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 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 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.
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
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).
TaxWise Online Training Site (requires Internet Explorer)
Site Coordinator Information
VITA Site Coordinator Handbook
Volunteer E-file Administrator Guide
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.
