Thank you to all the volunteers that made 2022 season possible!
The 2022 Tax Season is CLOSED – Join us in December for training updates!
Ladder Up’s training is currently closed – join us in December for 2023 training updates. We plan to have training available in-person and virtually. Meanwhile, if you have any questions regarding volunteer work, please contact us at firstname.lastname@example.org.
We also encourage you to sign-up for our newsletter, we will update you on all future volunteering opportunities, events, and much more!
MATERIALS BELOW HAVE NOT BEEN UPDATED (11/01/2022)
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:
- 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
Check your answers before entering on Link and Learn
Common TaxSlayer Tutorials
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.