Step-by-Step Guide for Quality Reviewers
Quality Reviewers ensure that all the pieces fit together, producing a complete and accurate tax return
1. Register for your Tax Site and training
2. Attend Training
REQUIRED: Returning Preparer
3. Attend Reviewer Training
REQUIRED: Reviewer Roundtable
Quality Review Essentials - required for new reviewers, recommended for all
4. Optional: State Overview, Intake and Exit training
5. Get Exam Ready
In Pub. 4491, review “Important Changes for 2023” (page ix-xiii) tax law changes AND Chapter 2: “Temporary Provisions”.
Review known exam typos: Volunteer Tax Alert 2024-01
Follow links in Step 7 to find links to the Link & Learn exam portal and TaxSlayer Practice Lab
6. Optional: Attend Challenging Topics classes (virtual or recorded)
Challenging Topic: Self-employment
Challenging Topic: Pensions
Challenging Topic: Education Benefits
7. Work on your Exam
Target completing your exam no later than January 22nd. Before submitting your exam, review the important warnings in the first link below.
Click for instructions to access the IRS Certification Portal.
Click here for instructions on taking the exam and accessing TaxSlayer
8. Attend a Drop-In Q&A and Exam Session if you have questions or need moral support!