Volunteer Resources

 

The IRS requires all volunteers to take their vita certification exam(s) on the IRS Link & Learn website

HTTPS://LINKLEARNCERTIFICATION.COM/

Every year, the EITC Coalition provides FREE training to volunteers. Additional e-learning and study guides can be accessed on Link & Learn. Volunteers who self-certify are encouraged to use the Link & Learn resources.

Find these courses HERE

 

Volunteers must be IRS Certified before they can participate in tax events and volunteer at tax sites. Volunteers must re-certify every year.

 

which exams must i take?

Each volunteer role requires the following certification exams:

 

  2024 Volunteer Standards of Conduct 2024 Intake/Interview and Quality Review 2024 Basic  Exam 2024 Advanced Exam
Greeter

X

      
Intake Specialist

  X  

X    
Basic Tax Preparer

 X 

X X  
Advanced Tax Preparer

 

 X    X

*NOTE: The Basic & Advanced Preparer exams require submitting a sample return in the PRACTICE LAB. This is a separate website and requires creating an account, or logging into an existing account. Please email volunteer@refundohio.org if you need help with the PRACTICE LAB, or you can visit the United Way Page HERE

 

 GO TO IRS LINK & LEARN WEBSITE

 

TRAINING RESOURCES

Volunteers can sign up for training by logging into their account through Volunteer Hub 

Click here for volunteer hub

 

Additional guidance and tax practice can be found at Prosperity NOW’s VITA Train. This is a FREE, online training curriculum designed to help volunteers prepare for the IRS Basic Preparer exam.

CLICK HERE to Access prosperity now

 

 

Additional Guides & Publications

Volunteers find the IRS resources below to be useful for referencing tax law and/or for completing IRS certification on their own. 

PUB 4012: Volunteer Resource Guide 

A current year tax law guide and often used to assist tax preparers with completing tax returns

FORM 6744: Test/Retest Book 

Contains the current tax year certification tests and volunteer standards of conduct form.

PUB 4491: VITA Training Guide

Supplemental resource for tax certification trainings.

FORM 13614-C: Intake/Interview & Quality Review Sheet

Intake form that is required by the IRS to be completed by all taxpayers in order to being the tax filing process.