Non-Preparer Registration and Training

Registration and Training Requirements for Client Coordinators, SNAP/Food Stamp Outreach Specialists, and Greeters

Questions?: Click here for the Volunteer FAQs

Step 1: Register as a volunteer (click here if you need more details on site locations)

Click here to register as a Client Coordinator

Step 2: Consult the table below to determine your training requirements. Instructions for registering for training are below the chart.

Training Requirements	Client Coordinators	Greeters
Client Coordinator Training Class	Required	Encouraged
IRS Volunteer Standards of Conduct Exam (online training)	Required	Required
Intake & Interview Training (online training)	Required	Encouraged
IRS Intake & Interview Exam (IRS certification platform)	Required	Encouraged
First Year Tax Law	Encouraged (see instructions below)	Encouraged (see instructions below)

Step 3: Register for training. You will get an email with information and links to register for in-person training classes. (Greeters will not need to register for any in-person training.)
Click here for the training calendar

Client Coordinators will receive an email with a link to register for Client Coordinator training.
Client Coordinators who wish to register for Basic Tax Law training send an email to volunteer@communitytaxaiddc.org.
Greeters wishing to register for Client Coordinator or Basic Tax Law training send an email to volunteer@communitytaxaiddc.org

Step 5: Attend in-person classes as needed.

Step 6: Complete IRS Volunteer Standards of Conduct and IRS Intake & Interview training and exams as required for your role.
Click here for instructions.

Step 7: Attend volunteer orientation (don’t forget your photo ID and Volunteer Agreement).

Step 8: Volunteer!

Click here to return to the Volunteer Training Page