Learn more about volunteer tax preparer roles and responsibilities.Help families in Southwest Ohio, Northern Kentucky and Southeast Indiana file their taxes, claim credits, and get the refunds they’ve earned.
- Weekday, weeknight and weekend hours at sites throughout the region.
- Comprehensive training – in person or online.
- Teamwork and support.
- Professional Continuing Education Credits, college internships, service learning opportunities.
No previous experience is necessary. We ask volunteers to commit to a minimum of 12 hours during tax season, January 31- April 18.
Online Volunteer Training Guide here.
Step 1: Sign Up
Step 2: Train
- Training is online with supplemental optional in-person classes. There are three certification exams to pass.
- Please visit our online Volunteer Training Guide, which walks you through each step.
- Classroom Training is finished for the 2016 tax season. No further classes are offered. However, you can use online videos to study.
Step 3: Certify
- Volunteer certifications required are:
- Volunteer standards of conduct
- Intake and quality review
- Advanced or basic tax preparer
- All certifications are documented after completing tests at the link and learn site.
- Please print out Form 13615 from the certification site and bring with you when you volunteer.
- Testing site
- Certification tutorial (pdf)
- Let us know! Please email us to let us know you have completed your certification. (Name, phone, certification test completed (basic, advanced, military, health savings accounts)
Step 4: Schedule
- Tax Volunteer Center allows you to schedule yourself for training and shows your current schedule.
- On tax day: Please arrive 20 minutes prior to the start of the tax session. Bring
- Photo ID,
- Your workbooks, and handouts and reference materials
- Form 13615 (volunteer agreement)
- Intake and Quality Review completion page.
- Bad weather: If heavy snowstorms are expected, dial 2-1-1 to find out if your tax site will be open.
- If you are scheduled and must cancel, please contact the site coordinator.
Step 5: Advanced Resources
- Publication 4491: Student Training Guide: This is the print version of the Link & Learn courses for basic and advanced tax law training.
- Publication 4491-W: Comprehensive Problems and Exercises Workbook: Provides tax return scenarios for volunteers to complete using TaxWise online training (for training purposes only). 2015 Answer Sheet HERE
- Publication 4012: Volunteer Resource Guide Provides a quick and easy way to find answers to common questions such as: “What is the correct filing status?” “Who qualifies as a dependent?” “What income is considered taxable?”
- Publication 17: Your Federal Income Tax Return: An extension of Pub. 4012, Pub. 17 provides the most comprehensive information regarding any tax question.
- Online training (IRS Link and Learn)Online videos from Refund Ohio
- State tax training
- Intake and quality review training: (slideshow from IRS)
- PracticeLab (for TaxWise Software)
- IRS Site Coordinator Corner
- For Site Coordinators:
- Intake Survey: Word Online Survey Link
- Intake Survey (Spanish) Word Online Survey Link
- Consent information for volunteers and taxpayers Word
- Suggested telephone appointment screening sheet (from SantaMaria) Word
- Name badge insert (not required) IRS Form 14509 pdf
- IRS Form 13206 (Volunteer Reporting Form) pdf excel
- Tax Prep Dispatch- doing ACA in Taxwise pdf
- Site Coordinator Job Aid
- Publication 17 Job Aid
- TaxWise Online Troubleshooting Tips
- Volunteer Milestone Recognition Forms SITE INDIVIDUAL
Want to help us spread the word? Print and share our flyer.