Publication 4012
Publication 17
Form 13614-C (Eng. / Esp.)
Self Employment Worksheet
Volunteering with VITA is an incredibly rewarding experience unlike almost any other volunteer effort in terms of the highly skilled service you can provide to your clients and the huge benefit they receive. No experience is necessary, but completing the required steps takes advanced planning and commitment.
Each year, volunteers must undergo a series of steps outlined below to formally register with Fairfax County's Volunteer Management System, participate in training (optional but highly recommended for new volunteers), pass required IRS exams, and submit site-specific documentation to meet IRS guidelines for processing.
Start by signing up with Fairfax County no later than January 15 to be a tax preparer for the Herndon site. The County staff reviews and, once approved, relays your information to the site coordinator. Greeters and Interpreters may register prior to new volunteer orientation.
Register for and complete flexible training sessions offered by Fairfax County in December and January. Access IRS training resources and utilize the TaxSlayer Pro "Practice Lab" to gain hands-on experience. (Lab access code is available via training.)
Complete training exams on the IRS exam website (Link Learn Certification). All volunteers complete the first two exams and tax preparers also complete either basic or advanced tax law certification.
Follow the instructions below to send your electronically signed volunteer agreement indicating your passed exams no later than the Friday before the new volunteer orientation session. These instructions will soon be updated for the new site for the 2025 tax season.
Now that you've passed your IRS exams, you're ready to attend new volunteer orientation, receive a tax preparer TaxSlayer Online account, and start helping our clients.
New volunteer orientation is held the last Saturday in January at the Herndon Neighborhood Resource Center at 10:00 a.m. prior to the site opening on Thursday.
Follow the steps in the screenshot here to submit the correctly completed volunteer agreement (IRS Form 13615) that is populated from the exam website prior to new volunteer orientation.