Thank you for being a VITA volunteer! Whether you're preparing for your first year, or a VITA veteran looking to find the taxable portion of a client's annuity payments, we have the resources you'll need. If you look through these resources and still have questions, reach out to Rachel Cheeseman.
For VITA Volunteers in the Field
Resources for Volunteers Working on GetYourRefund.org Returns - training guides, videos, and more for volunteers who are working on returns through the Code for America online intake pilot.
Dependent Qualification Calculator – helps determine whether an individual can be claimed as a dependent, as well as the credits for which they may qualify.
Education Credit Calculator – helps determine whether an individual is eligible for an Education Credit, and which credit would be most beneficial.
Pension & Annuity Calculator – helps determine exclusions.
Affordable Healthcare Enrollment assistance - local assisters are available to help taxpayers explore their options and enroll in healthcare coverage. Use the link to help the taxpayer schedule an appointment.
IRS Publication 5307 – an explanation of the latest round of tax reform legislation and its impacts on individuals and families.
IRS Publication 17 – general rules for filing income tax returns. TY '19 VERSION NOW AVAILABLE!
Quick Guide for Other States - contains common tax topics, guidance, and tips to help you complete accurate returns for other states.
Arizona Tax Guide - information on state-related tax items, including credits for property tax paid and charitable giving.
Qualifying Charitable Organizations for AZ Tax Credit – a list of all qualifying charitable organizations in Arizona. AS OF TY '18: organization codes are needed to claim credit. Look for codes in the list of QCOs; look at footnote on the last page for the general code for umbrella organizations and funds.
Qualifying Foster Care Charitable Organizations for AZ Tax Credit – a list of all qualifying foster care charitable organizations in Arizona. AS OF TY '17: List not available as of 1/17.
Arizona Form 201 - completed by a landlord/property manager to provide information necessary for taxpayers to claim AZ PTC.
Property Locator - used to find the property ID needed for AZ PTC for an owned home.
Site Coordinator Handbook – for Site Coordinators
For Self-Guided Training Online
United Way's Quick Help Guide - there are certain hurdles in the certification process that are commonly encountered; we put them together with guidance for navigating them hoping this will save you some steps and frustration in this annual process!
IRS Publication 4012 – the primary on-site consultation guide for VITA volunteers; includes interview tips, decision trees, instructions for data entry in TaxSlayer and more.
IRS Publication 6744 - For those planning to certify as VITA volunteers at any level, the exam questions and scenarios are found in this booklet. A hard copy can be picked up at the United Way office. Call 520.903.9000 and let the operator know when you'd like to pick one up.
TaxSlayer Practice Lab – useful for practice in preparing sample returns and inputting data from various tax forms; use TRAINPROWEB password for landing page, then create or log in to your individual account. For assistance, contact Rachel Cheeseman.
Link & Learn Certification Portal – This is the IRS-provided certification exam portal. Create your account or log in when you're ready to submit answers for any of your VITA Volunteer Certification Exams.
Online Training from United Way of King County – interactive online training modules for certification test prep. (Note: These modules don't always work in Google Chrome. Use Firefox or Internet Explorer as your browser.)
Prosperity Now VITA Training - video modules on various tax topics for a deeper dive on something you covered in training, self-study, or certification test prep.
New Tax Preparer Training by Rae - a collection of slides for first-year tax preparers by United Way's very own Rae Pilarski
IRS Publication 4491 – IRS-provided textbook for learning tax law and the basics of return preparation
IRS Publication 4491-W – IRS-provided workbook with full intake sheets, documents and interview notes of fictional taxpayer situations; returns may be prepared with this content in the TaxSlayer practice lab, but results will not necessarily match the answer key due to changes in the tax code year to year
For Review of In-Class Training
Feel free to re-visit or consult the slide decks from in-class trainings, or see the content of other trainings to better understand the roles filled by other volunteers.