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Volunteer Training Resources

Each year the IRS supplies each preparer with training resources. Printed copies will be provided to every preparer, as needed. Links and documents are being updated as they are released. 

Per IRS requirements, ALL volunteers need to read and certify:

            Pub 4961          Volunteer Standards of Conduct  

Tax Preparers will need to review:

            Pub 5101          Intake Interview & Quality Review PowerPoint  IRS Certification required for all preparers and                                                                 screeners

            Pub 4012          VITA Volunteer Resource Guide Used for training and tax preparation

            Pub 6744          VITA Volunteer Test and Retest Book Please note if you received the printed version you will need                                                            to add Missing Page 92

            Pub 4491          VITA/TCE Training Guide (electronic only) contract cash@stcash.org if you need a printed copy

            Pub 4491W       VITA/TCE Problems and Exercises (last printed 2014) an evergreen product that may require minimal                                                      tax law updates. This is now only available online.    Pub 4491W  Current year answers          

            Pub 4942          VITA Health Saving Account IRS Certification encouraged for CA$H preparers

            Pub 5157A        VITA Affordable Care Act - Taxpayer Scenarios

Note: Evergreen products should be maintained at the end of the filing season and used again the next filing season. 

VITA/TCE Training and Site Products Fact Sheet - This document shows the materials that the IRS will provide this year - both printed and what will be electronic only

These IRS Publications are generally released in January, and reflect changes and additions made to some previously released Publications and Forms:

                           Pub 4491A     VITA/TCE Training Guide - Consolidated Changes

                           Pub 4491X     VITA/TCE Training Supplement Contains changes, updates and additions to Pub 4012 &                                                                           Pub 4491, released in January to modify previously printed publications

IRS Link and Learn   After orientation this link will help you get to the spot you need to complete IRS certification.  Remember Pub 4961 is above, as well as in the lesson section of Link and Learn. For moreinformation, visit the IRS website at  this link: https://www.irs.gov/individuals/volunteer-training-certification

How to use Link and Learn This document provides basic instructions on setting up a new account, retrieving a past password, and how to take your certification tests.

TaxSlayer Practice Lab - Testing area for learning and practicing the TaxSlayer software for IRS Certification and VITA Tax Preparation

Using the Practice Lab - Account creation and Instructions for the TaxSlayer practice site.

Practice Problems:    

Simple Practice Problems & Answers (These are great for getting used to the TaxSlayer Practice Lab)

 #1 Grant     #2 McDaniel (Additional practice problems with a few more forms, including ACA)

Rochester CASH Practice Problems & Answers (thank you Empire Justice - Rochester C.A.S.H.!)

Scenario 1 (Answers) Scenario 2 (Answers) Scenario 3 (Answers) Scenario 4 (Answers)   

Scenario 5 (Answers) Scenario 6 (Answers) Scenario 7 (Answers) Scenario 8 (Answers)  

 

Additional  Resouces:

New York State Volunteer income tax assistance and AARP tax aide training and education materials website

       PowerPoint     Volunteer and Coordinators Training PowerPoint

       Form TP-300   Quick Reference Desk Guide

Pennsylvania VITA/TCE Volunteer Training Center 

       DFO-02            Personal Income Tax Preparation Guide 

       DFO-3              Property Tax/Rent Rebate Preparation Guide