Tax Season 2023 (updated 11/21/2022)
Thank you so much for your interest in volunteering with Community Tax Aid during the 2023 tax season.
New Volunteer Orientation and Registration
Volunteers new to Community Tax Aid should click here to fill out this form to receive an email with information on ZOOM orientation sessions for new volunteers.
Returning Volunteer Registration and Information Sessions
Read below for the latest information on tax season 2023. Or join us for a Zoom information session where we will cover the latest information on volunteer opportunities, registration, training, and answer your questions.
Follow this link to see the schedule and link for the Zoom information sessions.
[For the password, use the publication number of your favorite volunteer resource.]
- Returning volunteers will receive an email when registration is open and can check back here November 25th for updated information.
- New volunteers will receive an email when registration is open to new volunteers and can check back here December 7th for more information.
IRS Training Materials. IRS has a very small printing buget and has asked us to reserve copies of training materials for tax sites and for new volunteers. That said, if you find it easier to take the test using a paper copy of 6744 (test booklet), or want to borrow a 4012 and return it to you tax site so there are copies on site, send an email to email@example.com and we will let you know when copies are available for pick up.
Training Overview. We are planning for new volunteer training to be primarily in-person and to offer both in-person and Zoom options for returning volunteers. We will reach out by email when the training calendar is set, and you can also check back here December 1st. Overview:
- Returning volunteers will attend “Returning Volunteer” and “Challenging Topics” trainings which will be available on Zoom and in-person. Returning volunteers will also be able to attend “Getting to Advanced” and the New Volunteer path.
- Reviewers and Site Coordinators will attend the designated “Reviewer” and “Site Coordinator” training classe(s).
- New Volunteers will have about 1 hour of pre-training self-study followed by 10-12 hours of in-person classes including the certification exam.
Volunteer Certification (for RETURNING volunteers who like to get a jump start)
- Links to training Resources
- Click here for instructions for the IRS Certification portal
- Publication 4012, Volunteer Resource Guide
- Publication 6744, Test/Retest
- Publication 4491, Student Training Guide
- Taxpayer Opportunity Network Training: What’s New
- Topic specific overviews on Link & Learn taxes
- TaxSlayer Practice Lab
- TaxSlayer is still programming changes. You can search the blog using https://vitablog.taxslayerpro.com/?s=practice to see some of the know issues. If you rely on TaxSlayer to answer test questions, you should wait until later in December before entering your test answers in Link and Learn.
- Need to remember how to access TaxSlayer Practice lab, follow this link: https://www.irs.gov/pub/irs-pdf/p5377.pdf
Volunteer Locations Season 2023
At the time of this update, we are planning services at the following locations:
- Alexandria Department of Human and Community Services. Traditional in-person preparation Wednesday evenings and Saturday mornings.
- Arlington Depart of Human Services. Traditional in-person preparation Tuesday evenings.
- Centro Nía (Columbia Heights, DC). Traditional in-person preparation Saturdays. Volunteers at this location must be fluent in Spanish, or have experience preparing returns for cash/indpendent contractor workers.
- Jubilee Jobs (Adams Morgan, DC). Traditional in-person weeknights and Saturday (and maybe Sunday).
- Martin Luther King Jr. Memorial Library (downtown, DC). Traditional in-person weeknights, select weekdays, Saturdays and Saturday afternoons.
- Howard University School of Business. Traditional in-person preparation Tuesday and Thursday evening and Saturday morning. Remote preparation opportunities during these times and Sunday afternoon also available.
- United Planning Organization (Anacostia, DC). Preparation of drop off returns on weeknights. Preparation of returns while taxpayers wait on Wednesday mornings and select Saturdays.
- East River Family Strengthening Collaborative (Minnesota & Benning Roads NE). Traditional in-person preparation or drop off intake/pickup on Saturdays.
- Edgewood Commons (combined with the Howard site). Virtual return preparation on Sunday afternoons for taxpayers served by drop off intake.
- HOPE Financial Services (Oxon Hill, MD). Preparation of tax returns while client waits or preparation of returns from drop-off intake depending on volunteer availability. Every other Saturday and Wednesday evenings.
- Rockville Memorial Library. Traditional in-person preparation Saturdays.
- Mobile Drop Off Team. Drop-off Intake/exit at a variety of locations on an ad hoc basis. Weekday.
- 100% Virtual. For experienced volunteers able to check-in daily, or several times a week. Volunteers will be assigned a case to follow through from document review, to over the phone pre-preparation intake, through tax preparation before handing it off for review. Send an email to firstname.lastname@example.org if you want to join the 100% Virtual team.
- Remote Prepartion/Review during a scheduled shift. See note below.*
*If you are unable to volunteer in-person, or with the 100% virtual model, please contact Andre Luce at email@example.com and we will follow up with information on remote preparation shifts and schedules.