2026 Volunteer Training Information
Step-by-Step Training guide (with links!)
1. Complete Coassemble Courses #1 & #2
2. Complete initial Link&Learn exams (required for ALL volunteers):
Volunteer Standards of Conduct
Intake/Interview
3. Complete Coassemble Courses #3 & #4 (TaxSlayer courses)
4. Complete Basic and/or Advanced Tax training classes:
In-Person Classes (click to RSVP)
Virtual Classes (click to RSVP)
5. Complete certification Link&Learn exams (Basic and/or Advanced)
6. Upload your Volunteer Agreement to your Volunteer Profile!
How to Upload your Volunteer Agreement
Training Classes - Virtual & In-Person Schedule
Virtual Volunteers
If you plan on volunteering remotely with our Virtual Tax Preparation program, please review the following items prior to your first shift:
1. Complete Coassemble Courses:
2. Review Hub Trainings:
3. Attend a Virtual Volunteer Orientation:
Virtual Volunteer Orientations will take place in mid-January. Keep an eye on your email for dates/times!
Training Resources
Quick Links
Coassemble (for introductory online courses)
Link&Learn (for IRS certification exams)
TaxSlayer Practice Lab (password: TRAINPROWEB)
IRS Publications
Pub. 4012 - Main "textbook" for VITA volunteers.
Pub. 6744 - Test booklet with all Link&Learn Certification exam questions.
Pub. 4491 - VITA training guide for supplemental info or self-certification.
Pub. 5299 - Quality Review refresher
Pub. 4011 - Foreign Student Resource Guide
Supplemental Resources
2025 IRS Certification Exam Study Guides
These are great tools that provide hints and Pub. 4012 reference pages to help you with each question on the IRS exams.
2025 IRS Certification Exam Answers Check
Before you submit your exam on the IRS certification site, input your answers in these online forms to check your work. Feedback is given--if you get a question incorrect, it will guide you to the resource you should review.
