Volunteer Corner
Get ready for VITA Latino by using the resources on this page.
VITA Latino 2025 training materials
Updated December 2024
Virtual Volunteer Orientation recording:
Recorded on December 11, 2024.
Volunteer Orientation presentation:
Links and important information
Training Links
Learn:
You can access the training information in a self-paced interactive course via Link & Learn Taxes or in PDF format in Publication 4491
- Link and learn taxes: https://apps.irs.gov/app/vita/
- Spanish version https://apps.irs.gov/app/vita/lang/es/index.jsp
Exam questions
The questions for the Basic and Advanced certifications are included in the Volunteer Assistor’s Test/Retest, form 6744: https://www.irs.gov/pub/irs-pdf/f6744.pdf Spanish version https://www.irs.gov/pub/irs-pdf/f6744sp.pdf
Strongly consider using “check and learn” exams as a practice to check your answers before taking the exams: https://www.vitaresources.net/studyguides.html
Training PDFs:
- Volunteer standards of conduct: irs.gov/pub/irs-pdf/p4961.pdf
- Intake/Interview and Quality review training: llstaticuploads.s3.amazonaws.com/media/p5101.PDF. Intake/Interview and Quality Review form: irs.gov/pub/irs-pdf/f13614c.pdf
- Reference guide (a physical copy will be provided during the in-person training): https://www.irs.gov/pub/irs-pdf/p4012.pdf Spanish version: https://www.irs.gov/pub/irs-pdf/p4012sp.pdf
Practice Lab:
Practice Lab, the practice version of TaxSlayer (the software used to prepare taxes), is used to complete practice and exam scenarios.
The detailed instructions can be found at the bottom of the Link and Learn website, in short:
Practice lab link https://vita.taxslayerpro.com/IRSTraining
On the access page, use the universal password “TRAINPROWEB”
Create an account for training purposes.
Turn off pop-up blockers to view the training.
Take the exams:
All exams are open-book style, and you have two attempts.
- Certification tests: https://linklearncertification.com/
- BEFORE TAKING AN EXAM, PLEASE READ Volunteer Tax Alerts: https://www.irs.gov/individuals/quality-and-tax-alerts-for-irs-volunteer-programs
Once approved:
Email the Buenas Finanzas Carolinas team your signed Volunteer Agreement www.vitaresources.net/agreement.html. Your partner's name is “VITA Latino - Common Wealth Charlotte.”
If you need Continuing Education Credits:
Read the Fact Sheet https://www.irs.gov/pub/irs-pdf/p5362.pdf
Other sources of practice and information:
- All, from videos, slides, and even how to add this experience to your resume: https://www.vitaresources.net/
- Practice quizzes: https://www.vitaresources.net/quizzes.html
- Study Guides: https://www.vitaresources.net/studyguides.html