Certification Testing

Link and Learn Training (click on Certification Paths tab, choose Advanced or Basic)
Link and Learn Certification Dashboard (Login Instructions) (Alert-2025-01 6744 (1) some bad test questions)
Publication 4012: Volunteer Resource Guide
Publication 4491: Volunteer Training Guide (covers same material as Link & Learn Training)
Publication 6744: Test Booklet (you can do the test here and transfer your answers to the online certification system later)
Publication 4961: Volunteer Standards of Conduct (everyone needs to pass the VSOC certification)
Publication 5101: Intake Interview and Quality Review (reviews material gathered on the 13614-C intake form and covers the quality review process.
Publication 5088: Site Coordinator Training

Return Preparation

Taxslayer (This is where we’ll prepare taxes. While training you’ll use the Practice Area to do sample returns. The universal password for the Practice Area is TRAINPROWEB. If you’re new to the system, you’ll need to set up an account after entering the universal password.)

Site Documents

Publication 17: Your Federal Income Taxes
Publication 4299: Privacy, Confidentiality & Civil Rights

Client Forms

Form 13614-C: Intake Interview and Quality Review Sheet
Form 13614-CS: Spanish