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 4942 VITA Health Saving Account IRS Certification encouraged for CA$H preparers
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.
Simple Practice Problems & Answers (These are great for getting used to the TaxSlayer Practice Lab)
Rochester CASH Practice Problems & Answers (thank you Empire Justice - Rochester C.A.S.H.!)
Form TP-300 Quick Reference Desk Guide