Join us for Quality Review Training on Feb 20, 2023 at 9am!
We will have in-person and virtual training from 9 am – 11:30 am on Feb, 20. Sign up through your VolunteerHub Account.
Materials needed for training:
Recording of Quality Review Training
Passcode: J&7!90aM
Regular Training Season for 2023 is now CLOSED.
Join us – sign up for IRS Certification Training at Ladder Up!
Ladder Up’s training is now LIVE – join us in the next couple of weeks for 2023 training. Ladder Up will offer in-person and virtual training.
Types of Training Available:
- Intake/Case Review Training – Virtual
- Basic IRS Certification Training – In-person ONLY
- Advanced IRS Certification Training – In-person and Virtual (Advanced virtual training is recommended for returning volunteers)
Don’t wait -sign-up today through VolunteerHub platform. If you do not have an account already, please create one and sign-up! We also encourage you to sign-up for our newsletter. We will update you on all future volunteering opportunities, events, and much more!
Contact us at volunteer@goladderup.org
2023 TRAINING MATERIALS
Pre-Read:
If you’re a new volunteer or just need a refresher, we recommend reviewing our pre-reads for more information before your scheduled training.
Volunteering with Ladder Up – Overview Pre-Read
Materials for Training:
- Volunteer Standards of Conduct (VSC) & Intake, Interview & Quality Review (IIQR) Tests
- 2022-2023 Basic Training Packet
- 2022-2023 Advanced Training Packet
- Answer Sheet
You will receive a hard copy of these materials during an in-person training session.
Primary Resources and Publications: (DO NOT PRINT)
2022-2023 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:
- Link & Learn – https://www.linklearncertification.com Access TaxSlayer Practice Lab, certification center, and additional tax lessons through this website. (More details are found in the Training Guide.)
- TaxSlayer Practice Lab – https://vita.taxslayerpro.com/IRStraining
- Universal Password: TRAINPROWEB
Virtual Training Link
This training includes the lecture and a demo for Tax Slayer for Basic Scenario 7. If you wish to see a demo of an Advanced Scenario, please look at the links below “Tax Slayer Tutorial Videos.”
2022 Virtual Training Recording
Passcode: &P6j5?w=
Check your answers before entering on Link and Learn
2022 Tax Year IRS Basic Test
2022 Tax Year IRS Advanced Test
2022 Tax Year Circular 230 Test
TaxSlayer Tutorial Videos
Logging into TaxSlayer for the first time – Video
TaxSlayer Tutorial Video – Basic Information
TaxSlayer Tutorial Video – Income
Additional Resources
Tax Site Checklists:
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.