Volunteer Training Center

Ladder Up has Amendment Training available for Summer Sessions!

 

Ladder Up’s 2022 summer amendment training is here. We have the training available online for all to access at any time below. If you have any questions, please contact us at volunteer@goladderup.org.

We also encourage you to sign-up for our newsletter, and we will update you on all future volunteering opportunities, events, and much more!

Amendment Training: Pre-Read

Pre-Read – To get started on the Amendment training, read this to learn more about the process, and you’ll find all the materials for a practice scenario here as well.

Amendment Materials for Training: 

Materials for Training Session (Print/Download/Pick-up):

If you would like a hard copy of amendment training materials you are welcome to pick up these materials at our Ladder Up office location during business hours.  

Primary Resources and Publications: (DO NOT PRINT)

2021-2022 Mini Manual – Mini manual will be available at in-person training and at the tax sites for each volunteer.

Pub 4012 – This volunteer resource guide will assist you in completing a tax return using TaxSlayer.

Pub 4491 – IRS training guide. Use this publication to read about tax law topics in detail.

Get started in Link and Learn:

 

Common TaxSlayer Tutorials

TaxSlayer Tutorial – Basic Information 

TaxSlayer Tutorial – Income 

TaxSlayer Tutorial – Schedule C

TaxSlayer Tutorial – Supplemental Materials

Logging into TaxSlayer for the first time

Additional Resources

 

Tax Site Checklists:

Case Reviewer Checklist

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

Quality Reviewer Checklist – Use this checklist to guide you on what to verify before explaining the tax return.

Amendment Checklist – Use this checklist to create a Form 1040-X if the taxpayer needs to make corrections to an original tax return.