Tax Training Program

By:    Date: 01-25-2012

Note:  Our training sessions are now complete for the 2012 tax season.  If you would like to receive information on online training resources, please email Channing Kennedy.

SaveFirst Training Slides

SaveFirst Basic Slides

SaveFirst Intermediate Slides

SaveFirst Advanced Slides

SaveFirst Availability Forms

If you have not yet filled out an online availability form, please email Channing Kennedy.

IRS Publication Resources

IRS Publication 4491 (Student Training Guide)

IRS Publication 4012 (Spiral Resource Guide)

IRS Publication 17 (Your Federal Income Tax)

IRS 1040 Instructions

Internal Revenue Service

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.

IRS Basic Certification Test

ClassMarker — submit your basic test answers here

IRS Intermediate Certification Test

IRS Advanced Certification Test

Handouts for Tax Sites

Tax Preparation Process Handout

Child & Dependent Care Credit interview questions

Intake & Interview Sheet

Consent to Use and Disclose Form

Taxpayer Sign-in Sheet

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).

TaxWise Online Training Site (requires Internet Explorer)

Site Coordinator Information

VITA Site Coordinator Handbook

Volunteer E-file Administrator Guide

Civil Rights Poster (English)

Civil Rights Poster (Spanish)

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