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

• Required: 01 Tax Fundamentals and Additional Topics

• Required: 02 Applied Skills 

• Required 03 Scenario Review 

• Optional: Getting to Advanced- 

  • Virtual Part A and Part B

  • In person Part A and Part B

• Required: 04 Intake, Exit and State Training for New Preparers  

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

If your last volunteer season was before 2023, please follow the new preparer path.

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) (.pdf of training path)

• Required: Returning Preparer

  • In person Part A and Part B

  • Virtual Part A and Part B
    (need a different date/time, click here to let us know)

• Strongly Recommended

  • State Training for Returning volunteers- strongly recommended 

  • One Big Beautiful Bill (date and time to be announced. Recording will be available)

• OPTIONAL

  • Getting to Advanced strongly suggested for
    returning preparers who did not previously certify advanced.

    •  Virtual series: Part A and Part B 

    • In person: Part A and Part B 

  • Challenging Topics - optional

    • Retirement Income

    • Self-Employment

    • Education Credits

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, Site Coordinator) (.pdf of training path)

• Required: Returning Preparer

  • In person Part A and Part B

  • Virtual Part A and Part 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

  • In person option or virtual option 

• 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)

• Required: Returning Preparer required for  Site Coordinators who answer tax law questions,  review, prepare, or efile.

  • In person Part A and Part B

• Virtual Part A and Part 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

  • In person option or virtual option 

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

• Site Coordinator Training - required  (We will be in touch about this.)                           

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 04 Intake, Exit and State Training for New Preparers  recommended

Client Navigators:
Required: 04 Intake, Exit and State Training for New Preparers 

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

  • 02 Applied Skills 

  • 03 Scenario Review 

Click here for the Training Calendar
Click here for class descriptions