Training

Training Publications

IRS & NTTC Materials

NTTC Modified Pub 4012 -- Volunteer Resource Guide

TY21 Release 2
To access these files you will need to use your aarpfoundation.org email account -- see NOTE below

NTTC Modified Pub 4491 -- VITA/TCE Training Guide

An alternative self-study training or for supplementing your knowledge
To access these files you will need to use your aarpfoundation.org email account -- see NOTE below

IRS Pub 4961 -- Volunteer Standards of Conduct

IRS Pub 5101 -- Intake Interview and Quality Review

IRS Pub 4299 -- Privacy, Confidentiality, and Civil Rights

IRS Pub 5299 -- Quality Review Refresher

IRS Form 6729-D -- Site Review Sheet

IRS Form 6744 -- Test Book

TA Form 13614-C -- Intake Interview Booklet

Certification

Certification Website

Link and Learn VITA/TCE Certification Test Site

Instructions for taking the IRS Tests online and Creating the Volunteer Agreement


IRS Link & Learn

IRS Advanced Course Online Training

An alternative self-study training or for supplementing your knowledge


TaxSlayer Practice Lab

Helpful / supplemental training on using TaxSlayer is available in Practice Lab under Section 4: Preparing a Return

Training for MN Returns

Helpful Items for
M1 & M1PR Returns


To access these files you will need to use your aarpfoundation.org email account -- see NOTE below


NOTE: You Need Access

When you click on one of the links and you see a page that looks like this

you will need to access it by logging onto Google Chrome with your Tax-Aide user ID. Once you access the file, you should then download the file and save it to your computer.

Training for CERTAIN Roles

Client Facilitator Training

Required Training for CFs

  • Tax-Aide Policy and Procedures
  • IRS Standards of Conduct
  • IRS Intake and Interview

Instructions for Accessing Policy and Procedures Training on the TA Portal

Instructions for taking the IRS Tests online and Creating the Volunteer Agreement

IRS Pub 4961 - Volunteer Standards of Conduct

IRS Pub 5101 - Intake Interview & QR Training

IRS Pub 6744 - Test Retest (CF Version)


Local Coordinator Training

Tax-Aide Local Coordinator and Shift Coordinator Training

Go to Volunteer Portal Training tab, click on Content Library, then search for Local Coordinator

IRS Pub 5088 - Site Coordinator Training

IRS Pub 1084 - Site Coordinator Handbook