Are you a returning volunteer or an experienced tax professional? You can utilize these resources to self certify as a VITA volunteer without the need to attend one of our trainings. Just be sure to email us your Volunteer Agreement from your Link & Learn account once you certify.
BASIC Tax Prep Topics
- Volunteer Standards of Conduct, Client Intake and Quality Review
- Filing Status & Dependency
- Types of Income
- Adjustments
- Deductions
- Nonrefundable Credits
- Refundable Credits
- Education Credits
- Affordable Care Act
- Finishing the Return
- Talking to Taxpayers
- Health Savings Account
Returning Volunteers & Experienced Tax Preparers
Practice Makes Perfect
ADVANCED Tax Prep
IRS Publications
Publication 4012 – This is the IRS manual for tax preparation that is used for training and a resource utilized at all VITA sites.
Publication 6744 – This is the test booklet for all certification exams on Link & Learn.
Publication 4942 – Health Savings Account
Publication 5299 – Quality Review Refresher