Sign Up For Shifts HERE!
Tax Preparer Resources
Publication 4012, VITA Resource book, your best friend and resource for tax season. Publication 4012 is the VITA/TCE Volunteer Resource Guide. This guide has tables, step by step answers, and in depth info for how to input things in Taxslayer
Publication 17, Official IRS Tax Guide (not updated for 2019 at this time)
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
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
Dependent Calculator to help you determine what credits dependents are eligible for
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 Basic Exam Answers HERE
- Check your Advanced Exam Answers HERE
- Check your Health Savings Account 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.
State and Local Helpful Information:
State of Michigan Quick Guide (coming soon for 2019)
Michigan 4012: A Michigan version of the Publication 4012! Developed by an AARP Volunteer.
State of Michigan Pension Tier Chart 2019: Quick reference for determining subtractions for Retirement Income
Service Fee Housing List (coming soon for 2019)
Calculating Total Household Resources (and Checklist)
State of Michigan Training Material
UWWC State of Michigan Training Slides (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.
University Student Training Material
Main Slidedeck- U of M
Main Slidedeck - EMU
-Create New Account
- 01-Vita Volunteer
- No, No, No, Yes
- Skip the last four questions (unless you need them for continuing education credit)