VITA Volunteer Training
First-Time Tax Preparer Training
This training is best-suited for first-time VITA tax preparers and returning tax preparers who would like an in-depth review of tax law and the TaxSlayer software. You should be present for each session to be best-prepared for the IRS certification exam. All first-time tax preparers should register for all of these sessions.
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Session #1 of 4 : Session Slides -- Homework -- Recording Pt 1 -- Recording Pt 2 (passcode for both = ZjbXt2d#)
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Session #2 of 4 : Session Slides -- Homework -- Recording (passcode = [email protected]& )
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Session #3 of 4 : Session Slides -- Homework -- Recording (no passcode required)
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Session #4 of 4 : Session Slides -- Recording (no passcode required)
Returning Tax Preparer Training
If you are a returning tax preparer, we require our refresher training to review tax law updates and receive training on the software that will be relevant to you as you help taxpayers this season.
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Session Slides -- Recording Part 1 (passcode = [email protected]& ) -- Recording Part 2 (passcode = [email protected]+Zz4)
Special Tax Topics Trainings
Special tax topics trainings provide VITA volunteers with a deeper dive into unique tax situations they will likely encounter in the field.
Quality Reviewer Training
This training is for new and returning quality reviewers as well as any tax preparers interested in learning about the quality review process.
Site Coordinator Training
This training is for new and returning site coordinators as well as any tax preparers interested in learning about the site coordination process.
Team Support Specialist Training
This training is for anyone interested in serving as a Team Support Specialist.
Other Trainings
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Overview of the Hub -- Session Slides -- Recording (passcode = [email protected]& )
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Using Microsoft Teams
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Creating an Account in the TaxSlayer Practice Lab (passcode = T1m0W+T?)
Additional Training Materials from Code for America
- 2021 Get Your Refund Training
- IRS Webinar Recording about GetYourRefund.org
- Demo of GetYourRefund.org
- Recording of UW Introduction to GYR, June 9, 2020. Password is 7L^XeYFQ
- Recording of UW Introduction to GYR, June 10, 2020. Password is 6y^s#t5k
Find more resources, including videos from GetYourRefund.org and tax preparation guides, on the VITA Links page