Tax Site Volunteer Training
Résumé de section
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- 2025 End-of-shift Volunteer Survey linked here!
- "Computer links" doc (found on volunteer laptops) linked here
- TaxSlayer: Pro and Practice Lab
- IRS Pub 4012
All P+P Volunteer Manuals
See list of known errors and updates to P+P Manuals
- Volunteer Tax Manual
- Customer Screening Tool
- Customer Support Volunteer Manual
- Self-Employment+ Volunteer Manual
Mid-season 2025 Trainings
- 3/3/25 That's not FAIR: The Past & Present of the Racial Wealth Gap
- Zoom Recording of the training
- Training Resource List
- 3/10/25 Ed. Credits Workshop: Strategy and Scenarios
- Zoom Recording of the training
- SLIDES from Ed. Credits Workshop
Self-paced trainings for all
See Training and Resources on Tax Changes for Tax Year 2024
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Basic A: Tax Return Basics
Basic B: Intake Paperwork, Filing Status, and Dependency
Basic C: Income & Adjustments
Basic D: The Power of Tax Credits
Basic E: Renters, Homeowners, and Finishing a Return
Software Lab Practice Problems:
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- Link to enter the TaxSlayer Practice Lab (enter TRAINPROWEB every time before you log in)
- Practice Return #1 Liz Bennet
- Practice Return #2 Jonas Cruz
- Practice Return #3 Janet Horn
- Practice Return #4 Said Family
- Practice Return #5 Kim Vuong
- Software Lab Answer Key
Training for all tax preparers!
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Cómo obtener la certificación
- En esta pagina va mirar recursos que el IRS ofrece sobre los impuestos básicos hasta avanzado
- En esta pagina es para practicar en el sistema de TaxSlayer: Contraseña: TRAINPROWEB
- En esta pagina es donde va tomar el examen y también tiene acceso a otros recursos: https://linklearncertification.com/ (Va tener que crear una cuenta.)
- Los exámenes que se tienen que tomar y pasar con mas de 80% son:
- Normas de conducta para los voluntarios
- admisión/entrevista y verificación de calidad
- y examen básico
- Los exámenes que se tienen que tomar y pasar con mas de 80% son:
Recursos del IRS
- Publicación 4491 es la capacitación de los impuestos que ofrece el IRS para los voluntarios
- Publicación 4012
Tax Tips en Español
Entrenamientos
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- 2025 End-of-shift Volunteer Survey linked here!
- "Computer links" doc (found on volunteer laptops) linked here
P+P Manual
Resources in clinics:
- Schedule a time to meet with the FAIR team: tinyurl.com/priority-fair
- Use this link to schedule a time for a customer to meet with the FAIR team to open a bank account, learn more about banking, or learn more about credit building options. If you're scheduling this appointment for a customer who wishes to hold back their return and use a new bank account for direct deposit, please indicate this in the notes/goals for appointment section.
Training
- for new Customer Support Volunteers
- CSV 1 Training SLIDES (CSV resources, check-in, and screening)
- CSV 2 Training SLIDES (money conversations, savings, financial services)
- CSV 3 Training SLIDES (financial referrals, checkout process)
- for Returning Customer Support Volunteer Training
Resources for getting certified
- Instructions to register and get IRS-certified
- VITA certification website: https://linklearncertification.com/
- Form 6744 VITA Test Booklet
Self-paced trainings
On certification topics
On other topics
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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.
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This training is optional, but highly encouraged for new volunteers. This course covers IRS and P+P intake, interview, and quality review processes. Course Length: 20 minutes.
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This course covers taxable scholarship income, the American Opportunity Credit, the Lifetime Learning Credit, and how taxpayers can make the most of these education benefits. Course Length: 25 minutes.
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This optional training can help you understand credit and the value of credit reports.
