Volunteer Training Resources

Want more information on volunteering with Tax Time? Visit our Join our Team page.

Tax Law Training Videos

Our peer coalition, Cuyahoga County EITC Coalition, prepared training videos to explain tax law topics to volunteer preparers. These short videos are outdated (produced in 2015), but still provide an excellent understanding of each topic.  Each module is about 15 min long. Use these links to view the videos: 
  • 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 13 - Investment Income (Video)
  • Lesson 15 - 1099M and Small Business Returns (Video)
  • Lesson 16 - Cancellation of Debt (COD) (Video)
  • Lesson 17 - Injured Spouse (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 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?”

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. 


Certification

IRS Certification Exams

Publication 6744: VITA Test/Re-Test
This print version of the VITA certification test/retest is great for practice before taking 

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






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