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Reviewer Training Requirements

Questions? Click here to view our volunteer FAQs.

Reviewers must 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.

  • Step 1: Before registering for training, click here to register as a Reviewer.
    (If you are also a Site Coordinator, click here to register as a Site Coordinator.)
  • Step 2: Consult the table below to determine your training requirements.
  • Step 3: You will receive an email with a link to Reviewer training.
    Click here for a calendar of training dates.
    (If you need help with training registration, see “Step by Step Training Registration” below).
  • Step 4: Complete these 2 IRS exams online: (1) Volunteer Standards of Conduct and (2) Intake & Interview exam. (Click here for certification instructions.)
  • Step 5: Complete Training (in class or self-study)
  • Step 6: Take the IRS Advanced Exam.
  • Step 7: After completing your tax law exam, print your volunteer agreement.
  • Step 8: Attend site orientation (don’t forget your Volunteer Agreement and photo ID).
  • Step 9: Volunteer!

 

Training Requirements for Reviewers

Training Requirements1st Year Reviewers2nd Year and Beyond Reviewers
IRS Volunteer Standards of Conduct Exam
(IRS certification platform)
Required
Required
Intake & Interview Training
(CFED- link to be posted when live)
Encouraged
Encouraged
IRS Intake & Interview Exam
(IRS certification platform)
Required
Required
Review of “basic” topics
(self-study)
See header note if you would like a review of basic topics.
See header note if you would like a review of basic topics.
Returning Preparer TaxWise
Strongly encouraged if you have never taken Returning Preparer TaxWise (formerly called Advanced)
Strongly encouraged if you have never taken Returning Preparer TaxWise (formerly called Advanced)
Fundamentals of Review
Required
Optional
Site Coordinator Training
Required  if you are also a Site Coordinator
Required  if you are also a Site Coordinator

Click here to see a list of Reviewer training classes.

Click here to see a list of Preparer training classes.

Click here to see a list of Site Coordinator training classes.

Click here for Certification Testing and Practice Lab instructions.

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

The Volunteer Training book (4491) is available on the IRS website.

Questions? Click here to see our Volunteer FAQs

Click here to return to the 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 the training calendar.)
  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