Volunteer Training Resources
Thank you for volunteering with Tax Help Colorado! We greatly appreciate volunteers, like you, who give your time and effort to help us serve thousands of taxpayers each year. Below are resources to help you on your volunteer journey. For general information about the volunteer experience, visit our volunteer page.
Learn More About VolunteeringVOLUNTEER RESOURCES
The resources linked here will help you through your training, certification and volunteer experience. Click to expand and learn more. For questions, please contact taxhelpco@unitedwaydenver.org.
- Publication 4012 – Your go-to guide for training and certification, the 4012 contains helpful instructions for preparing accurate tax returns. Tax-certified volunteers should become familiar with the 4012 throughout training.
- Track It Forward– Register for virtual open labs, sign up for volunteer shifts, and log your hours.
- Link & Learn – Volunteers must certify each year by taking the exam(s) on Link & Learn. Professionals who volunteer can also access CE credits through their L&L profile.
- TaxSlayer Practice Lab – Prepare returns for the certification exams through a practice version of TaxSlayer. Initial password is: TRAINPROWEB.
- IRS Certification Exams (Publication 6744)– Volunteers are required to pass certain IRS certification exams based on their desired role. Find the electronic test booklet here. Physical copies are available upon request.
- Publication 4491 – The IRS’s VITA training guide provides additional information and context to the Tax Help Colorado Volunteer Training Guide.
- Publication 5101– Intake/Interview & Quality Review Training
- Publication 4961 – Volunteer Standards of Conduct – Ethics Training
- Colorado Tax Aide – Useful tools and calculators
- ACA Income Exemption Tool – Use this tool to determine if taxpayers qualify for an income-related exemption from paying the health coverage penalty (available for years 2016-18)
- Rideshare Resources – Useful information for rideshare drivers when figuring their income, deductions, quarterly payments, etc.
- First-time homebuyer credit lookup tool – Use this tool to lookup necessary information for the 2008 first-time homebuyer credit account.
TRAINING INFORMATION
Training videos and resources will be posted starting in December 2026 using our Learning Management System, Circle. Please contact jen.ging@unitedwaydenver.org if you have any questions regarding volunteer training between now and December 2026.
If you are interested in learning more about receiving continuing education (CE) credits for your volunteer service, please see Publication 5362. Continuing education credits require advanced certification.
In person Training Calendar
CONTACT US
Have questions? Fill the following form or email taxhelpco@unitedwaydenver.org.
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