Becoming a Successful Volunteer
Making sure a tax return is prepared accurately is a key component of the Volunteer Return Preparation Program. Volunteer tax preparers are required to have IRS certification in order to prepare returns at volunteer tax sites.To become eligible, you must be able to pass the tax certification test developed by the IRS. Training is offered to help you prepare for the test. If you have the necessary tax knowledge, you are not required to attend training. Tax preparation training software as well as basic Oregon tax law and administrative training is still required of all first-year volunteers.
Volunteer Tax Preparer Training Timeline
ALL YEAR
11/23-12/19
12/19-1/30
Contact Volunteer Recruitment Coordinator Camille McDaniel for questions about joining in our mission to fight poverty
Attend Annual Volunteer Launch Meeting
Train for IRS Certification Test (two options)
Attend Annual Volunteer Launch Meeting
Train for IRS Certification Test (two options)
Traditional classroom training is generally 40 hours of training that includes Federal tax law, Oregon tax law, training on the use of the TaxWise software to prepare returns, and important administrative procedures. Classes are usually offered in January on a Monday through Friday schedule, or on concurrent Saturdays. Other options may be available.
Link & Learn Taxes is an on-line training program available from IRS. Link & Learn is an interactive course that provides the basics needed to accurately prepare individual tax returns. You are required to complete the Basic, Intermediate and Advanced Modules. You will be provided the TaxWise Software and Oregon Tax Law as well as administrative procedures in a classroom setting.
