Training Resources

Training Resources
 Resource      Comment
 TaxPrep4Free Student page  TaxPrep4Free.org provides support to volunteers volunteers involved in  the various IRS sponsored free tax preparation programs. 
 IRS VITA/TCE Central -CERTIFICATION TEST Lets you find your most frequently used tools on one page; certification tests,  training and testing PDFs, evaluations, Practice Lab, instructor tools and more!
 Pub 4961 VITA/TCE Volunteer Standards of Conduct - Ethics Training
 Pub 5101 Intake/Interview and Quality Review Training
 Pubs  Pub 4491 NTTC Modified
 VITA/TCE Training guide, NTTC Modified 10-1-19
 Pub 4012 w/ NTTC TY2019 Rel 2  PUB  4012 with AARP NTTC TY 2019 Updated 1/27/20
 Pub 6744 VITA/TCE Volunteer Assistor’s Test/Retest
 Pub 4942 VITA/TCE Specialty Courses – HSA Test/Retest
 Education Calculator Video Video on How to use the Bogart Education Credit Calculator
 Link & Learn Advanced Course  Direct URL to the Link and Learn Advanced course.
 2019 NTTC Workbook  Practice returns created by National Tax Training Committee
 2019 NTTC Workbook Answers Using PL2018    
 Answers to Workbook Problems using Practice Lab 2018
 2019 How to Take Certification Test      New! Detail instructions on taking test on Link & Learn
 SLIDES 
 2019 LC Meeting Slides Slides from LC Meeting 11/18/19
 2019 TaxSlayer Refresher Training Slides from Returning Volunteer Refresher Training 11/20/19
 2019 Slides from New Volunteer Training Slides from New Volunteer Training 12/3, 4 &10/2019
2019 For Hire Driver Slides
Slides for Uber/Lyft/ Grub Hub type returns
 2019 Intro to Chromebook    New! Slides on Chromebook Introduction
 TY2019 2 day Review Slides 2019 Two Day Review Slides from Jan 7&8 and 14&15
         Andrews Tax Law Slides Tax Law Slides for Andrews
         Baker Tax Law Slides Tax Law Slides for Baker
         Caldwell Tax Law Slides Tax Law Slides for Caldwell
         Davenport Tax Law Slides 
 2019 ERO Training Slides for ERO Training 1/22/20
 TY 2019 Open Session Slides from Special Topic & Open Session Training 1/21/20
         Property Tax & Recovery Exercise Property Tax & Recovery Exercises with answers & explanations
 TY2019 NJ Dept Taxation Presentation NJ Dept of Taxation Slides at All Hands Meeting 1/24/20
         PTR Income Limits NJ 2019 Handout on PTR Income Limits
         What's new In 2019 NJ 2019 Handout On Income Tax Changes in 2019
         NJ Worksheets NJ 2019 Handout of NJ Worksheets
 EXERCISESExercises done at the 2019 training
 White - Scenario Refresher Training Problem Scenario
 White - Intake Sheet Interview Intake Sheet
 White - Printed Return Final Printed Return
 White - NJ checklist Completed NJ Checklist 
  
 Andrews - Intake Interview Sheet  Marked up Intake Sheet
 Andrews - Interview Notes Interview Notes and Refund Monitor
 Andrews - Scenario Basic scenario
 Andrews - Step by Step Instructions  Detailed instructions
 Andrews - NJ Checklist Completed NJ Checklist
 Andrews - Printed Return Final Printed Return
       Baker - Interview Intake Sheet  Marked up Intake Sheet
       Baker - Interview Notes Interview Notes and refund monitor
       Baker - Scenario Basic Scenario
       Baker - Step by Step Instructions  Detailed Instructions
       Baker - NJ Checklist Completed NJ Checklist
       Baker - Printed Return Final Printed Return
 Caldwell - Intake Interview Sheet Marked up Intake Sheet
 Caldwell - Interview Notes  Interview Notes and refund monitor
 Caldwell - Scenario Basic Scenario
 Caldwell - Step by Step Instructions  Detailed Instructions
 Caldwell - NJ Checklist Completed NJ Checklist
 Caldwell - Printed Return Final Printed Return
       Davenport - Intake Interview Sheet Marked up intake sheet
       Davenport - Interview Notes Interview Notes and refund monitor
       Davenport - Scenario  Basic Scenario
       Davenport - Step by Step Instructions Detailed instructions
       Davenport - NJ Checklist Completed NJ Checklist
       Davenport - Annuity Calculator Completed Bogart Annuity Calculator
       Davenport Sales Tax Calculator Completed Sales Tax Calculator
       Davenport Sales Tax Refund Wkt Completed Sales Tax Refund Worksheet
       Davenport - Printed Return Final Printed Return
  

 Link & Learn 
 
 TaxSlayer
Practice Lab

http://www.voltaxprep.com/
TaxSlayer Pro Practice Lab 
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  978k v. 1 Jan 13, 2019, 12:40 PM Burlington Taxaide
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  18424k v. 1 Nov 17, 2019, 11:20 AM Burlington Taxaide
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  4869k v. 1 Mar 30, 2017, 10:54 AM Burlington Taxaide
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A "How to" document on customizing this template.   1358k v. 1 Oct 29, 2013, 7:32 AM Burlington Taxaide
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Word Version of Site Guide to edit and customize.  1090k v. 1 Oct 29, 2013, 7:32 AM Burlington Taxaide
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Word version of Tax Tips to edit and customize as needed.  32k v. 1 Oct 29, 2013, 7:32 AM Burlington Taxaide
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Word version of TWO Instructions to edit and customize .  445k v. 1 Oct 29, 2013, 7:32 AM Burlington Taxaide