Volunteer Training Resources

Want more information on volunteering with Tax Time? Watch our recorded Volunteer Information Session, and visit our Join our Team page.

Tax Law Training Videos

  • Lesson 1 - Tax Time Introduction (video)
  • Lesson 2 - Ethics (video)
  • Lesson 3 - Intake, Interview and Quality Review (Video)
  • Lesson 4 - Filing Status, Dependents and Exemptions (Video)
  • Lesson 5 - Income (Video)
  • Lesson 6 - Adjustments to Income (Video)
  • Lesson 7 - Standard and Itemized Deductions (Video)
  • Lesson 8.1 - Earned Income Tax Credit (EITC) (Video
  • Lesson 8.2 - Child Tax Credit (CTC) (Video)
  • Lesson 8.3 - Education Credits (Video)
  • Lesson 8.4 - Child and Dependent Care Credits (Video)
  • Lesson 8.5 - Savers Credit (Video)
  • Lesson 9 - Ohio (Video)
  • Lesson 10 - Refund or Payment Options (Video)
  • Lesson 11 - Affordable Care Act (ACA) (Part 1 Video) (Part 2 Video)
  • Lesson 12 - Practice Scenario (Video)
  • Lesson 13 - Investment Income (Video)
  • Lesson 15 - 1099M and Small Business Returns (Video)
  • Lesson 16 - Cancellation of Debt (COD) (Video)
  • Lesson 17 - Injured Spouse (Video)
  • Lesson 18 - Amending Tax Returns (Video)

Other Tax Law Materials

Publication 4491: Student Training Guide
This guide goes over the tax law materials in greater detail. It is a good way to fill in the gaps from the training videos and get clarification on something you may not have understood.

Publication 4491-W: Comprehensive Problems and Exercises Workbook 
Provides tax return scenarios for volunteers to complete using TaxWise Online Training (for training purposes only).

Publication 4012: Volunteer Resource Guide
Provides a quick and easy way to find answers to common questions such as:
  • “What is the correct filing status?”
  • “Who qualifies as a  dependent?”
  • “What income is considered taxable?”
Publication 17: Your Federal Income Tax Return: For Individuals  (update anticipated in December)
An extension of Pub. 4012, Pub. 17 provides the most comprehensive information regarding any tax question.

TaxSlayer Training

TaxSlayer Practice Labs (password: TRAINPROWEB)
This resource is a version of the software used at the sites. The practice lab contains training videos, practice returns, and other resources for using TaxSlayer. We suggest starting with practice return 5 and using the "Guide Me" function when completing returns


Certification

IRS Certification Exams (will not be updated until mid-November)

Publication 6744: VITA Test/Re-Test

TaxSlayer Practice Labs (password: TRAINPROWEB): Use this site to prepare the certification return scenarios. 

Advanced Certification Study Guide: this resource covers the issues in each certification scenario and gives hints on how to complete the returns.




Other useful tools and resources

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