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 

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 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 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 (not yet available 11-10-22)​

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

​​​VITA CE Credits 

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


VITA TAX ALERTS 2022-23​

VTA 2023-01, Voter Registration Information (irs.gov)


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 (not yet available 11-10-22)​

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 Requirements

​IRS Publication 5324, Fact Sheet Quality Site Requirements for Alternative Filing Models​.pdf

VITA SITE FORMS AND POSTERS

13206 Blank Report.xlsx  (Due the 3rd of each month)

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

linkVITA Greeter-Screener Job Description.pdf

linkVITA Tax Preparer Job Description.pdf

linkVITA Site Coordinator Job Description.pdf

linkVITA Training Instructor Job Description.pdf



 TAX Year 2021-22 Resources 

IRS Publication 17, Tax Guide 2021​

TaxSlayer UserGuide 2021.pdf

​​2020-21 Greeter-Screener Map - Out of Scope 1-20-2021.pdf

Arizona Returns 2021 - 01312022.pdf​​

2021 VITA TCE AZ Manual ​10-28-21.pdf

2021 Tax Law Training Videos

These 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