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Site Coordinators work with the Quality Reviewers to ensure that tax sites operate according to all guidelines
Register for your Tax Site and training
Attend Returning Preparer Training
(Required if you answer tax law questions, efile, review or prepare returns)
REQUIRED:
Returning Preparer A
Returning Preparer BStrongly Recommended:
(Attend or view recording)
- State Training for Returning Preparers
- One Big Beautiful Bill
Attend Reviewer Training
(if you QR)
Quality Review Essentials - required for new reviewers, available for all reviewers
Attend Site Coordinator Training
Take REQUIRED
IRS training
Pub. 5101, Intake/Interview & Quality Review Training
(Spanish link will be posted when updated).
OR video.
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 Exams
Target completing your exam no later than January 22nd. Before finalizing your exam, review the important warnings in the first link below.
Review known errors in the Exams
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
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
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