Once you have completed your training, it is time to get certified!
All volunteers must complete the Volunteer Standards of Conduct (Ethics) training annually and pass the test. Volunteer preparers must pass the Advanced certification test. Here you will find all the links and information you will need to pass your certification.
PREPARE
- The test questions are available in Pub 6744, Volunteer Assistor's Test/Retest.
- All volunteers need to take Volunteer Standards of Conduct (p. 14-16) and Intake Interview and Quality Review (p. 21-22).
- If you plan to be a volunteer tax preparer, you will need to take ONE of the two tests listed below, all are found in Pub 6744, Volunteer Assistor's Test/Retest:
- Advanced Course Scenarios and Test Questions (p. 75-115). Preferred for all tax preparers.
- Foreign Student Test for Volunteers (p. 177-205). This test is only needed if you are working with international students.
ONLINE CERTIFICATION RESOURCES
- Pub 4961, Volunteer Standards of Conduct
- Pub 5101, Intake Interview and Quality Review
- Pub 4012, the Volunteer Resource Guide
- Pub 4011, Foreign Student and Scholar Volunteer Resource Guide
Another fantastic resource is VitaResources.net. This site will post study guides and will allow you to check your answers.
CERTIFY
Ready to certify? Click here to create an account and get started!