Section: Resource Repository | Tax Site Volunteer Training

The role-specific trainings link to documents saved in this resource repository. You don't need to complete anything in this section, but you're welcome to browse if you'd like!

Select activity Customer handouts

Customer handouts Folder
Select activity Prior Year P+P Tax Tips

Prior Year P+P Tax Tips Folder
Select activity CSV Training + Resources

CSV Training + Resources Folder
Select activity Preparer Training + Resources

Preparer Training + Resources Folder
Select activity Reviewer Training Resources

Reviewer Training Resources Folder
Select activity Software Lab Practice Problems

Software Lab Practice Problems Folder

New volunteers will use these problems during the Software Lab. Returning volunteers may use them as extra practice ahead of the tax season.
Select activity IRS Intake, Interview & Quality Review training

IRS Intake, Interview & Quality Review training URL

IRS training slide deck for Intake, Interview & Quality Review procedures. This material is a supplemental resource to information covered in live trainings.
Select activity IRS & MN Department of Revenue PublicationsIRS Pub...
IRS & MN Department of Revenue Publications
IRS Publication 4012: VITA Volunteer Resource guide - excellent reference document for tax rules and interview questions for various federal tax issues
IRS Publication 4491: VITA Volunteer Training Guide - summary of tax year 2023 tax law changes and expanded information on many federal issues
IRS Form 6744: VITA Volunteer Assistor's Test and Retest - booklet showing certification test questions and scenarios
MNDOR Form M1 Instructions: (2022 pending 2023 release) expanded information on reporting information on the Minnesota income tax return, Form M1
MNDOR Form M1PR Instructions: (2022 pending 2023 release) expanded information on reporting information on the Minnesota property tax return, Form M1PR
Select activity P+P Volunteer Tax Manual

P+P Volunteer Tax Manual File
Select activity P+P Customer Support Volunteer manual

P+P Customer Support Volunteer manual File
Select activity 2024 IRS Certification Alerts

2024 IRS Certification Alerts File
Select activity Advanced Preparer Training Recording

Advanced Preparer Training Recording File
Select activity Reviewer Training Recording

Reviewer Training Recording File
Select activity P+P Training: Deep Dive Into the MN Property Tax Refund (M1PR)

P+P Training: Deep Dive Into the MN Property Tax Refund (M1PR) SCORM package

Use this interactive video training to learn about or brush up on Form M1PR used to claim the renters credit or homestead credit for homeowners.
Select activity Education Credits

Education Credits SCORM package

This self-paced course covers the American Opportunity Credit, Lifetime Learning Credit, and using P+P's education credits worksheet to maximize the credits for taxpayers. The worksheet will be available to Interviewers at the tax sites.
Select activity Health Savings Accounts (HSAs)

Health Savings Accounts (HSAs) SCORM package

This course covers special tax rules for Health Savings Accounts and how these accounts may impact a tax return.
Select activity P+P Training: Volunteer Standards of Conduct

P+P Training: Volunteer Standards of Conduct SCORM package

Navigate through this interactive training for an in-depth look at the 6 IRS standards of conduct, the 10 quality site requirements, and P+P's standards for volunteers.
Select activity P+P Training: Reviewer Procedures

P+P Training: Reviewer Procedures SCORM package

This course goes over the process and procedures for reviewers and hybrids.
Select activity Capital Gains and Losses

Capital Gains and Losses SCORM package

This course covers how to report capital gains or losses from stock or mutual fund sales and a sale of home.
Select activity P+P Training: Cultural Awareness and Customer Service

P+P Training: Cultural Awareness and Customer Service SCORM package

This course covers behavior, knowledge, and skills to support and promote respectful and effective interactions with culturally diverse customers.
Select activity Demystifying Credit Reports and Scores

Demystifying Credit Reports and Scores SCORM package

This optional training on credit reports and scores will give you more context about why people should regularly review their credit report and what they can learn from it. It also covers details of the credit score and how it's used.

Section outline

The role-specific trainings link to documents saved in this resource repository. You don't need to complete anything in this section, but you're welcome to browse if you'd like!