Step 1: Enroll

• You can self-enroll through a link provided via email and posted on our website. Upon enrollment, you will receive a confirmation email from Coassemble.

Step 2: Train

Prior to attending the first Live Webinar training, you will need to complete:

• Online Courses
  • Intro to CWF/VITA
  • Ethics
  • General Tax Topics (all 4 sections)
• IRS Ethics Exams
  • Volunteer Standards of Conduct (10 questions)
  • Intake/Interview & Quality Review (10 questions) Note: If you are an experienced volunteer (2+ years or CPA), you can now exit our training curriculum and self-certify.
• Online Course
  • Practice Makes Perfect: Basic Scenarios. At the conclusion of the course, you will get the Zoom link to attend the first Live Webinar (this link is not public and only available to those who completed the above steps).

Step 3: Live Webinar

• Basic #1
  • Register for it on VolunteerHub
  • Use Zoom link provided in the last slide of the Practice Makes Perfect course to join.
  • Training content Trainer will review what you learned so far and begin the 2020 Basic certification exam (scenarios 1-5). NOTE: you must pass both the IRS Ethics Exams prior to attending this webinar. Otherwise, you will not be able to begin the Basic exam.

Step 4: Train

• Complete next online course, Intro to TaxSlayer.

Step 5: Live Webinar

• Basic #2
  • Register on VolunteerHub.
  • Use Zoom link provided in the last slide of Intro to TaxSlayer course to join.
  • Training content Trainer will review what you learned so far and finish the 2020 Basic certification exam (scenarios 6-8).

Step 6: Certify

• Enter your answers at Link&Leam to certify at the Basic tax preparation level.

Step 7: Proceed

• If you will continue on to certify Advanced, the training process is similar.