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

IRS Publication 5379 - FAQ for Link and Learn Test 2020

linkLink & Learn Certification Tests, Getting-Started-Job-Aid.PDF 

Taxslayer Pro-Online-Support-Guide 2019-20.pdf

IRS Publication 4961 VITA - TCE Volunteer Standards of Conduct - Ethics Training

IRS Publication 5101 Intake - Interview and Quality Review Training 2020-21.pdf

​IRS Publication 4491-X Training ​Manual 2020 ​

IRS Publicatoin 4012 - VITA Volunteer Resource Guide

IRS Publication 6744 - VITA Volunteer Assistor's Test - Retest 2020

IRS Publication 5088 Site Coordinator Training 2020

IRS Understanding Taxes: The Quick and Simple Way to Understand Your Taxes

AZDOR 2020-21 MCVN Training Powerpoint.pdf


 VITA Tax Law Training Videos 2020

VITA Tax Law Training Session 1 of 6

VITA Tax Law Training Session 2 of 6

VITA Tax Law Training Session 3 of 6

VITA Tax Law Training Session 4 of 6

VITA Tax Law Training Session 5 of 6

VITA Tax Law Training Session 6 of 6

 

VITA TAX ALERTS

VTA 2021-01 Certification Testing and Using Practice Lab

VITA 2021-02 Certification Testing and Using Practice Lab - UPDATE​

VITA 2021-03 Product Updates and New Legislation

VITA 2021-04 Publication 4012 Update​

VITA 2021-05, Economic Impact Payments for Residents of U.S. Territories​

VTA 2021-06, Validating Prior Year Adjusted Gross Income for 2020 Electronic Tax Return

VTA 2021 -07, Claiming Recovery Rebate Credits​​​​

VTA 2021-08, Identity Theft Involving Unemployment Benefits​


 QSRA 2021-01 Taxpayer and Volunteer Expired Photo Identification Guidance

QSRA 2021-02 Quality Oversight Reviews​

 

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 17 - 2020 Tax Guide for Individuals

IRS Publication 3676, IRS Certified Volunteers Providing Free Tax Preparation (Site Poster)

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 2020: Continuing Education Credits

Form 6729 QSS Site Review Sheet

​​​English and Espanol 2020-21 FSA (Do It Yourself) Flyer.pdf

2020-21 Drop Off Flyer English and Espanol.pdf


 

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 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