Volunteer Training Center

Training for the 2025 Tax Season has concluded. 

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

Sign up for a Volunteer Session

Primary Resources and Publications: (DO NOT PRINT)

2024-2025 Mini Manual – A Mini manual will be available for each volunteer at in-person training and tax sites. 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 4012-A – Updated resource guide will assist you in completing a tax return using TaxSlayer.

 

Additional Resources

Tax Site Checklists:

Case Reviewer Checklist

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

Quality Reviewer Checklist – This checklist guides you on what to verify before explaining the tax return.

QR Instructions

QR Training

Passcode: BdkeD@2a

Schedule C Training

Passcode: f9bPJ$B&

Amendment Training

Passcode: 2y3g%5qj

 

Reminders:

2024_Tax Preparer – Reminders

2024_Quality Reviewer – Reminders