completing your exam no later than January 22nd. Before finalizing your exam, review the important warnings in the first link below.

• Known errors in Advanced, Site Coordinator and OPI exams: Volunteer Tax Alert 2025-01 

• Click for instructions to access the IRS Certification Portal.

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

• Check out the TaxSlayer blog for known TaxSlayer issues

Complete your exam and submit  your volunteer agreement by January 26.
Click here for instructions.