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
IRS Publication 5358 Filing Season 2023: VITA Training and Site Materials for SPEC Partners and Employees
IRS Publication 4012 - VITA Volunteer Resource Guide
IRS Publication 4012 Updates-1.27.2023.pdf
IRS Publication 4299, Privacy, Confidentiality, and Civil Rights
IRS Publication 4961 VITA - TCE Volunteer Standards of Conduct - Ethics Training
IRS Publication 4491 VITA Training Guide
IRS Publication 5088 Site Coordinator Training
IRS Publication 5101 Intake - Interview and Quality Review Training
IRS Publication 5166 VITA/TCE Volunteer Quality Site Requirements
IRS Publication 5353 Intake/Interview &Quality Review Policy
IRS Publication 5377 Practice Lab for VITA/TCE Partners and Volunteers
IRS Publication 5683, VITA/TCE Handbook for Partners and Site Coordinators
IRS Publication 6744 - VITA Volunteer Assistor's Test-Retest
VITA CE Credits
IRS Understanding Taxes: The Quick and Simple Way to Understand Your Taxes
2022 - 23 VITA Training Videos
Links to the updated training videos for 2022. These are edited versions of the 2021 videos to reflect changes for 2022:
What’s New for Arizona – TY2022
VITA TAX ALERTS 2022-23
VTA 2023-01, Voter Registration Information (irs.gov)
VTA 2023-03, EITC updates
QSRA 2023-01 Quality Reviews.pdf
VTA 2023-04.pdf
VTA 2023-05, State Payment Tax Guidance
SITE PUBLICATIONS
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 2022
IRS Publication 4942 - Health Savings Accounts (HSA)
IRS Publication 4299, Privacy, Confidentiality, and Civil Rights
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
IRS Publication 5088, Site Coordinator Refresher Training
IRS Publication 5166, IRS Volunteer Quality Site Requirement
IRS Publication 5310, VITA Tax Return Quality Review Job Aid
IRS Publication 5324, Fact Sheet Quality Site Requirements for Alternative Filing Models.pdf
IRS Form 6729 -D (2022) VITA Site Review Sheet
VITA SITE FORMS AND POSTERS
2022-23 013614-C Client Intake Sheet Eng
2022-23 013614-C Spa
13206 Blank Report.xlsx (Due the 3rd of each month)
6729 - D Site Review Sheet
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
Volunteer Sign-In.pdf
Taxpayers Responsibility Poster.pdf
VITA Tax Return Quality Review Log.pdf
What We Prepare Poster IRS Pub 3676a.pdf
At Capacity Sign New.pdf
Quality Review Waiting List.pdf
Spanish Taxpayer Declaration 300.pdf
VITA Customer Sign-In Sheet.pdf
VITA Tax Preparers Log With QR.pdf
Chinese Global Carry Forward Consent_.pdf
English- Spanish 2020-21 VITA Documents Checklist.pdf
VITA Relational Consent 1-22.pdf
Spanish VITA Relational Consent 1-22.pdf
2022 Weekly SPEC OPI Usage Log.xlsx
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
