Tax preparation for training and a resource utilized at all VITA sites. (hard copies are available for pickup from nearest CSET VITA location.)
Test booklet for all certification exams on Link & Learn. (hard copies are available for pickup from your nearest CSET VITA location.)
Publication 4491 VITA Training Guide
This training material will introduce you to the major components of the Volunteer Income Tax Assistance and Tax Counseling for the Elderly (VITA/TCE) return preparation process. This booklet is available online for your review.
VITA/TCE Training Supplement. Volunteer Income Tax Assistance (VITA) / Tax Counseling for the Elderly (TCE) 2021 RETURNS. This booklet is available online for your review.
This training is designed to encourage all volunteers to follow a thorough and consistent Intake/Interview and Quality Review process.
Publication 17 covers the general rules for filing a federal income tax return. It supplements the information contained in your tax form instruction booklet. It explains the tax law to make sure you pay only the tax you owe and no more.
Quality and Tax Alerts for IRS Volunteer Programs
The Alerts are intended for partners and volunteers who participate in the volunteer tax assistance programs sponsored by IRS. Each Alert highlights issues to watch for when preparing tax returns during the filing season at volunteer tax assistance sites. Alerts will be posted as they become available.
VITA/TCE Handbook for Partners and Site Coordinators
The Alerts are intended for partners and volunteers who participate in the volunteer tax assistance programs sponsored by IRS. Each Alert highlights issues to watch for when preparing tax returns during the filing season at volunteer tax assistance sites. Alerts will be posted as they become available.