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:
Intro to CWF/VITA
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.
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
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
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.
*Updated resources coming late November
Additional Training Resources
In addition to the content, you will learn in the online training courses, you can also refer to these supplemental resources from our partner, Prosperity Now: