VITA Volunteer Resources

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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

linkLink & 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 Edition​
IRS 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

linkVITA Greeter-Screener Job Description.pdf

linkVITA Tax Preparer Job Description.pdf

linkVITA Site Coordinator Job Description.pdf

linkVITA Training Instructor Job Description.pdf