Required Training Certification for Volunteer Roles:
GREETERS:
1. Volunteer Standards of Conduct (Ethics) Exam (no CPE/CE credit)
2. Intake/Interview and Quality Review Exam (no CPE/CE credit)
PREPARERS & REVIEWERS:
1. Volunteer Standards of Conduct (Ethics) Exam (no CPE/CE credit)
2. Intake/Interview and Quality Review Exam (no CPE/CE credit)
3. And one of the following paths:
a. Circular 230 Federal Tax Law Test (no CPE/CE credit)
b. Basic Exam (no CPE/CE credit)
c. Advanced Exam (14 hrs CPE/CE credit after 10 volunteer hours)
d. Advanced Exam plus Military Exam (18 hrs CPE/CE credit after 10 volunteer hours)
For a Preparer or Reviewer, the quickest path to certification is to take the Circular 230 Federal Tax Law Test in addition to the Volunteer Standards of Conduct Exam and Intake/Interview and Quality Review Exam.
Generally, none of the exams above have any prerequisites except for the Military Exam, which requires you to pass the Advanced Exam first.