©2017 BY VOLUNTEER TAX PREP. PROUDLY CREATED BY VOLUNTEERS 
 SITE MANAGERS TOOLKIT

GET CERTIFIED & SERVE.

It's that easy.

There are many ways to help families claim tax credits! Free Tax Prep LA  is currently seeking Volunteer Tax Preparers and Intake Managers for the upcoming tax season.  

  • Volunteer Tax Preparers - Prepare simple tax returns on the IRS's Tax Slayer Software. Required Certification: Standards of Conduct, Intake & Interview, and either Basic or Advance Tax Preparation. Expect 14-20 hours of studying.

  • Intake Managers - Assist families at the tax site by their collecting tax documents, making photocopies, and assisting them with their Intake and Interview Sheet. Required Certification: Standards of Conduct and Intake & Interview. Expect 2-6 hours of studying. 

Studying options include:

  • IRS training guides and books.

  • IRS's self-paced online course, called Link and Learn.

  • RSVP (below) for an in-class training.

  • In-class trainings are recorded and available on YouTube.

  • Also, all certification tests are open book (yes, you know every question!)

All Volunteers

Training Resources:

Standards of Conduct Training and Test

Intake & Interview Training and Test

(Yes, it's open book)

Submit Test Online

 

Expected Time:

30 minutes - 1 hour

Approximate Timeline: 

December 2018