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Reviewer Training Requirements

Questions? Click here to view our volunteer FAQs.

Reviewers must certify at the advanced Level.

All Reviewers are required 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/ .

Click here to Return to Registration and Training Page.

Training Requirements for Reviewers

Training Requirements 1st Year Reviewers 2nd Year and Beyond Reviewers
IRS Volunteer Standards of Conduct Exam
(IRS certification platform)
Required
Required
IRS Intake & Interview Exam
(IRS certification platform)
Required
Required
What’s New & Tricky A
What’s New & Tricky B
(register using link in Step 2 above)
Required
Required
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 Site Coordinator training classes.

The following printed training materials will be available at training, and are available on irs.gov in electronic format:

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