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)
Prosperity Now Video Modules, The 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 Lab, Use 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.
Certification Exams, Create 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 13615, Congratulations 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.