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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.

“What’s New and Tricky” covers tax law changes and reviews select tricky topics. For a more in depth review you can click here to register for tax law classes, click here to review recordings of select fundamental topics, or review Pub. 4491: VITA Training Guide.
Click here to Return to Registration and Training Page

Training RequirementsReturning Preparers who did not certify at Advanced last yearReturning Preparers who did certify at Advanced last year
IRS Volunteer Standards of Conduct Exam
(IRS certification platform)
Required
Required
Intake & Interview Training
(through CFED- link to be posted when live)
Encouraged
Encouraged
IRS Intake & Interview Exam
(IRS certification platform)
Required
Required
Returning Preparer TaxWise
(register using link in Step 3 above)
Required if you have not taken it before
Encouraged
What’s New & Tricky
(register using link in Step 3 above)
Required
Strongly Encouraged
Self Study Option*
Not Available
Required if not taking What’s New and Tricky
(see note below)
Fundamentals of Review
Not available
Optional

*Self Study Option: This option is only available to preparers who either (a) have 3 or more years of volunteer tax preparation experience, or (b) certified advanced in the 2015 tax season. If you are choosing the self-study option instead of What’s New and Tricky, click here to register for the self-study option.

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.

The following printed training materials will be available for pick up by contacting Community Tax Aid at volunteer@communitytaxaiddc.org:

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