2021 volunteer resources

Table of Contents

TAX EDUCATION RESOURCES

Link and Learn Home Page
Link & Learn Taxes Linking Volunteers to Quality E-Learning

Link and Learn Certification Paths for E-Learning

IRS Publication 4961 VITA – TCE Volunteer Standards of Conduct – Ethics Training

IRS Publication 5101 Intake – Interview and Quality Review Training 2021-22.pdf

IRS Publication 4491 VITA Training Guide 2021 Returns

IRS Publication 4012 – VITA Volunteer Resource Guide 2021-22

IRS Publication 6744 – VITA Volunteer Assistor’s Test – Retest 2021-22

IRS Publication 5088 Site Coordinator Training 2021-22

VITA CE Credits 2021-22

IRS Understanding Taxes: The Quick and Simple Way to Understand Your Taxes

2021 VITA TCE AZ Manual 10-28-21.pdf

2021 Tax Law Training Videos

These videos have been prepared by the Central Arizona VITA Network to assist you with taking the IRS VITA Certifications.  

2021 VITA Web Session 1A: Getting started

2021 VITA Web Session 1B: Link & Learn/Resources

2021 VITA Web Session 2A: Filing Status/Dependents

2021 VITA Web Session 2B: Income

2021 VITA Web Session 3A: Income (cont.)/Test strategies

2021 VITA Web Session 3B: Income (cont.) & Adjustments

2021 VITA Web Session 4A: Adjustments (cont.), Deductions, and Credits

2021 VITA Web Session 4B: Credits (cont.)

2021 VITA Web Session 5A: COVID legislation and credits, test strategies

2021 VITA Web Session 5B: ACA, other forms, AZ

2021 VITA Web Session 6: Customer service, FSA, and Volunteer Agreement

VITA TAX ALERTS

VTA 2022-01, Form 6744, VITA/TCE Volunteer Assistor’s Test/Retest Corrections ​

VTA 2022-02, Certification Testing and Using Form 6744 – UPDATE 

VTA 2022-03, Reconciling Advance Child Tax Credit and Economic Impact Payments

SITE PUBLICATIONS

Volunteer Site Coordinator Handbook 2021 Edition

VITA Site Coordinator Corner Web Site

FACT SHEET – For Partners and Employees, Quality Site Requirements for Alternative Filing Models

IRS Publication 3676, IRS Certified Volunteers Providing Free Tax Preparation (Site Poster)

IRS Publication 17, Tax Guide 2021​

IRS Publication 4942 – Health Savings Accounts (HSA)​

IRS Publication 4299, Privacy, Confidentiality and Civil Rights

IRS Publication 4396, Partner Resource Guide, 2020 Edition​

IRS Publication 4836, VITA/TCE Free Tax Programs  (Site Poster)

IRS Publication 4053, Your Civil Rights are Protected (Site Poster)

IRS Publication 5455- VITA Reporting Data Breaches 2020-10-00 (002).pdf

IRS Publication 5088, Site Coordinator Refresher Training 2020 Edition​
IRS Publication 5166, IRS Volunteer Quality Site Requirements

IRS Publication 5362 Fact Sheet for VITA/TCE Filing Season 2021: Continuing Education Credits

Form 6729 QSS Site Review Sheet

Arizona Tax Returns – TaxSlayer