Training
Training Publications
IRS Materials
Pub 4012 -- Volunteer Resource Guide:
NTTC Modified 4012 - TY20
How to Use the NTTC Pub 4012 Video
Pub 4491 -- VITA/TCE Training Guide:
NTTC Modified version
Pub 4961 -- Volunteer Standards of Conduct
Pub 5101 -- Intake/Interview and Quality Review
Pub 4299 -- Privacy, Confidentiality, and Civil Rights
Pub 5299 -- Quality Review Refresher
Form 6729-D -- Site Review Sheet
Form 13614-C -- Intake Interview Booklet
(TA version)Certification
Certification Website
Link and Learn VITA/TCE Certification Test Site
Tip Sheet for Taking the IRS VITA/TCE Tests Online and Creating the Volunteer Agreement
IRS Link & Learn
IRS Advanced Course Online Training
An alternative training or for supplementing your knowledgeTip Sheets for Logging onto the Portal
Training for MN Returns
M1 & M1PR Returns
MN Military Pension Income Flowchart
MN Videos
MN Household Income Navigation in TaxSlayer
9.18 minutes, 11/16/2020MN K-12 Education Credit and Subtraction
10.38 minutes, 10/21/2020MN Railroad Retirement Benefits in TaxSlayer
6.47 minutes, 10/12/2020MN 529 Education savings Credit and Subtraction
4.53 minutes, 10/13/2020MN Military Income Subtraction
9.00 minutes, 01/15/20216:50 minutes, 12/13/20203:30 minutes, 10/24/2020Training for Specific Roles
Intake Interview Training
Client Facilitator Training
Instructions for Portal Login and Accessing Policy and Procedures Training
Instructions for Taking the IRS Tests Online
IRS Pub 4961 - Standards of Conduct
IRS Pub 5101 - Intake Interview & QR Training
IRS Pub 6744 - Test Retest (CF Version)
Tax Counselor Training for
Virtual Returns
Counselor Guide to Preparing Virtual Model Returns (PDF)
Preparing Virtual Returns (pptx)
Counselor Guide to Quality Reviewing Virtual Model Returns (PDF)
Quality Reviewing Virtual Returns (pptx)
Counselor Guide to Taxpayer Review and Finalizing Virtual Model Returns (PDF)
Finalizing Virtual Returns (pptx)
Document Scanning Guide (pptx)