Tax Help Colorado Volunteer Training Guide – Our training guide includes tax training, practice quizzes and tax returns, and other resources. 2021 Volunteer Training Guide is now available. Click here for a printer-friendly black + white version.
Tax Help Colorado YouTube Channel – Access our library of training videos. Videos are periodically added November through January.
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.
IRS Certification Exams – 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
Practice Tax Returns – Optional tax returns for volunteers to gain additional practice in the TaxSlayer Practice Lab. This document will be updated as new practice returns are added.
Practice Tax Return Answers– Completed Forms 1040 for the practice returns from the Volunteer Training Guide and supplemental practice returns. This document will be updated as new returns and answers are added.
TaxSlayer Practice Return (Beringer) – The following video is a step-by-step demo for the Beringer return from chapter 5 of the Tax Help Colorado Training Guide.
Get Your Refund – The Hub Training – This video covers The Hub, the Get Your Refund software platform utilized by virtual volunteers.