We are currently holding training sessions for 2013. If you would like information about training sessions or volunteering, please email Courtney Champion. To sign up for a training session, click here.
SaveFirst Training Slides
SaveFirst Advanced Slides
SaveFirst Availability Forms
If you would like information about volunteering at one of our tax sites, or you have not yet completed an availability form, please email Courtney Champion.
Birmingham – UAB GCLH Woodlawn Students Only
IRS Publication Resources
2011 IRS Publication 4491 (Student Training Guide)
IRS Publication 4491-X (Student Training Guide Updates)
IRS Publication 4012 (Spiral Resource Guide)
IRS Publication 17 (Your Federal Income Tax)
IRS Certification Information
In order to volunteer, you you will need to pass the IRS certification test with a score of 80%. You can find a copy of the Basic Certification Test below. Remember to use TaxWise where necessary. When you are ready to submit your answers, follow the ClassMarker link below.
Please make sure you are using twonline.taxwise.com/training11 when completing your basic test. If you are using the correct software, your screen will be brown.
2012 IRS Publication 6744 (Volunteer Test Booklet)
ClassMarker – Submit your basic test answers here
2012 IRS Basic Certification Test
2012 IRS Intermediate Certification Test
2012 IRS Advanced Certification Test
Handouts for Tax Sites
Tax Preparation Process Handout
Child & Dependent Care Credit Interview Questions
Consent to Use and Disclose Form
Volunteer / Student Sign-in Sheet
TaxWise Online Software
TaxWise is a great resource for you to learn to prepare returns correctly. When you log in to the website, your username is your last name + first initial in CAPS (e.g., Randall Smith would be SMITHR).
2011 TaxWise Online Training Site (requires Internet Explorer)
Free Online Tax Filing
Taxpayers who are unable to visit one of our tax sites and make less than $57,000 can file their taxes for free online at the following website:
Site Coordinator Information
VITA Site Coordinator Handbook (IRS Publication 1084)
Volunteer E-file Administrator Guide (IRS Publication 3189)
Additional Resources
Defined Benefit Pension Plans (not subject to Alabama tax)
**Note: This is not an exhaustive list. If the retirement plan in question is not listed here, call the Alabama Department of Revenue or the plan administrator (e.g., Fidelity or Morgan Keegan) to determine if the plan is a defined benefits plan.
Alabama Department of Industrial Relations
Quality Alerts
Volunteer Survey – to be completed by all volunteers at Training A
