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Link & Learn

https://www.linklearncertification.com/d/

TaxSlayer Practice Lab

https://vita.taxslayerpro.com/ – Universal Password: TRAINPROWEB

IRS VITA/TCE Resource Documents

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  1. Publication 6744 – VITA/TCE Volunteer Test/Retest
  2. Publication 4012 – VITA/TCE Volunteer Resource Guide
  3. Publication 4491 – VITA/TCE Training Guide
  4. Publication 4491x – VITA/TCE Training Supplement
  5. Publication 4961 – VITA/TCE Volunteer Standards of Conduct – Ethics Training
  6. Publication 5101 – Intake/Interview & Quality Review Training
  7. Publication 969 – Health Savings Accounts & Other Tax-Favored Health Plans
  8. Publication 5379 – FAQ Link & Learn Taxes Volunteer Certification Test
  9. Publication 5310 – VITA/TCE Tax Return Quality Review Job Aid
  10. Publication 5299 – VITA/TCE Quality Review Refresher
  11. Publication 17 (HTML version)
  12. Form 13614-C – Intake/Interview & Quality Review Sheet
  13. Form 13614-C (SP) – Intake/Interview & Quality Review Sheet (Espanol)
  14. Form 13615 – Volunteer Standards of Conduct Agreement – VITA/TCE Programs

URL Link

  1. https://www.irs.gov/pub/irs-pdf/f6744.pdf
  2. https://www.irs.gov/pub/irs-pdf/p4012.pdf
  3. https://www.irs.gov/pub/irs-pdf/p4491.pdf
  4. https://www.irs.gov/pub/irs-pdf/p4491x.pdf
  5. https://www.irs.gov/pub/irs-pdf/p4961.pdf
  6. https://www.irs.gov/pub/irs-pdf/p5101.pdf
  7. https://www.irs.gov/pub/irs-pdf/p969.pdf
  8. https://www.irs.gov/pub/irs-pdf/p5379.pdf
  9. https://www.irs.gov/pub/irs-pdf/p5310.pdf
  10. https://www.irs.gov/pub/irs-pdf/p5299.pdf
  11. https://www.irs.gov/pub/irs-pdf/p17.pdf
  12. https://www.irs.gov/pub/irs-pdf/f13614c.pdf
  13. https://www.irs.gov/pub/irs-pdf/p13614cs.pdf
  14. https://www.irs.gov/pub/irs-pdf/f13615.pdf

Resources Required for VITA Site Coordinators

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  1. Publication 5088 – Site Coordinator Training
  2. Publication 5683 – VITA/TCE Handbook for Partners and Site Coordinators

URL Link

  1. https://www.irs.gov/pub/irs-pdf/p5088.pdf
  2. https://www.irs.gov/pub/irs-pdf/p5683.pdf

Prosperity Now – Taxpayer Opportunity Network Resources

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  1. VITA-Train Modular Training Program
  2. VITA-Train Modular Training Videos
  3. Dear Iris Scenarios – Practice Tax Law Scenario (Exercises)
  4. 2022 VITA/TCE Test Study Guide

URL Link

  1. https://prosperitynow.org/vita-train
  2. https://www.youtube.com/playlist?list=PLx69LxPJkxWfH4HSePDtN93MXSBRzvefB
  3. https://mctcfreetax.org/wp-content/uploads/2022/11/Dear-Iris-Student-Edition-2023-Tax-Season.pdf
  4. https://www.vitaresources.net/studyguides.html

Training Videos

1. 2020 Tax Law Updates (IRA)

2. 2020 Tax Law Updates (Forms)

3. 2020 Tax Law Updates (Stimulus Payments)

4. 2020 TaxSlayer Software Enhancements

5. Link & Learn Volunteer Certification

6. TaxSlayer Practice Lab

7. MO Public Pension Deduction

8. MO Property Tax Credit – Law

9. MO Property Tax Credit – TaxSlayer Software

10. State Resident Credit – Theory & Software

The website will be up for the 2025 filing season on 1/1/2025.

You may schedule appointments after 1/1/2025.