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.
While tax most volunteer activity occurs November-April, we recruit year round! We offer:
- Weekday, weeknight and weekend hours at sites throughout the region (January-April 2017.
- Comprehensive training – in person or online. (From October 2016)
- 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 23- April 15.
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
- Regional Results, 2016 Tax Season: (multiple page spreadsheet use tabs at bottom to navigate). excel
Want to help us spread the word? Print and share our flyer.
Online Volunteer Training Guide here.