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Returning Preparer Requirements

Questions? Click here to view our volunteer FAQs.

Returning preparers are expected to certify at the advanced Level.

All returning preparers are expected to attend “What’s New and Tricky. It is split into two sections (A & B) and you can take them in either order.

For a more in depth review of tax law, review Pub. 4491: VITA Training Guide, or the IRS Link and Learn training online (See the “Quick Links” section at: https://www.linklearncertification.com/d/ .

Training Requirements Returning Preparers who did not certify at Advanced last year Returning Preparers who certified at Advanced last year
IRS Volunteer Standards of Conduct Exam
(IRS certification platform)
Required
Required
IRS Intake & Interview Exam
(IRS certification platform)
Required
Required
Getting to Advanced
(register using link in Step 3 above)
Required
Register if you would like a review of these topics:
Self Employment, Pensions with the amount unknown, Capital Gains, and Cancelled Debt
What’s New & Tricky A
What’s New & Tricky B
(register using link in Step 3 above)
Required
Required
Fundamentals of Review
Not available
Optional

Click here to see a list of Preparer training classes.

Click here for Certification Testing and Practice Lab instructions.

The 4012 and test booklet will be available at in-person trainings.

Links to IRS training resources online:

Questions?  See our Volunteer FAQ

Return to Volunteer Training Page

Step By Step Training Registration:

  1. You will receive an email with the link to Tax Preparer Training classes.
  2. Click on the link in the email to see the list of classes. (Click here to see calendar list of classes.)
  3. You will see a list of classes sorted by date and time. To see all the dates a particular class is offered, click on “Event Name” to sort the list by class name.
  4. Select your class choice, then “Click Here to Register”
  5. Enter your email address and first name
  6. On the next screen enter your password (if you have not done so already, check your email for an email with your temporary password)
  7. Choose your first training class
  8. If you need to add another class, select your name in the drop down box (if you and your family member use the same phone number, you may see more than one name)
  9. Select the class from the list at the bottom of the page. (To use the search feature, use the search field at the bottom of the gray box)
  10. Scroll to the bottom of the page to see all of the events you are registered for.  [If you and another family member are using the same email address, you will see the events for everyone using that email address.]
  11. To log, out, look for the “Logout” link at the top of the page