​Every volunteer needs to start by taking these 2 certifications:
  • Volunteer Standards of Conduct/Ethics certification,
  • and the Intake Interview and Quality Review certification. (per IRS rules--anyone who will be assisting with intakes or assigning the client to a tax-preparer has to do this test)
Volunteer Standards of Conduct/Ethics certification
Click on image below for presentation or click publication below to learn more.
Intake Interview and Quality Review certification
The IRS has a training for Intake Interview and Quality Review--it is required for ALL volunteers.
View webinar scheduled for November 28, 2023 at 1:30pm EST. It will be recorded and can be viewed up to 1 year later. To view presentation  click here
View PDF Below (click image)
New --Interview and Review Handbook!
Once you have completed each training above, please answer the certification questions--they can be found in PUB 6744. (10 questions each)  
  • Ethics/Standard of Conduct test pages 14-16
  • Intake Interview/Quality Review test pages 21-22  
To learn how to  enter your answers on the IRS certification site and how to send your program managers your electronically signed IRS Volunteer Agreement to show proof proof you have certified, click here 
If your Role is Greeter, Intake Personnel,  or Interpreter only you do not need to take any more certifications.  

For everyone  else-- tax preparers, site coordinators, and quality reviewers work on your other certifications in your PUB 6744, remember to check your answers for the tax tests using the tool on the Study Guides & More page. 

To help you feel more comfortable with the intake form and doing an intake interview with the client, visit  Intake Interview page
​Below is an old video made from a VITA program in California modeling an intake process.
Click Here to Go Back to Training Checklist
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Contact Me
You can contact me at maryvitataxes@gmail.com 
Please note: I, Mary Meador, AM NOT a certified accountant or tax law expert. I volunteer with VITA providing free tax preparation for individuals and families whose income is less than $66,000 a year. We deal with simple returns at our sites.  I cannot guarantee the accuracy of all the information on this site as tax laws change and I may not have a clear understanding of complicated issues. I am trying to provide basic tax preparation information for our volunteers to get started--remember Publication 4012 is your go-to resource for questions, as well as irs.gov and Publication 17.  I hope you find this information useful and easy to understand. Thanks for being a VITA/TCE volunteer!
**I am human, so if you find a mistake, please let me know so I can fix it--we are all in this together**
​All images from our UWLHG Canva account unless promoting the resource linked to​