Volunteer Training Center

Training will begin for the 2025 Tax Season in December.

Sign up to receive our volunteer newsletter, The Ladder Update here, for all future updates!

AMENDMENT TRAINING MATERIALS!

Amendment Training Slides

Amendment Instructions

Amendment Tracker

Client Instructions

Amendment Practice! Use the Advanced Scenario 8: Julia Oakley to practice completing an amendment using the Practice Lab.

Original Return – Julia Oakley

Practice Document – Missing W-2 to add for Amendment Practice

Amended Return

Primary Resources and Publications: (DO NOT PRINT)

2023-2024 Mini Manual – Mini-manual will be available at in-person training and at the tax sites for each volunteer. We recommend you review this mini manual and encourage you to use it for training and when you are out at a tax site.

Pub 4012 – This volunteer resource guide will assist you in completing a tax return using TaxSlayer.

Pub 4491 – IRS training guide. Use this publication to read about tax law topics in detail.

Pub 4491X – VITA/TCE Training Supplement

Get started in Link and Learn:

TaxSlayer Tutorial Videos

Logging into TaxSlayer for the first time – Video

TaxSlayer Tutorial Video – Basic Information 

TaxSlayer Tutorial Video – Income 

TaxSlayer Tutorial Video – Schedule C

TaxSlayer Tutorial Video – Supplemental Materials

Additional Resources

Tax Site Checklists:

Case Reviewer Checklist

Tax Preparer Checklist – with New TaxSlayer enhancements for the tax season

Quality Reviewer Checklist – Use this checklist to guide you on what to verify before explaining the tax return.

 

Reminders:

2024_Tax Preparer – Reminders

2024_Quality Reviewer – Reminders

 

Training Recordings:

Level Up Training

2023 Tax Year IRS Advanced Virtual Training – Zoom
Passcode: .Qiu4%7s

Case Review Training – Zoom

Passcode: 14^i.cvB

Passcode: U.D7Juht