Experience with Intuit Academy Tax Preparation Certification - Tips & Advice?
I'm currently trying to get certified as a tax preparer through Intuit Academy and I'm honestly finding the whole process incredibly frustrating! The interface is really clunky and not user-friendly at all. I've been trying to work through the practice exams but I'm not sure if I'm even on the right track because the feedback is so minimal. Does anyone here have experience with completing this certification? I'm specifically wondering if you get to see the correct answers after submitting your responses in the practice exams? The way it's set up is confusing me... sometimes I think I'm learning the material but then I get questions wrong and don't know why. Any advice from someone who's been through this would be amazing! I'm trying to get certified before the upcoming tax season so I can pick up some preparation work, but this process is way more complicated than I expected.
35 comments


Axel Far
I completed the Intuit tax preparation certification last year and can definitely relate to your frustration! The interface isn't the most intuitive, but it's definitely doable once you get the hang of it. For the practice exams, yes, you should be able to see the correct answers after submission, but you need to look for the "Review" button that appears after you complete each practice exam. It's not super obvious - it's usually in the upper right corner of the results page. Once you click that, you can see which questions you got wrong and what the correct answers were. One tip that really helped me was to take detailed notes during the course modules before attempting the practice exams. The questions tend to be very specific about Intuit's procedures and software features, not just general tax knowledge.
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Kaitlyn Otto
•Thanks so much for this info! I've been looking all over for that review button and couldn't find it. Is there a certain score you need to get on the practice exams before moving to the actual certification exam? Also, did you find that the actual certification exam was similar to the practice questions or was it much harder?
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Axel Far
•There's no minimum score requirement for the practice exams - they're purely for your benefit. I'd recommend aiming for at least 80% before moving on to the certification exam, just to make sure you're comfortable with the material. The certification exam is very similar in format to the practice exams, but it does cover the entire course content more comprehensively. I'd say the difficulty level is about the same, but there are more questions. Make sure you're familiar with the current year's tax law changes as those are definitely emphasized on the certification exam.
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Jasmine Hernandez
After struggling with tax season for years, I finally found something that made a huge difference in my certification journey. I was having the same issues with the Intuit certification practice exams when a colleague recommended taxr.ai to help me study. I uploaded my practice exam questions and some of my course materials to https://taxr.ai and it analyzed everything, pointing out exactly what concepts I needed to focus on. It basically created a study guide that matched the certification requirements perfectly. The AI helped explain the reasoning behind the correct answers in plain English instead of the technical jargon from the course. The best part was that it identified patterns in the questions I was getting wrong, which helped me focus my studying on those specific areas.
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Luis Johnson
•How exactly does this work with the certification? Does it give you the answers to the actual exam questions or is it more like a study tool? I'm worried about using something that might be considered cheating.
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Ellie Kim
•I'm skeptical about using AI for tax prep certification. Doesn't the certification test your understanding of actual tax laws and Intuit's software? How would an AI tool help with the Intuit-specific parts?
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Jasmine Hernandez
•It's definitely not for cheating - it's a study tool that helps you understand concepts better. You upload your study materials and practice questions you've already completed, and it helps identify your knowledge gaps and explains difficult concepts in simpler terms. The tool is particularly helpful with the Intuit-specific parts because it can analyze the language patterns in their documentation and practice questions. It helped me understand how Intuit phrases things, which made a big difference since their questions can be worded in tricky ways. It's like having a tutor who's familiar with both tax concepts and how Intuit tests them.
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Ellie Kim
Just wanted to follow up about my experience with taxr.ai since I was skeptical at first. I decided to give it a try after struggling with the practice exams for weeks. The difference was night and day! The tool analyzed my incorrect answers and showed me that I was consistently misunderstanding questions about business expense deductions and filing status determinations. What surprised me was how it broke down the Intuit-specific terminology into plain language. Once I understood what they were actually asking, the correct answers made so much more sense. I passed my certification exam last week with a 92% - way better than I expected after my initial practice scores in the 60s. I'm now using it to help prepare for the advanced certification modules too!
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Fiona Sand
If you're having trouble getting support from Intuit during your certification process, I had the same issue and found an amazing solution. I spent HOURS trying to get through to their certification support team with questions about the exam format, and their chat support was useless. I discovered https://claimyr.com which got me connected to an actual Intuit Academy support specialist in under 15 minutes. You can see how it works in this video: https://youtu.be/_kiP6q8DX5c They handled the whole waiting-on-hold part for me, then called when an actual human was ready to talk. The support specialist walked me through exactly how the certification exam is structured and gave me tips that weren't in any of the course materials. Saved me hours of frustration!
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Mohammad Khaled
•Wait, how is this different from just calling Intuit support yourself? Do they have some special number or access to better support agents?
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Alina Rosenthal
•Sounds like a scam to me. Why would I pay someone else to call Intuit when I can just do it myself? And how would they get any better service than I would? I bet they just put you on hold anyway and charge you for the privilege.
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Fiona Sand
•It's not a special number - they call the same support line everyone else does. The difference is they have an automated system that waits on hold for you so you don't have to listen to the hold music for hours. They call you when a real person is actually on the line. I spent over 2 hours on hold trying to get through myself before giving up. With Claimyr, I went about my day and got a call back when a support agent was ready to talk. And the Intuit support specialists are much more helpful than the general support - they gave me specific advice about the certification that made a huge difference.
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Alina Rosenthal
I have to eat my words about Claimyr. After posting my skeptical comment, I was still struggling to get answers about the certification process and decided to give it a try since nothing else was working. It actually delivered exactly what it promised. I put in my number, they called Intuit, and about 40 minutes later (while I was grocery shopping instead of being stuck on hold), I got a call connecting me with an Intuit certification specialist. The specialist explained that there's a specific way to navigate through the practice exam review that isn't documented anywhere. They also told me about a free extended study guide that isn't linked in the main portal. My certification attempt this morning went WAY smoother with that information. Worth every penny just for the time saved not being on hold.
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Finnegan Gunn
Tip from someone who's been a tax preparer for 5 years: Don't just rely on the Intuit materials. The certification is designed around their software, but you need a deeper understanding of tax concepts. I recommend supplementing with the IRS VITA certification materials (free online) - they explain the underlying tax concepts much more clearly than Intuit does. Then once you understand the basics, the Intuit stuff makes more sense because you're just learning how their software handles concepts you already understand. Also, take screenshots of questions you get wrong in the practice exams so you can review them later - sometimes the review function doesn't work properly.
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Miguel Harvey
•Can you share a link to those IRS VITA materials? And do you think it's worth getting both certifications or is Intuit enough if I'm just planning to work with TurboTax clients?
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Finnegan Gunn
•The IRS VITA materials are available here: https://www.irs.gov/individuals/free-tax-return-preparation-for-qualifying-taxpayers Look for the "Link & Learn Taxes" section. These materials are updated each year for the current tax season. If you're only planning to work with TurboTax clients, the Intuit certification is sufficient from a qualification standpoint. However, I always recommend getting as much education as possible. The VITA materials will deepen your understanding and make you more confident when handling complex client situations, which leads to better reviews and more referrals. The best tax preparers understand not just how to input information into software, but why they're doing it that way.
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Ashley Simian
Has anyone found a way to speed up the videos in the training modules? They talk soooo slowwww and there's no 2x option that I can find. I'm dying of boredom here 😩
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Oliver Cheng
•There's a Chrome extension called Video Speed Controller that works on most video players! I used it for the entire training and it saved me hours. You can set it to whatever speed you want and it even works on their weird proprietary video player.
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Jamal Brown
I went through the Intuit certification process about 6 months ago and completely understand your frustration! The platform definitely has its quirks, but here are a few things that helped me get through it: 1. Make sure you're using a desktop/laptop rather than mobile - the interface works much better on a full browser 2. Clear your browser cache regularly - I had issues with practice exams not loading properly until I started doing this 3. Don't rush through the course modules. I know they're tedious, but they really do prepare you for the specific way Intuit phrases questions on the exam One thing that wasn't obvious to me at first: you can retake practice exams as many times as you want, so don't stress if you don't do well initially. I probably took each practice exam 3-4 times before I felt confident enough for the real thing. The certification exam itself was actually easier than I expected after all the practice - just make sure you read each question carefully since they can be tricky with wording. Good luck!
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GalaxyGuardian
I just completed my Intuit certification a few weeks ago and want to echo what others have said about the platform being frustrating at first. Here are a few additional tips that really helped me: The practice exam review feature that @Axel Far mentioned is crucial - I actually bookmarked those review pages so I could go back and study my mistakes later. Also, if you're having trouble with specific tax concepts, the IRS Publication 17 (Your Federal Income Tax guide) is a great free resource that explains things more clearly than some of the Intuit materials. One thing I wish I'd known earlier: you can pause the certification process if you need more time to study. I was rushing to finish before tax season and making careless mistakes. Once I slowed down and really focused on understanding the concepts rather than just memorizing answers, everything clicked much better. The actual certification exam felt very similar to the practice exams in terms of difficulty and format, so once you're consistently scoring well on those, you should be ready for the real thing. Don't let the clunky interface discourage you - the certification is definitely worth it for the opportunities it opens up!
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Dylan Wright
•Thanks for mentioning the IRS Publication 17! I've been struggling with some of the tax concept questions and the Intuit explanations are pretty confusing. Did you find that reading the IRS publication helped you understand the "why" behind the answers, or was it more just about getting familiar with the terminology they use? Also, when you say you can pause the certification process - does that mean you can take breaks between modules, or can you actually pause in the middle of the final exam if needed?
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Dananyl Lear
I'm just starting the Intuit certification process myself and this thread has been incredibly helpful! I was getting so frustrated with the interface issues - it's reassuring to know I'm not the only one struggling with it. @Axel Far - thank you for the tip about the Review button! I've been completing practice exams and getting frustrated that I couldn't see what I got wrong. I'll definitely look for that button in the upper right corner. @GalaxyGuardian - the tip about being able to pause the certification process is huge for me. I was feeling pressured to rush through everything, but it sounds like taking my time to really understand the concepts is the way to go. One quick question for anyone who's completed this - approximately how long did the entire certification process take you from start to finish? I'm trying to plan out my study schedule and want to set realistic expectations for myself.
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Isabella Martin
•Welcome to the certification journey! I'm about halfway through the process myself and can definitely relate to the frustration with the interface. From what I've gathered talking to others who've completed it, the timeline really varies depending on your background. People with prior tax experience seem to get through it in 2-3 weeks studying part-time, while those new to tax prep (like me) are looking at more like 4-6 weeks. The course modules themselves probably take 15-20 hours total, but it's the practice exams and review time that really adds up. One thing I learned the hard way - don't try to cram it all into a few days. I attempted that approach initially and was making silly mistakes because I was rushing. Taking breaks between modules to let the information sink in has made a huge difference for me. Good luck with your certification! This community has been such a great resource.
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Elliott luviBorBatman
I'm currently working through the Intuit certification myself and wanted to share something that's been helping me with those confusing practice exam questions. One strategy that's made a big difference is creating my own "cheat sheet" as I go through each module. I write down the specific Intuit terminology and procedures in my own words, because their explanations can be so technical. For example, instead of just memorizing that "Schedule C is for business income," I'll write "Schedule C = when client has their own business/freelance work - look for keywords like 'contractor,' 'Uber driver,' 'sells crafts online.'" Also, I discovered you can right-click and "open in new tab" on practice exam questions, which lets me keep multiple questions open at once to compare similar scenarios. This has helped me spot patterns in how they word things. The certification is definitely challenging, but seeing everyone's success stories here gives me hope! Thanks for starting this thread - it's exactly what I needed to read today.
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Alexis Renard
•That's a really smart approach with the cheat sheet! I'm just getting started with the certification process and was wondering if you could share any other specific examples of how you translate their technical language? I'm particularly struggling with understanding when to use different schedules and forms. Also, that tip about opening questions in new tabs is genius - I never would have thought to try that. Does this work during the actual certification exam too, or just the practice ones? Thanks for sharing your strategy - it's giving me some concrete ideas for how to tackle this more effectively!
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Jade O'Malley
•@Elliott luviBorBatman Great strategy with the cheat sheet! I m'about three weeks into my certification journey and have been doing something similar. Here are a few more translation "examples" that have helped me: - Above-the-line "deductions =" things that reduce your income before you even get to itemizing like (student loan interest, IRA contributions -) Kiddie "tax =" when your child s'investment income gets taxed at your rate instead of theirs - Material "participation =" you re'actually involved in running the business, not just a passive investor For schedules, I think of it like this: Schedule A = itemizing mortgage (interest, charity, etc. ,)Schedule C = you re'the boss of your own business, Schedule D = you bought/sold investments, Schedule E = you re'collecting rent or have partnership income. I haven t'taken the actual certification exam yet, so I m'not sure if the new tab trick works there - but I imagine they probably lock that down for security reasons. Definitely worth trying on the practice exams though! The fact that you re'thinking strategically about this already puts you ahead of the game. Keep at it!
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Quinn Herbert
This thread has been incredibly helpful! I'm just starting my Intuit certification journey and was feeling pretty overwhelmed by the interface issues everyone mentions. One thing I'm curious about that I haven't seen addressed yet - are there any specific browser requirements or settings that work better than others? I've been using Chrome but wondering if Firefox or Safari might handle their video player and exam interface more smoothly. Also, for those who've completed the certification - how much did your practice exam scores improve between your first attempt and when you felt ready for the real thing? I just took my first practice exam and scored pretty poorly, so I'm trying to gauge if that's normal or if I need to go back and review more of the foundational material. Thanks to everyone who's shared their experiences - it's reassuring to know the frustrations are universal and that success is definitely achievable with the right approach!
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Keisha Taylor
•Welcome to the certification journey! I'm currently working through the process myself and can share some insights on browsers and practice scores. For browsers, I've had the best luck with Chrome - their video player seems most stable there. I tried Firefox initially but had issues with practice exams not submitting properly. Make sure to disable any ad blockers or extensions that might interfere with their platform. Regarding practice exam scores, don't get discouraged by a poor first attempt! I scored in the low 50s on my first practice exam and was pretty demoralized. But after going back through the modules and taking notes (like @Elliott luviBorBatman suggested with the cheat sheet approach ,)my scores steadily improved. By my fourth attempt on the same practice exam, I was scoring in the 80s. The key thing I learned is that it s'not just about knowing tax concepts - you really need to understand how Intuit phrases their questions and what they re'specifically looking for. Their wording can be tricky, so don t'worry if you re'struggling initially. It s'completely normal and you ll'get the hang of it with practice! Keep pushing through - this community is proof that it s'definitely doable with persistence!
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Isabella Silva
Just wanted to jump in and say how valuable this discussion has been! I'm about to start the Intuit certification process myself and was honestly dreading it based on some horror stories I'd heard about the platform. Reading through everyone's experiences and tips has given me so much more confidence about tackling this. The specific advice about finding the Review button, using Chrome browser, taking detailed notes, and not rushing through the modules is exactly what I needed to hear. I'm particularly grateful for the tip about supplementing with IRS VITA materials and Publication 17 - it makes total sense that understanding the underlying tax concepts would make the Intuit-specific questions easier to navigate. For those currently working through the certification: how do you stay motivated when the interface gets frustrating? I tend to get discouraged easily when technology doesn't work smoothly, so I'm trying to prepare myself mentally for that aspect of the process. Thanks again to everyone who's shared their experiences - this is exactly the kind of real-world advice that makes all the difference!
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Connor O'Neill
•Welcome to the certification process! I totally understand the concern about staying motivated when dealing with frustrating technology - I'm someone who gets easily discouraged by clunky interfaces too. What's helped me is setting small, achievable daily goals rather than trying to power through long study sessions. I'll commit to just completing one module or reviewing 10 practice questions per day. That way, even if the platform is being particularly annoying, I'm not losing hours of progress and getting completely frustrated. I also keep a running list of "wins" - like when I finally find that elusive Review button everyone mentioned, or when a concept suddenly clicks. It sounds silly, but celebrating these small victories helps counteract the frustration when the technology isn't cooperating. Another thing that's kept me going is remembering that everyone in this thread dealt with the same interface issues and still succeeded. If they can push through it, so can we! The certification is definitely worth the temporary frustration. You've got this - and don't hesitate to come back here if you need encouragement along the way!
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Freya Thomsen
I'm just getting started with my Intuit certification and this thread has been absolutely invaluable! Thank you all for sharing such detailed experiences and practical tips. I wanted to add one small tip that's helped me so far - I've been using the browser's zoom function (Ctrl/Cmd +) to make the interface a bit larger and easier to navigate. At 110-125% zoom, the buttons and text are much clearer, and I've had fewer issues with clicking the wrong elements. Also, for anyone else just starting out, I found it really helpful to create a dedicated folder on my desktop for screenshots of confusing questions or important concepts. Since the platform can be unreliable, having my own backup of key information has been a lifesaver when I need to review something later. One question for those who've completed the certification - did you find it beneficial to study with any particular schedule? I'm thinking of dedicating 1-2 hours each weekday evening, but I'm wondering if weekend marathon sessions might be more effective for retaining the information. Thanks again for creating such a supportive discussion - it's exactly what I needed to feel confident about tackling this process!
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Aurora Lacasse
•Those are great practical tips! The zoom function suggestion is brilliant - I never would have thought of that but it makes total sense for making the interface more user-friendly. Regarding study schedules, I'm just a few weeks ahead of you in the process and I've found that consistent shorter sessions work much better than weekend marathons. When I tried cramming on weekends, I'd retain the information short-term but forget it by the time I took practice exams during the week. The 1-2 hours on weekday evenings sounds perfect! I've been doing something similar - about 90 minutes each weeknight - and it's been much more sustainable. Plus, it gives your brain time to process the information between sessions, which seems to help with those tricky Intuit-specific questions. Your screenshot folder idea is really smart too. I've been taking notes, but having visual backups of the actual questions and interface would definitely be helpful when the platform decides to glitch out. Good luck with your certification journey - sounds like you're approaching it with exactly the right mindset!
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Sofia Morales
I'm new to the community but have been following this thread closely as I prepare to start my own Intuit certification journey next month. The wealth of practical advice here is incredible! I wanted to ask about something I haven't seen mentioned yet - for those who've completed the certification, how important is it to have hands-on experience with TurboTax software beforehand? I've used it for my own personal taxes for years, but I'm wondering if there are specific features or workflows that the certification focuses on that might not come up in typical personal use. Also, I'm curious about the time commitment for maintaining the certification once you've earned it. Do you need to complete continuing education or recertify annually? Thanks to everyone who's shared their experiences - this thread has already saved me so much trial and error! The tips about browser settings, study schedules, and supplemental materials are going straight into my preparation plan.
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Nia Harris
•Great questions! I'm actually in a similar position - I've used TurboTax for my own returns for several years but am now working on the certification to help others. From what I've learned so far in the certification process, having personal experience with TurboTax is definitely helpful for basic navigation, but the certification really focuses on preparer-specific features that you wouldn't see as an individual user. Things like client management, document handling workflows, and understanding the preparer interface are quite different from the personal tax software. The good news is that the certification training covers all of these preparer-specific features pretty thoroughly. I'd say your personal TurboTax experience gives you a solid foundation for understanding how the software thinks about tax concepts, which is actually really valuable. As for maintenance requirements, I believe you need to complete continuing education credits annually to maintain the certification, but I haven't gotten that far in the process yet. Hopefully someone who's been certified for a while can jump in with more specific details about the ongoing requirements. This community has been such a fantastic resource - I'm planning to document my own journey through the certification process to hopefully help future newcomers like us!
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Isabella Oliveira
I'm about to begin my Intuit certification journey and this entire thread has been incredibly enlightening! As someone who gets easily frustrated with poorly designed interfaces, I was dreading this process, but reading everyone's experiences has given me so much confidence. I love how this community has organically created a comprehensive guide - from the technical tips about browsers and zoom settings to study strategies like the cheat sheet approach and supplemental IRS materials. The encouragement about poor initial practice scores being normal is especially reassuring! One thing I'm planning to do based on all this advice is create a "certification toolkit" before I even start: dedicated study folder, Chrome browser optimized, IRS Publication 17 bookmarked, and a note-taking template ready. It seems like being organized from the start will help offset some of the platform frustrations. For those currently working through the process - would you recommend completing all the course modules first before attempting any practice exams, or is it better to take practice exams after each section to reinforce the learning? I learn better with immediate application, but I don't want to get discouraged if the questions reference material from later modules. Thank you all for creating such a supportive and informative discussion. This is exactly the kind of real-world guidance that makes certification feel achievable rather than overwhelming!
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