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Training Resources

Link & Learn Online Training

  • You can start your tests at any time, save your progress, and return to them later.
  • There isn’t any time limit for the tests.
  • You have 2 attempts at each certification.
  • Before you start any in-class training, be sure to complete the first two certification tests: the Volunteer Standards of Conduct Exam (i.e. Ethics test) and the Intake/Interview Exam (another short 10 question test).

Instructions to access Link & Learn Training

TaxSlayer Practice Lab

Instructions to access the Practice Lab

 


IRS Publications

Click on a publication to download it

4012: Volunteer Resource Guide

4961: Volunteer Standards of Conduct Training

5101: Intake/Interview & Quality Review Training

Publication 17

Form 13614-C: Intake/Interview & Quality Review Sheet


Site Coordinators

1084: Site Coordinator Handbook