Thank you for making a difference in your community by volunteering with Tax-Aid!
The grid below outlines the training we recommend for you to complete so you have the most successful volunteer experience at the tax site. The links below contain access to videos and PDF handouts. You can access the videos and PDF handouts in two ways:
- Copying and pasting the links directly into your browser or
- Download 2016 Tax-Aid Volunteer Training and click on the links
Each module includes both audio and visual portions so please make sure you have speakers or headphones connected to your computer.
2016 Tax-Aid Volunteer Training – Download and click on the to access training.
Tax-Aid Recommended Volunteer Training by Volunteer Roles 2015
✔ = recommended ★ = optional| Training (Length) | Greeter | Translator | New Tax Preparation Volunteer | Experienced Tax Preparation Volunteer | Access Training Link by coping and pasting into your browser | Access Training handout by copying and pasting the link into your browser Click on the link to view PDF |
|---|---|---|---|---|---|---|
| Welcome to Tax-Aid (5 minutes) | ✔ | ✔ | ✔ | ✔ | https://www.youtube.com/watch?v=rXmbZZvCvmI&feature=youtu.be | http://www.tax-aidtraining.org/assets/train_pres_well.ethics.pdf |
| General Information (9 minutes) | ✔ | ✔ | ✔ | ✔ | https://www.youtube.com/watch?v=-SVrjf27RWM&feature=youtu.be&list=PLNat7hMJF_Wez6jK5YJSQTOAJgauOQiRK | https://www.tax-aid.org/wp-content/uploads/2015/01/Tax-Aid-General-Information1.pdf |
| Tax Law Basics 7 modules (1.25 hours) | ✔ | ✔ | ✔ | https://www.youtube.com/watch?v=u-1xIUVYOyU&list=PLNat7hMJF_Wez6jK5YJSQTOAJgauOQiRK&index=2 https://www.youtube.com/watch?v=cNCuuWGzU_k&index=3&list=PLNat7hMJF_Wez6jK5YJSQTOAJgauOQiRK https://www.youtube.com/watch?v=gOWHPyFnfZE&index=4&list=PLNat7hMJF_Wez6jK5YJSQTOAJgauOQiRK https://www.youtube.com/watch?v=dr0pAEmPGeQ&index=5&list=PLNat7hMJF_Wez6jK5YJSQTOAJgauOQiRK https://www.youtube.com/watch?v=rt29S5I8-sQ&index=6&list=PLNat7hMJF_Wez6jK5YJSQTOAJgauOQiRK https://www.youtube.com/watch?v=7C-wZz0aPVI&list=PLNat7hMJF_Wez6jK5YJSQTOAJgauOQiRK&index=7 https://www.youtube.com/watch?v=Xgo0Uqdg45g&index=8&list=PLNat7hMJF_Wez6jK5YJSQTOAJgauOQiRK | https://www.tax-aid.org/wp-content/uploads/2015/01/Tax-Aid-Income-Tax-Basics-16.pdf |
|
| Lacerte Tax Software (varies) | ✔ | ✔ | http://learn.intuit.com/learncenter.asp?id=178421&page=24 | http://learn.intuit.com/learncenter.asp?id=178421&page=24 | ||
| What’s New (Experienced Training) 4 modules (50 minutes) | ★ | ✔ | https://www.youtube.com/watch?v=XkjGXtqWMB0&list=PLNat7hMJF_Wez6jK5YJSQTOAJgauOQiRK&index=9 https://www.youtube.com/watch?v=ryq-aWvUnVU&index=10&list=PLNat7hMJF_Wez6jK5YJSQTOAJgauOQiRK https://www.youtube.com/watch?v=XxY3Ig2gXBA&list=PLNat7hMJF_Wez6jK5YJSQTOAJgauOQiRK&index=11 https://www.youtube.com/watch?v=ZPORxJ9dCqY&index=12&list=PLNat7hMJF_Wez6jK5YJSQTOAJgauOQiRK | https://www.tax-aid.org/wp-content/uploads/2015/01/Tax-Aid-Experienced-Training1.pdf | ||
| Elective: Affordable Care Act (ACA) (8 minutes) | ★ | ★ | https://www.youtube.com/watch?v=EaMPpmEC8JQ&list=PLNat7hMJF_Wez6jK5YJSQTOAJgauOQiRK&index=13 | https://www.tax-aid.org/wp-content/uploads/2015/01/ACA.pdf | ||
| Elective: Identity Theft (5 minutes) | ★ | ★ | https://www.youtube.com/watch?v=PPDPuR9Bah0&list=PLNat7hMJF_Wez6jK5YJSQTOAJgauOQiRK&index=14 | http://www.tax-aidtraining.org/assets/tax-aid---id-theft.pdf | ||
| Total Recommended Training Time | 14 minutes | Approximately 1 hours 30 minutes | Approximately 2 hours 5 minutes | Approximately 2 hours 30 minutes |