Goodlettsville – Goodlettsville Branch Library

• Register – Training One (must attend all 3 sessions): Sat., Dec. 2, 9, and 16 – Noon to 3 pm
• Register – Training Two (must attend all 3 sessions): Sat., Jan 6, 13, and 20 – Noon to 3 pm

Murfreesboro – United Way of Rutherford & Cannon Counties

Contact Debbie Curtis to register: debbie.curtis@yourlocaluw.org or 615-552-6845

• Orientation, Volunteer Standards of Conduct, and Greeter/Intake Training: Dec. 9 – 9 am to Noon
• Orientation, Volunteer Standards of Conduct, Greeter/Intake Training, and Intro to Tax Law Training Resources: Every week on Sat., Jan. 6, 13, 20, and 27 – 9 am to 2 pm
• Tax Mentoring: Sat., Jan. 20 and 27 – 11 am to 1 pm 

Clarksville – Montgomery County Public Library

• Register – Orientation, Ethics, Greeter/Intake: Sat., Jan. 6 – 9 am to 12 noon
• Register – Training/Certification for Basic: Sat., Jan. 13 – 9 am to 4 pm
• Register – Training/Certification for Advanced: Sat., Jan. 20 – 9 am to 4 pm
• Register – Practice Lab: Sat., Jan. 27 – 9 am to 12 noon

Franklin – Williamson County Public Library

• Register – Volunteer Orientation and Training: Sat., Jan. 6 – 10 am to 2 pm
  
• Register – Volunteer Training: Sat., Jan 13 – 10 am to 2 pm
  
  

Nashville – Nashville Financial Empowerment Center

• Register – Orientation, Intake Interview, and Tax Law Training: Sat., Jan. 20 – 9 am to 4 pm

In partnership with My True Prosperity, we provide virtual training via live Zoom sessions. This training consists of four 3-hour sessions that will cover all three required IRS certification exams for tax preparers. This training option is available to volunteers certifying as Advanced Tax Preparers.

Click here to view the training schedule.

Click here to register (sse coupon code UWGN2024 to get the training on us!).

Please email vita@unitedwaygn.org for more information.

There are IRS publications and websites to help you prepare for the IRS certification tests. Please pick and choose resources that may be helpful to you.

Volunteer Standards of Conduct Test
Refer to IRS Publication 4961: Volunteer Standards of Conduct (VSOC) – Ethics Training to help you prepare for the Volunteer Standards of Conduct Test.

Intake/Interview & Quality Review Test
Refer to IRS Publication 5101: Intake/Interview and Quality Review Training to help you prepare for the Intake/Interview and Quality Review Test.

Basic and Advanced Tests
You do not have to take Basic first in order to take the Advanced Test. We strongly encourage all volunteer tax preparers to certify Advanced. Approximately 25% of the tax returns require a tax preparer with Advance certification.

IRS Publications

• Publication 4012: Volunteer Resource Guide
  Primary reference tool that provides guidance with tax law through interview tips, narratives, flow charts, diagrams, and graphs.  

• Publication 6744: Volunteer Assistor’s Test/Retest
  A publication with all the test questions that you will face on the Link and Learn certification test, allowing you to work the problems ahead of time.

• Publication 4491: Training Guide
  The guide covers Basic, Advanced and Military topics but Military is optional.  

• Publication 4491-X: Training Supplement
  This usually comes out later in January with any changes, revisions, and additions to previous IRS training publications, e.g., Pub 4012, Pub 4491 and Form 6744.

• Publication 4942: Health Savings Accounts
  This guide was developed to help volunteers assist taxpayers who have a Health Savings Account (HSA)

Websites

• Link & Learn e-Learning
  Link & Learn Taxes is an IRS web-based program that provides 6 certification courses. This is an interactive program that teaches you how to accurately prepare tax returns. You move at your own pace.

• Prosperity Now VITA-Train
  VITA-Train is a modular training program designed by the Taxpayer Opportunity Network. You can choose to go through all the modules or pick and choose which ones to focus on

• Vitaresources.net
  Website created by United Way of Lee, Hendry Glades, and Okeechobee in Florida with lots of helpful information and links.

Military Test (OPTIONAL)
Covers the full scope of returns presented by members of the Armed Forces, Reserve and National Guard. To take this course, you must first be certified as “Advanced.”

Refer to “Military Menu” in Link & Learn and IRS Publication 4491: Training Guide.

Foreign Student Test (OPTIONAL)
Covers the completion of returns for international students and scholars.

Refer to “Foreign Student Menu” in Link & Learn, IRS Publication 4011: Foreign Student and Scholar Volunteer Resource Guide, and IRS Publication 4756: Foreign Student and Scholar Volunteer Tax Return Preparation.