2024 Volunteer Resources
The resource links below provide on-line access to VITA training and certification resources, publications, and tax alerts.
Link & Learn – VITA/TCE Central where you can create a Link & Learn Account, and access VITA Training and Certification Links
Publication 5378 – Link & Learn Taxes Certification Tests: Getting Started
TaxWise Training Login – TaxWise training environment to be used for test scenarios
TaxWise User Guide – Log in to TaxWise and click on the “?” icon in the upper right corner of the screen.
Publication 4012 – Volunteer Resource Guide, designed as a training tool and a reference guide for volunteers.
Publication 4491 – VITA/TCE Training Guide
Form 6744 – VITA Test/Retest Booklet. Contains the VITA Certification Test Questions.
Publication 5101– Intake/Interview & Quality Review Training.
Also refer to Pub 4012, K-15, pg 269 for the Quality Review Process and Checklist.
Publication 5838 – VITA/TCE Intake/Interview and Quality Review Handbook
Publication 4961 – Volunteer Standards of Conduct – Ethics Training
VITA Quality Review Webcast – Recommended for all volunteers to review prior to the start of tax season
Quality & Tax Alerts – For IRS Volunteer Programs – Each Alert highlights issues to watch for when preparing tax returns.
Publication 5088 – Site Coordinator Training
Site Coordinator-Part 1 Webcast
Site Coordinator-Part 2 Webcast
Publication 5683 – VITA Handbook for Partners and Site Coordinators.
Publication 5325 – Partner and Volunteer Training for the Filing Season for SPEC Partners and Volunteers
