Internal Revenue Service United States Department of the Treasury
Level Basic Advanced Military International

Course Introduction

Summary

Summary

You have completed the Course Introduction. This lesson introduced you to the Link & Learn Taxes training program, which can certify you to participate as a volunteer tax preparer at VITA/TCE sites.

Your next steps to becoming a volunteer tax preparer are:

  • Make sure you have the resources and support you need to provide each taxpayer with high-quality service and an accurate return
  • A return is accurate when tax law is applied correctly and the return is free from error based on the taxpayer's interview and supporting documentation, and a completed Form 13614-C
  • Prepare returns that are within the scope of the VITA/TCE programs and within your certification level
  • Select a certification path that will train you to prepare the kinds of tax returns you will work with at your VITA/TCE site
  • Complete the appropriate certification test(s)
  • Complete the Volunteer Standards of Conduct training and test, the Intake/Interview and Quality Review PowerPoint, and digitally sign Form 13615
  • Meet with your Sponsor or Site Coordinator to get set up for work at the volunteer center
  • Use VITA/TCE equipment and supplies for their intended purposes, and act in accordance with VITA/TCE programs standards

Enjoy the training, and thank you for sharing your time and energy as an IRS volunteer tax preparer.