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Volunteer Training and Certification Resources

Important Dates!!!

WE EXTENDED THE TAX SEASON THROUGH MAY 17!

  • River North Ladder Up Office Opens April 19th, 2021 through May 17, 2021
    • River North Location closed on Saturday, May 8 for Trivia Night (Buy your tickets today)

Sign-Up Today to Volunteer!

2021 TAX TRAINING IS NOW CLOSED!

Ladder Up has closed training for the 2020 Tax Season. If you are still interested in Volunteering and Have certified through Link and Learn please contact the Tax Assistance Program Volunteer Manager via email at kcollins@goladderup.org. We encourage you to still sign-up using the link above so that you are included in any future updates regarding Volunteering with Ladder Up.

LINK & LEARN CERTIFICATION

https://www.linklearncertification.com/

TAXSLAYER PRACTICE LAB

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

VITA IRS CERTIFICATION TESTS

Publication 6744 – VITA Volunteer Test/Retest

Advance Test

Basic Test

QEV (Qualified Experienced Volunteer) Test

STUDY GUIDES

Study Guide – Advanced Test

Study Guide – Basic Test

TaxSlayer Tutorial – Basic Information 

TaxSlayer Tutorial – Income 

TaxSlayer Tutorial – Schedule C

TaxSlayer Tutorial – Supplemental Materials

  • Taxslayer Updates: Form 1099-NEC has now been added to Taxslayer and 1099-Misc has been updated. This will help with Advanced scenario #8.
  • Economic Impact Payments: (Stimulus payments-also known as Recovery Rebate Credit in Taxslayer) has now been added to Taxslayer in the Basic Information Menu

Process Flow Checklist

In-Person Tax Preparer Checklist

Drop-Off Specialist Checklist

Exit Interviewer Checklist

Virtual Exit Interviewer Checklist  

IRS PUBLICATIONS

Publication 6744 – VITA/TCE Volunteer Test/Retest

Publication 4012 – VITA/TCE Volunteer Resource Guide

Publication 17 – Your Federal Income Tax Guide 2020 for Individuals

Publication 4299 – Privacy, Confidentiality, and Civil Rights

Publication 4491 (Rev. 10-2020) (irs.gov)- VITA/TCE Training Guide

Publication 4961 (10-2020) (irs.gov)- VITA/TCE Volunteers Standards of Conduct – Ethics Training

Publication 5101 (Rev. 10-2020) (irs.gov)- Intake/Interview & Quality Review Training

VITA-TRAIN BY PROSPERITY NOW

This innovative, free online training curriculum features 12 plug-and-play modules designed to help volunteers prepare for the IRS Basic Volunteer Certification Test.

Prosperity NOW VITA-Train Modular Training Program.

 

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