What kind of training is required to be a Volunteer Tax Preparer?
It depends on your level of experience. Please read below to learn about our different training requirements. Go to our Volunteer Training and Event Signup page for a complete list of training dates and locations. New volunteers must attend one full day of training, where they will be oriented to the Campaign and learn basic tax law as well as get trained on using TaxWise, the tax preparation software provided by the IRS. After this training, volunteers will be eligible to take the IRS’s certification exam either on their own or at one of our Testing and Certification sessions (The test is available at www.irs.gov/app/vita/index.jsp.). After passing the exam with a score of 80% or above, they will be certified to prepare taxes for the entire season at their choice of twenty-two tax sites. Returning volunteers must also pass the IRS’s certification exam, but do not have to attend a full training. Returning volunteers will be offered a refresher course covering tax preparation basics, as
