Volunteer Checklist- 2nd Year Tax Preparers

[ ]		Update your information in VolunteerHub Log in to VolunteerHub (http://dceitc.volunteerhub.com) Click “Your Account” on the top right hand corner of the screen. Ensure that ALL required fields are updated. (If you forgot your username or password, contact Volunteer Coordinator Caitlin Brazner: volunteer@dceitc.org or 202-419-1440 x111)
[ ]		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 (Contact Caitlin Brazner at volunteer@dceitc.org) if your preferred shift is full.)
[ ]		Register for trainings (Training dates on next page) Training classes are listed below the Tax Preparer registration section. Second Year Volunteers are encouraged to take Intermediate Topics, but may take Basic level courses instead. Register for the each of the following required trainings on VolunteerHub.  The 3 required trainings should be completed in this order:  Tax Law Basics (4 hours) Intermediate Topics & TaxWise Preparation (includes Schedule C-EZ, itemized deductions, simple pensions)(4 hours) OR Basic TaxWise Software (4 hours)   Proctored Certification Class (4 hours)   Optional Additional Trainings: Advanced Topics & IRS Certification Class (4 hours) -Includes practice preparing Advanced level returns and an opportunity to work on certification test(s).
[ ]		Attend trainings and complete the Proctored Certification Test(s) 2nd year volunteers are encouraged to certify at the Intermediate level.  All preparers MUST certify at least at the Basic level.
[ ]		Attend Orientation and Volunteer! Most tax sties will have orientation the week of January 23. Your site coordinator will contact you with details about orientation. Sites open as early as January 28.Check the site list for the opening date of your tax 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.  (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.