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.
IRS Publication Resources
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.
Handouts for Tax Sites
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
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.