Training: class materials

All Classes

• Pub. 4012 (Volunteer Resource Guide) and corrections Pub. 4491X

• Pub. 4491 (text book) and corrections Pub. 4491X

• TaxSlayer practice lab: 

  • vita.taxslayerpro.com

  • password: TRAINPROWEB

Pre Training

Introduction to Tax Law Webinar series.
Click here to watch sessions 1-5.
Created by our partners at CASH MD, these videos introduce you to the fundamental concepts of tax law. It's important that you start here if you do not have prior tax knowledge.

01 Tax Fundamentals and Additional Topics 

handouts

• coming soon

slides

• will post after last class

solution sets

• will post after last class

02 Applied Skills and Tax Slayer Return Prep 

handouts

• coming soon

slides

• will post after last class

solution sets

• will post after last class

homework: view these IRS Training Modules

1. Pub. 4961, VITA/TCE VSC – Ethics Training 
   (or in Spanish)

2. IRS intake training
   OR Pub. 5101, Intake/Interview & Quality Review Training
   OR Pub. 5101 in Spanish. 

03: Scenario Review 

• coming soon

slides

• will post after last class

solution sets

• will post after last class

Registering to take the Test and Exam Instructions

• Click for instructions to access the IRS Certification Portal. (also for exam portal issues)

• Click here for instructions on taking the exam
  (also for exam portal issues)

• Known errors in Advanced, Site Coordinator and OPI exams: Volunteer Tax Alert 2025-01 

Getting to Advanced  

Recording: Getting to Advanced Recording

Slides: Getting to Advanced (Coming late January)

• Part A practice problem & solution - coming late-January

• Part B practice problem & solution coming late-January

State Overview, Intake & Exit  

Intake & Exit slides coming late January

State Overview slides coming late January

Practice Scenario coming late January

Recording coming late January

Draft Guide to DC Property Tax Database 

State for Returning Volunteers  

Slides

Draft Guide to DC Property Tax Database 

List of properties exempt from DC property tax 

Site Coordinator Training

IRS Site Coordinator Training Pub. 5088

resource: IRS Intake Interview and QR handbook Pub. 5838

VITA/TCE Handbook for Partners and Site Coordinators Pub. 5683

Identity Theft Affidavit Pub. 14039

Send IRS Feedback on pubs 4012, 6744, 4491

• Volunteers can use the new mobile-friendly Form 15247 to submit recommendations for corrections or updates to the VITA/TCE training materials. (Do not use this form to request changes in scope.)

• To be considered for tax year 2025, submit suggestions by Monday in April 28. 

• Select form, complete all fields marked with an asterisk, and choose Submit Electronically. https://www.irs.gov/dmaf/form/f15247 

Volunteer Standards of Conduct and Intake, Interview and Quality Review

1. Pub. 4961, VITA/TCE VSC – Ethics Training (or in Spanish)

2. Pub. 5101, Intake/Interview & Quality Review Training
   OR Pub. 5101 in Spanish

resource: IRS Intake Interview and QR handbook Pub. 5838

Returning Preparer  

To ensure you cover all the returning preparer material:

• Review Part A recording

  • print packet 1 and follow along to practice filling out this intake form

    • 01_Returning Preparer Intake Practice- Initial Intake Documents

    • 02_ Returning Preparer Intake Practice-Client Documents

    • review completed intake form: 03_Completed intake documents 

  • updated slide deck with solutions 

  • Additional resource: IRS Intake and Quality Review Guide Pub. 5838

• Part A sites:  Returning Preparer: Review & Reminders

  • DRAFT CTA Reminders & Tips

  • 2020/2021 Supplemental Intake

  • Additional Slides: Determining Residency and ITINs

• Part B Slides: Returning Preparer: What’s New

  • Federal What's New: In Pub. 4491, review “Important Changes for 2024” (PDF page 11+) AND Chapter 2: “Temporary Provisions" (PDF page 29+) 

  • AARP quick reference chart

• Part B: Practice return prep

  • Draft of Tina’s Return in TY2023- you may find Teresa  made errors

  • Draft of Tina’s Return in TY2024- you may find Teresa made errors

Quality Review Essentials

How to Quality Review

• • The Fundamentals of Quality Review Handout

  • IRS Pub. 5838 starting on page 19 to see how to use the Quality Review Printset to Review returns.

  • Sample Review: Wednesday

  • Practice Scenarios

    • intake paperwork- both clients

    • QR printset Muddle

    • QR printset McGaffe

On-site Quality Review Tools

• • IRS Quality Review Checklist Pub. 4012, page K-15 (PDF page 277)

  • CTA Quality Review Reminders

  • 2020/2021 Supplemental Intake

  • DRAFT CTA Reminders & Tips

Quality Review Roundtable

• • Pub. 4012 (Volunteer Resource Guide)

  • IRS Pub. 5838 starting on page 19 to see how to use the Quality Review Printset to Review returns.

  • DRAFT CTA Reminders & Tips

  • CTA Quality Review Reminders

  • Practice Review Scenario

    • Client Documents 

    • Intake documents

    • QR printset

On-site Quality Review Tools

• • IRS Quality Review Checklist Pub. 4012, page K-15 (PDF page 277)

  • 2020/2021 Supplemental Intake

  • DRAFT CTA Reminders & Tips

Challenging Topics: Education Benefits

• Education Slides

• Education Scenario

• Scenario solution

Challenging Topics: Pension Income

• Pension Scenario

• Pension Solution

• Pension recording

• Pension Slides

Challenging Topics: Self-Employment

Form Schedule C  and   instructions

coming soon

• Self Employment Slides

• Self Employment scenario

• Self employment solution

• Self employment class recording