Tax Site Volunteer Training
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Section outline
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Top resources for tax clinic volunteers -- stay tuned for more soon!
P+P Volunteer Manuals
- Volunteer Tax Manual
- Customer Support Volunteer Manual
- See list of known errors and updates to P+P Manuals
IRS Resources
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 for everyone
Basic-level Preparer Training
Basic A: Tax Return Basics
Basic B: Intake Paperwork, Filing Status, and Dependency
Advanced-level Preparer Training
Self-employment+ Training
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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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Activities: 1