Register for these classes in the order below:
(Make sure to complete all your training steps: click here to see full path including required classes that don't require registration)

• Required: 01 Tax Fundamentals and Additional Topics

  • @ AU Law

  • or @ Downtown/Morgan Lewis

• Required: 02 Applied Skills 

  • @ AU Law 

  • or @ Downtown/Morgan Lewis

• Required 03 Scenario Review 

  • @ AU Law or @ Downtown/Morgan Lewis - 

• Optional: Getting to Advanced- Part A and Part B

• Required: State Overview, Intake, and Exit 

Quick Links:
Click for New Preparer Classes
Click here for the Training Calendar
Click here for class descriptions

Register for these classes:
(Make sure to complete all your training steps: click here to see full path including required classes that don't require registration)

• Required: Returning Preparer
  - weekend combined A & B (in person.hybrid)
  - Separate A & B by zoom
    Required: Returning Preparer A (zoom weekday/weeknight)
    Strongly Recommended Returning Preparer B
  (need a different date/time, click here to let us know)

• Getting to advanced strongly suggested for
  returning preparers who did not previously certify advanced.
  - In person Saturday you can take A & B together  OR
  - Virtual weeknight series register for both: Part A and Part B 

• Challenging Topics - optional
  (separate classes for Pensions, Self-Employment and Education Credits)

• State Training for Returning volunteers- strongly recommended
  (need a different date/time, click here to let us know)

Quick Links:
Click for  all new and returning Tax Preparer Classes
Click here for the Training Calendar
Click here for class descriptions

Reviewers register for these classes:
(Make sure to complete all your training steps. Links to see full paths including required classes that don't require registration: Reviewer)

• Returning Preparer required
  - weekend combined A & B (in person.hybrid)
  - Separate A & B by zoom
    Required: Returning Preparer A (zoom weekday/weeknight)
    Strongly Recommended Returning Preparer B
  (need a different date/time, click here to let us know)

• Quality Review Essentials
  - required for NEW reviewers,
  - recommended for all to become better at QR using TaxSlayer

• Reviewer Roundtable
  - required for all site coordinators and reviewers
  (need a different date/time, click here to let us know)

• State Training for Returning volunteers- Strongly recommended
  (need a different date/time, click here to let us know)

Click for Reviewer and Site Coordinator Classes

Site coordinators should register for these classes:
(Make sure to complete all your training steps. Links to see full paths including required classes that don't require registration:
Site Coordinator AND  Reviewer)

• Returning Preparer required for  Site Coordinators who answer tax law questions,  review, prepare, or efile.
  - weekend combined A & B (in person.hybrid)
  - Separate A & B by zoom
    Required: Returning Preparer A (zoom weekday/weeknight)
    Strongly Recommended Returning Preparer B
  (need a different date/time, click here to let us know)

• Quality Review Essentials
  - required for NEW reviewers,
  - recommended for all to become better at QR using TaxSlayer

• Reviewer Roundtable
  - required for all site coordinators who answer tax law questions, review , prepare or efile
  (need a different date/time, click here to let us know)

• State Training for Returning volunteers- Strongly recommended
  (need a different date/time, click here to let us know)

• Site Coordinator Training - required                            

Quick Links:
Click for Reviewer and Site Coordinator Classes
Click for  all new and returning Tax Preparer Classes
Click here for the Training Calendar
Click here for class descriptions

Required Classes

Greeters: no classes that need registration,
but State  Overview, Intake and Exit training recommended

Client Navigators:
Register for State Overview,
Intake and Exit training. 

UPO Navigators look out for information on Intake training to take place at the UPO tax site.

Optional Classes:
01 Tax Fundamentals and Additional Topics @ AU Law or @ Morgan Lewis 

02 Applied Skills @ AU Law or @ Downtown/Morgan Lewis

03 Scenario Review @ AU Law or @ Downton/Morgan Lewis 

Click here for the Training Calendar
Click here for class descriptions