Thank you for your interest in volunteering for the IRS VITA (Volunteer Income Tax Assistance) program. Through your service, you will make a positive difference in the lives of many of our community’s hardworking families. This page details the training and certification requirements necessary prior to serving at the VITA tax site in any volunteer capacity.

Overview

ALL Volunteers must register and complete a Volunteer Standards of Conduct test (10 questions). Tax preparation volunteers, intake coordinators, and savings specialists must also complete intake/interview and quality review training and pass the test (10 questions).

Tax Preparation Volunteers must also:

  • Learn TaxSlayer software, which is used for tax preparation at tax sites.
  • Pass the Basic or Advanced Tax Certification Test (complete sample tax returns and answer questions).

All tests and training resources can be found on the IRS Link & Learn website. You must create a username and password to access the certification tests. Step by step instructions on the volunteer training and certification process are available here.

Volunteer Training Requirements

All volunteers must independently complete the following items:

New Tax Volunteers must also complete:

  • Basic Tax Law: Parts 1 & 2 (6-hour class)
  • Basic Certification Test (3-6 hours, online)
  • Site Orientation (2-3 hours)

Returning Tax Volunteers must complete:

  • Basic Tax Law: Parts 1 & 2 (optional)
  • Advanced Tax Topics (2-hour class, optional)
  • Basic OR Advanced Certification Test (2-6 hours, online)
  • Site Orientation (2-3 hours)

Intake Coordinators/Savings Specialists must complete:

  • Site Orientation (2 hours)

Translators are not required to complete training or certification other than the VSOC, although intake/interview training and site orientation are highly recommended.

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