New Volunteer Training

The resources linked to from this page will guide you through the certification process if you are a new volunteer tax counselor. All training will be held virtually this year. Most of these steps are self-guided and self-paced. If you have not already, complete your volunteer application and select your site preferences.

All new volunteer tax preparers will need to attend an orientation session. To register for an orientation session, hover over the green “Register for Classes” icon at the top of the screen and click on “New Tax Preparer Orientation.” In this session you will learn the next steps for becoming a volunteer.

The steps to becoming an IRS-certified Tax Preparer can be found below on this page or in the New Volunteer Learning Map. The Learning Map also includes a “cheat sheet” to keep track of all of your usernames and passwords.

PDF: New Volunteer Learning Map

 

How to Get Help

All volunteers will be able to get help by calling a Training Support Hotline and attending regularly schedule Office Hours over Zoom. New volunteers can also access a virtual chatroom forum as part of the online New Tax Preparer Training Moodle course. Learn more about these training support resources here.

New Volunteers: Steps to Certification

 

Step

 

How to Access

Timeline

Notes

1. Create Volunteer Account & attend Info Session over Zoom https://volunteers.cashoregon.org/register/ Available now

1 hour

If you are reading this page, you’ve already completed this step!
2. Complete your Volunteer Application & Select Sites Click on “Volunteer Home” on the top right of this page, then click blue “Complete Application” button Available now

10 min.

Consists of 3 pages. Final page is where you select your site. Click submit on this final page to complete this step.
3. Register for and attend Orientation Session over Zoom  Hover over the green “Register for Classes” button at the top of this page. Select “New Tax Preparer Orientation” and register. Available now

90 min.

After registering, you’ll receive a confirmation email and reminder email with the Zoom link. If you need to reschedule, reply to one of these emails.
4. Pass IRS Volunteer Standards of Conduct and Intake Interview Exams Review questions in IRS Pub 6744, p. 14 and 24
Read IRS Pub 4961 and Pub 5101
Take Exams on IRS Link & Learn Certification
Available now

1 – 4 hrs.

Make sure you review questions and prepare answers in advance. Passing grade is 80%.
5. Complete online New Tax Preparer Training Course on Moodle Click on the green “Access Moodle Courses” button on the top of this page Follow these steps to create an account and register for course. Available now

30-40 hrs.

Be sure to complete each part of the course. The final case “Grant” is now available.
6. Pass IRS Advanced Exam and send Volunteer Agreement to District Coordinator Review questions in IRS Pub 6744, p. 74
Take Exam on IRS Link & Learn Certification
Available now
Complete ASAP
3-5 hrs.
Make sure you review questions and prepare answers in advance. Refer to coursework, IRS Pubs 4012 and 4491. Passing grade is 80%. Review these tips on a few tricky questions on this year’s Advanced exam as well as a TaxSlayer bug for one of the scenarios.
7. Register for and attend Home Stretch session with your District Hover over green “Register for Classes” button at the top of this page. Select “Home Stretch Course Schedule” and register. January

2-4 hrs.

Registration is now available. Make sure you register for a session with your district. If you are not sure which district you are in, visit the “Who is my District Coordinator?” page. If your Home Stretch session has passed, check with your District Coordinator.
8. Additional AARP Tax-Aide Training Check in with your District Coordinator Volunteers that are serving in the AARP Tax-Aide program may need to complete additional LMS training through the AARP portal and practice problems.