New Volunteer Training

Registration is now open for volunteer tax preparer training courses. Training for Client Facilitators, Interpreters, and other volunteers will be available soon. Due to COVID-19 all classes will be held virtually this year.

We look forward to working with you for tax year 2020!

The first step towards becoming an IRS-Certified volunteer is registering for the Pathway to Certification course. Register for this course by clicking on the green “View Class Schedule by Class Type” menu on this page.

The steps to becoming an IRS-certified Tax Preparer as well as the list of required courses can be found below in the New Volunteer Learning Map.

PDF: New Volunteer Learning Map

 

Personal Support Hotline

If you are stuck at any point during the training process, you can call the Personal Support Hotline at 503.662.1183. The line will be staffed Mondays from 4PM to 7PM and Wednesdays, Fridays, and Saturdays from 11AM to 2PM. If you call outside of those hours, you can leave a voicemail and someone will get back to you during the hotline hours or as available.

Frequently Asked Questions

Volunteer Training Frequently Asked Questions

Oregon Tax Aide Volunteer Support

You can access Oregon Tax Aide’s Volunteer Support at ortaxaide.org.

2020 IRS Publication 6744 Volunteer Test/Retest

Use this PDF to review and work test questions, if you wish.
2020 IRS Pub 6744