Resources for Volunteer Tax Preparers

These resources will help you prepare for a successful tax season.

Register and Sign Up for Training

• Complete the Volunteer Information Survey (required)
  
• Register for Training (required)
• Volunteer Agreement (required)
• 2009 Schedule (in progress)

Get Certified - To volunteer you must certify to at least the "Basic" level

• Link and Learn - Certify online via the IRS
• Basic Exam - Certify by a paper test

Practice, Practice, Practice!

• 2009 Basic Tax Law Guide (PowerPoint)
• 2009 Basic Tax Law Guide (PDF)
• "How To" Guide for Volunteers
• Practice Problems - Basic Level
• Practice Problems Answer Key - Basic Level
• 2009 Training Handbook (PDF)

Resources for Site Managers

• How to Setup TaxWise (instructions) | (video)
• How to Login to TaxWise (video)
• How to Setup Defaults (video)
• TaxWise Information Form (due by December 15th, 2009)