Document | Description | ||
IRS Publications (& access to Link & Learn) | |||
| IRS Publication 4961 | Standards of Conduct Training | ||
| IRS Publication 5101 | Intake/Interview & Quality Review Training | ||
| IRS Publication 4491 | Training guide; IRS-provided textbook for learning tax law and the basics of return preparation | ||
| IRS Publication 5088 | Site Coordinator Training | ||
| IRS Publication 4491-X | IRS-provided updates to training and site publications. Includes updates to Publications 4012, 4491, and 6744. | ||
 | This connects you to Link & Learn (L&L), interactive training provided by the IRS. Our online training modules, presented through Thinkific, will leverage some of this coursework, but you are free to access L&L directly to supplement your training. | ||
| In-person Training | |||
 | Click here to access in-person training content for Days 1-4. Note that Day 4 begins on slide 162. | ||
| Click here to access information on topics raised by volunteers on Day 4. | |||
Practice | |||
 TaxSlayer Practice Lab | Use password TRAINPROWEB on the landing page to proceed to the sign-in page where you will use your personal credentials. Please note that an SIDN may be requested when establishing your account but is not required. Case studies used in Training with 1040 Results | ||
| VITA/TCE User Guide | TaxSlayer user manual: Searchable PDF | ||
| Hub Demo Site | Useful for volunteers working virtually in the Hub. N/A for volunteers at in-person sites. | ||
Testing & Certification (also accessible through your Training Plans) | |||
| IRS Publication 6744 | For those planning to certify as VITA volunteers at any level, the exam questions and scenarios are found in this booklet. The Answer Templates provided to the right can include helpful hints on inputting certain scenarios and/or answering some of the questions. Note that these forms will also be provided in your Volunteer Binder. Prior Year (PY) Copies | ||
* Hints provided | |||
| The VITA/TCE Central site hosts the certification exam portal as well as links to other training materials. If you have not already registered at VITA/TCE Central, you will need to do so first. Please see Job Aid/Help, to your right. You will also need to wait until the day after registering to take your first test! | |||
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