Training will begin for the 2025 Tax Season in December.
Sign up to receive our volunteer newsletter, The Ladder Update here, for all future updates!
AMENDMENT TRAINING MATERIALS!
Amendment Practice! Use the Advanced Scenario 8: Julia Oakley to practice completing an amendment using the Practice Lab.
Original Return – Julia Oakley
Practice Document – Missing W-2 to add for Amendment Practice
Primary Resources and Publications: (DO NOT PRINT)
2023-2024 Mini Manual – Mini-manual will be available at in-person training and at the tax sites for each volunteer. 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 4491 – IRS training guide. Use this publication to read about tax law topics in detail.
Pub 4491X – VITA/TCE Training Supplement
Get started in Link and Learn:
- Link & Learn – https://linklearntaxescertification.com/ Access TaxSlayer Practice Lab, certification center, and additional tax lessons through this website.
- Instructions to create a new Link & Learn account: How to Register on LinkLearn Tax Certification Website
- TaxSlayer Practice Lab – https://vita.taxslayerpro.com/IRStraining
- Universal Password: TRAINPROWEB
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.
Reminders:
2024_Quality Reviewer – Reminders
Training Recordings:
Level Up Training
2023 Tax Year IRS Advanced Virtual Training – Zoom
Passcode: .Qiu4%7s
Passcode: 14^i.cvB