Volunteer Checklist- 1st Year Tax Preparers

[ ]		Register to volunteer Through VolunteerHub (http://dceitc.volunteerhub.com)
[ ]		Select preferred role, tax site, and shift in VolunteerHub -Under "Events", scroll down to the listings that start with "Tax Preparer" -Find your preferred tax site and date -Click "Sign Up" -Submit your registration
[ ]		Register for training (training dates on next page) Register for the each of the following required trainings on VolunteerHub (trainings are listed below the "Tax Preparer" registration section). Trainings should be completed in this order: Tax Law Basics (4 hours) Basic TaxWise Software (4 hours) Proctored Certification Class (4 hours)
[ ]		Attend trainings and complete the IRS Basic Certification First year volunteers MUST complete the IRS certification test at a "Proctored Certification Class", unless an exception is granted.
[ ]		Attend Orientation and Volunteer! Most tax sites will have orientation the week of Jan. 23rd. Your site coordinator will contact you about orientation details. Sites open as early as Jan. 28th. Check the site list for the opening date of your specifc site.
[ ]		Submit signed Volunteer Agreement and Present ID Print your Volunteer Agreement with your cerfificaiton scores.  Bring your signed Volunteer Agreement and picture ID to your first volunteer shift. Please note that further instructions will be given concerning Volunteer Agreements at the Proctored Certification Class. (Click here for certification and printing instructions.) To comply with IRS regulations your Site Coordinator must have your signed Volunteer Agreement on file at the site where you volunteer and must see your picture ID to confirm your identity.