TAX EDUCATION RESOURCES
Link and Learn Home Page
Link & Learn Taxes Linking Volunteers to Quality E-Learning
Link and Learn Certification Paths for E-Learning
Link & Learn Certification Tests, Getting-Started-Job-Aid.PDF
TaxSlayer UserGuide 2021.pdf
IRS Publication 4961 VITA - TCE Volunteer Standards of Conduct - Ethics Training
IRS Publication 5101 Intake - Interview and Quality Review Training 2021-22.pdf
IRS Publication 4491 VITA Training Guide 2021 Returns
IRS Publicatoin 4012 - VITA Volunteer Resource Guide 2021-22
IRS Publication 6744 - VITA Volunteer Assistor's Test - Retest 2021-22
IRS Publication 5088 Site Coordinator Training 2021-22
VITA CE Credits 2021-22
IRS Understanding Taxes: The Quick and Simple Way to Understand Your Taxes
2021 VITA TCE AZ Manual 10-28-21.pdf
2021 Tax Law Training Videos
This videos have been prepared by the Central Arizona VITA Network to assist you with taking the IRS VITA Certifications.
2021 VITA Web Session 1A: Getting started
2021 VITA Web Session 1B: Link & Learn/Resources
2021 VITA Web Session 2A: Filing Status/Dependents
2021 VITA Web Session 2B: Income
2021 VITA Web Session 3A: Income (cont.)/Test strategies
2021 VITA Web Session 3B: Income (cont.) & Adjustments
2021 VITA Web Session 4A: Adjustments (cont.), Deductions, and Credits
2021 VITA Web Session 4B: Credits (cont.)
2021 VITA Web Session 5A: COVID legislation and credits, test strategies
2021 VITA Web Session 5B: ACA, other forms, AZ
2021 VITA Web Session 6: Customer service, FSA, and Volunteer Agreement
Companion Powerpoint Slides
2021 VITA Session 1VITA Training s1 2021.pdf
2021 VITA Session 2 VITA Training s2 2021.pdf
2021 VITA Session 3 VITA Training s3 2021.pdf
2021 VITA Session 4 VITA Training s4 2021.pdf
2021 VITA Session 5 VITA Training s5 2021.pdf
2021 VITA Session 6 VITA Training s6 2021.pdf
VITA TAX ALERTS
VTA 2022-01, Form 6744, VITA/TCE Volunteer Assistor’s Test/Retest Corrections
VTA 2022-02, Certification Testing and Using Form 6744 - UPDATE
VTA 2022-03, Reconciling Advance Child Tax Credit and Economic Impact Payments
SITE PUBLICATIONS
Volunteer Site Coordinator Handbook 2021 Edition
VITA Site Coordinator Corner Web Site
FACT SHEET - For Partners and Employees, Quality Site Requirements for Alternative Filing Models
IRS Publication 3676, IRS Certified Volunteers Providing Free Tax Preparation (Site Poster)
IRS Publication 17, Tax Guide 2021
IRS Publication 4942 - Health Savings Accounts (HSA)
IRS Publication 4299, Privacy, Confidentiality and Civil Rights
IRS Publication 4396, Partner Resource Guide, 2020 Edition
IRS Publication 4836, VITA/TCE Free Tax Programs (Site Poster)
IRS Publication 4053, Your Civil Rights are Protected (Site Poster)
IRS Publication 5455- VITA Reporting Data Breaches 2020-10-00 (002).pdf
IRS Publication 5088, Site Coordinator Refresher Training 2020 EditionIRS Publication 5166, IRS Volunteer Quality Site Requirements
IRS Publication 5310, VITA-TCE Tax Return Quality Review Job Aid.pdf
IRS Publication 5324, Fact Sheet Quality Site Requirements for Alternative Filing Models.pdf
IRS Publication 5362 Fact Sheet for VITA/TCE Filing Season 2021: Continuing Education Credits
Form 6729 QSS Site Review Sheet
2020-21 Virtual VITA for the Website En Sp 1-28-22 .pdf
En and Sp 2020-21 FSA Flyer.pdf
2022 Weekly SPEC OPI Usage Log.xlsx Arizona Returns 2021 - 01312022.pdf
2021-2022 13206 Blank Report.xlsx
VITA SITE FORMS AND POSTERS
2020-21 Greeter-Screener Map - Out of Scope 1-20-2021.pdf
IRS Publication 850 (EN-SP) English-Spanish Glossary of Tax Words and Phrases, 2018.pdf
FSA Instructions Revised Feb 2020.pdf
TaxSlayer Tags and Notes_01_01_2020.pdf
COP Information Sharing Consent.pdf
Volunteer Sign-In 2020.pdf
Taxpayers Responsibility Poster.pdf
VITA Tax Return Quality Review Log 2020.pdf
What We Prepare Poster IRS Pub 3676a.pdf
At Capacity Sign New 2020.pdf
Quality Review Waiting List.pdf
Spanish Taxpayer Declaration 300.pdf
VITA Customer Sign-In Sheet 2020.pdf
VITA Tax Preparers Log With QR 2020.pdf
Chinese Global Carry Forward Consent_.pdf
Spanish Global Carry Forward Poster.pdf
Consents to Use and Disclose Tax Return Information.pdf
English- Spanish 2020-21 VITA Documents Checklist.pdf
VITA Relational Conset 1-22.pdf
Spanish VITA Relational Conset 1-22 .pdf
VITA VOLUNTEER JOB DESCRIPTIONS
VITA Greeter-Screener Job Description.pdf
VITA Tax Preparer Job Description.pdf
VITA Site Coordinator Job Description.pdf
VITA Training Instructor Job Description.pdf
