2025 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 training classes:
In-Person & Live Virtual Classes have concluded for the season. Instead, please watch our previously recorded classes below:
Basic Part 1
Basic Part 2
Advanced Part 1
Advanced Part 2
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
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 have concluded for the season.
Please watch a recording of the orientation here.
Quality Review Training
All advanced certified volunteers are highly encouraged to complete our Quality Review training, as QR is an incredibly important aspect of the VITA program and often where we need additional help!
Quality Review ALL STARS 2025 Training - 3/3/25 Recording
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. (Hard copies available at CWF's main office.)
Pub. 6744 - Test booklet with all Link&Learn Certification exam questions. (Hard copies available at CWF's main office.)
Pub. 4491 - VITA training guide for supplemental info or self-certification.
Pub. 5299 - Quality Review refresher
Pub. 4011 - Foreign Student Resource Guide
Supplemental Resources
2024 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.
2024 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.
