If you have volunteers requesting CE Credits, please take the following actions to ensure proper credit is provided:
- Communicate to volunteers the importance of accurately reporting their PTIN in Link & Learn Taxes;
- Must certify at the Advanced level in tax law using Link & Learn Taxes;
- Validate the volunteer’s PTIN and name , if applicable, on the PTIN card;
- Document the number of hours a Quality Reviewer spent reviewing returns;
- Provide a completed and signed Form 13615, Volunteer Standards of Conduct Agreement-VITA/TCE Programs, by April 30 to me when the volunteer meets all requirements to qualify for CE Credits.
New for Filing Season 2017, all Certified Financial Planners (CFP) who meet the requirements for earning Continuing Education (CE) Credits by participating in the VITA/TCE Program can now earn CE credits via self- reporting on CFP Board website. The program name – IRS (SPEC) VITA/TCE Program will be hidden in the “Find a CE Program” search function. There is also an option to search by “program id” which will be on the volunteer certificate of completion.
In addition, the Fact Sheet was updated to include information to assist non-credentialed tax return preparers seeking the Annual Filing Season Program record of completion. IRS VITA/TCE volunteers are considered exempt if they meet all the CE requirements to obtain at least 14 hours of CE credit through the VITA/TCE Program and obtain an additional one hour of ethics training from an IRS Approved Provider. The Fact Sheet is also available on irs.gov.