Tax Preparer Training Materials

Tax Preparer Training Materials:

Watch VITA 2021 Season Trainings

CARES Act Updates

"Look-back" provision: Use 2019 taxes for 2020 EITC and Child Tax Credit 

Schedule C Cheat Sheet

State of Michigan Training Material

UWWC State of Michigan Training Slides (2020) (PDF File): Slides used at in-person Michigan Training

Accounting Aid Society State of Michigan Tax Year 2019 Slides (PDF File): Provides detailed explanations of THR, HPC and HHC rules, special situations, and more.

State of Michigan Practice Quiz (2019)

State of Michigan Quiz Answers (2019)

Training Modules:  

Prosperity Now Video ModulesThe best place to start when you're completly new to taxes! Each module includes practice questions at the end

Link & Learn Tax Training, These modules are text based,organized by topic, and include more detailed scenarios to test your knowledge

UWWC Federal Training Slides (2020) (PDF)

TaxSlayer Practice Lab:  

TaxSlayer Practice LabUse password TRAINPROWEB to login, then create your own account. This is a practice lab for the software we use to file taxes that you use for practice scenarios, as well as to complete the test scenarios for your preparer certifications.

VITA Certification

Certification ExamsCreate an account and take the exams needed for certification here

Intake/Exit Specialists: complete the Volunteer Standards of Conduct Exam and the Intake Interview and Quality Review Exam

Tax Preparers: Complete the two above exams, as well as either the Basic or Advanced Exam (Advanced recommended!)

*Additionally you may choose to take the HSA and Military Exams

The VITA Study Guide, points you in the right direction for where to find the needed information for exam questions

Learn more about rideshare taxes here (needed for the Advanced Exam)

  • Check your Advanced Exam Answers HERE 
  • Upload Your Volunteer Agreement Form 13615Congratulations on completing your exams! You are now ready to volunteer in our tax clinic. Form 13615 on VITA Central must be completed and uploaded to this form before you can volunteer.