Once you complete ALL your certification tests, Send Proof of Certification to your program manager.

• You cannot volunteer without having a Volunteer Agreement Form sent to your program manager.
• On the right of the screen that shows your test results, click the box that says “You may sign your agreement electronically by checking this box”
  
• Then click on the link that appears just below your name
  
• It will generate a PDF that you need to save to your computer. Send an email to your program manager with the agreement sent as an attachment. (See images)   email it to MaryM@UnitedWayLee.org

Reminder--What test do you need to pass to volunteer?
Every volunteer needs to pass the:

• Standards of Conduct/Ethics Exam
• Intake/Interview and Quality Review Exam

Tax preparers and Quality Reviewers need to also pass:

• Basic and/or Advanced Exam
  • You do not have to do the Basic in order to do the Advanced
  • We recommend all tax preparers become Advanced certified so you can help more people and it only requires a little more knowledge
    • Remember, you don't have to memorize anything, these are open book, open notes, take at your own time and speed test.  And, I am here to help you.
    • Disclaimer: since I know this site is viewed by people all over the country, I need to say that some programs only accept advanced certified volunteers--so check with your program manager if you wish to be only Basic certified.
    • I personally suggest taking both for more practice and confidence but both is not required.
• Optional Certification is available (not required):
  • Foreign Student **if you are going to help at a local university with International Students I suggest this certification
  • International **I have never needed this with my clients
  • Military **Live near a base, I suggest this certification--we don't have bases near us so this is not needed.
  • Puerto Rico **I have never needed this with my clients
  • Federal Tax Law Update Test for Circular 230 Professionals-- ​If the volunteer is an attorney, Certified Public Accountant or Enrolled Agent they can choose to take the Federal Tax Law Update Test for Circular 230 Professionals instead of the Advanced exam ***Caution-- volunteers CANNOT GET continuing education credits with the Circular 230 test--to get continuing education credits you must take the Advanced Exam. From PUB 1084 pg. 25 and Form 13615

All Site Coordinators and Assistant Site Coordinators need to also pass the Site Coordinator Exam