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 | Obtain Personal Help | Submit a ticket through FreshDesk. |
Important Information!  | Welcome to the Training Plan for Return Preparers & Quality Reviewers! Two tables follow: | |
Table 1: Testing & Certification Resources | The 1st table presented below includes important information and resources that you will use when taking your tests and completing the certification process on the VITA/TCE Central website. Please review this table before you start your training plan. | |
Table 2: Your Training Plan | The 2nd table provides your training plan, which should typically be executed in the order indicated. Click through links and/or icons to access online training, view reference materials and connect to the VITA/TCE Central website. Note: If you are new to tax return preparation, please follow the New Volunteer track! | |
Table 1: Testing & Certification Resources | ||||
 Testing | The Answer Templates to the right can be used to record your answers if you are using the online version of Pub 6744 to take your tests. These templates also include helpful hints on inputting certain scenarios and/or answering specific questions. Note that these forms will also be provided in your Volunteer Binder. | * Hints provided. | ||
* Hints provided. | ||||
 Certification | The VITA/TCE Central site hosts the certification exam portal as well as links to other training materials. | |||
 | Please see the Job Aid/Help, to your right, to register at VITA/TCE Central if you have not already done so. Note that due to a known issue within the VITA/TCE Central website, you will need to wait until the day after registering to start the certification process! | Job Aid (open first) | ||
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(Additional help, if questions remain) | ||||
| Click here to access VITA/TCE Central. | ||||
Table 2: Your Training Plan | |||||||
Step | Comments | Ready (ex in-person) | New Volunteers | Returning Volunteers | |||
 Virtual |  In-person |  Virtual | In-person | ||||
| Thinkific Activation | Typically completed in early December, then on a weekly basis if you sign up after the initial enrollment phase. |  | Link Provided to Activate Thinkific | Prior Year Activation Remains Valid | |||
| Prework, online via Thinkific | UWTSA-developed training. |  | |||||
| Volunteer Standards of Conduct (VSOC) Testing & Certification | Take the Test (see Table 1, above) Please watch this brief video (< 5 min) first. Then have Pub 4961 open, for reference, as you answer questions in Pub 6744. |  Except ES |
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 Except ES |
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| Certification:See Table 1, above. Submit answers & obtain scores. |  |  Click Here | |||||
| Intake Specialist Training, online via Thinkific | Due to significant changes vs. the prior year, all volunteers are being asked to take this course. |  | |||||
| Intake Interview & Quality Review Testing & Certification | Take the Test (see Table 1, above) Have Pub 5101 open, for reference, as you answer questions in Pub 6744. | |
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| Except ES | |||||||
| Certification: See Table 1, above. Submit answers & obtain scores. |  | ||||||
 | Please ensure you complete the Prework, Intake training and the Certifications indicated prior to starting the next section! | ||||||
| Return Preparer/Quality Reviewer Training The final day of in-person training will include new courses as well as content that is deemed high risk/high reward. We encourage all volunteers who can to attend this session. | In-person class registration is now available: Click here to RSVP today! Snacks will be provided, and there will be a short lunch break (not provided). |  New & Ret Vols |  Day 1 Topics | Jan 13, 2024 Day 1 | Changes in Tax Law Day 1-3 Required Topics | ||
Introduction, Filing Status, Dependents, Income (Start Topic) | More  | ||||||
|  Day 2 Topics | Jan 20, 2024 Day 2 | |||||
Income (continued), Adjustments, Deductions & Credits | More  | ||||||
 New & Ret Vols |  Day 3 Topics | Jan 27, 2024 Day 3 | |||||
Credits (continued) & Completing the Return - 1 | More  | ||||||
 New & Ret Vols |  Day 4 TopicsClick Here | Feb 3, 2024 Day 4 |  Day 4 Topics | Feb 3, 2024 Day 4 | |||
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| Completing the Return - 2, QR, High Risk/Reward Topics Arizona (separate Thinkific course) | More  | ||||||
| Return Preparer (advanced) Testing & Certification Note that AZ content is not tested. | Take the Test (see Table 1, above) Have Pub's 4012 and 4491 open, for reference, as you answer questions in Pub 6744. You will need to use the TaxSlayer Practice Lab to create tax returns for some test scenarios. Use TRAINPROWEB to access the sign-in screen where you may enter your personal credentials. |  Except ES |
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| Certification:See Table 1, above. Submit answers & obtain scores. |  | ||||||
Upload Form 13615 (which documents your certifications) and provide feedback on your training experience! |  |  Click Here |  Click Here | ||||
| Interacting with Taxpayers Training | How to prevent/manage difficult situations and communicate more effectively with people with disabilities. | Coming soon! |  |  |  | ||
| Hub Training Required for volunteers who will be active in the Hub. | UWTSA-developed training | Coming soon! |  |  |  | ||
| Return to Volunteer Timeline |  |
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