If the links are not live, please check back. We are posting practice labs and additional resource guides as we receive them. We are awaiting for final revisions from the IRS and NYS to complete our practice labs.

• Certification Link: https://linklearntaxescertification.com

For all trainings: 

• IRS Publication 4012
• IRS Form 6744

Required Into Training: (Standards of Conduct and Intake/Interview)

• Introduction
  • Introduction to VITA Presentation Slides
  • 2024 Video Introduction to VITA
• IRS Publication 4299 Public Trust
• IRS Publication 4961 Volunteer Standards of Conduct – Ethics Training

Basic Tax Preparer Certification Training:

Basic Tax Preparation Training – Presentation Slides

• Basic Practice Lab A
  • 2024 Video of Basic Certification – Practice Lab A
• Basic Practice Lab B
  • 2024 Video of Basic Certification Practice Lab B
• Basic Practice Lab C
  • 2024 Video of Basic Certification – Practice Lab C

Advanced Tax Preparer Certification Training:

Advanced Tax Preparation Training – Presentation Slides

• Advanced Practice Lab D
  • 2024 Video Advanced Certification Practice Lab D
• Advanced Practice Lab E
  • 2024 Video Advanced Certification Practice Lab E
• Advanced Practice Lab F
  • 2024 Video Advanced Certification Practice Lab F

Additional optional materials:

• IRS Publication 596 Earned Income Credit
• IRS Publication 17 Tax Guide
• IRS Form 1040
• IRS Publication 1040 Instructions
• IRS Publication 4491, Training Guide