Self-Guided Online Training

Welcome to Self-Guided Online Training!

Follow the steps below to complete your online training. Please read through them carefully as they hold lots of important information.

Please note you are required to take all certification tests (instructions below) prior to attending your selected in-person Single Day training.

Step 1: Download and access IRS Publications 4012 and 6744, the VITA Volunteer Resource Guide and test booklet.

Step 2Work through the training modules. Go through the modules on the left side of this page. In the modules that require a tax return to be prepared, there are checkpoints along the way to confirm that you’ve correctly entered information into TaxSlayer. If you have any questions about the Online Training or need to change your In-Person training date, please contact freetax@uwkc.org

You can access the TaxSlayer Practice Lab here to prepare the tax returns required for Advanced Scenarios 5, 6, & 7.

Use the password “TRAINPROWEB” and create your username and password for TaxSlayer. Your username should be “first initial of first name + last name + train18”. Example: Jane Doe becomes jdoetrain18.

Step 3: Complete the Advanced Certification Test, Standards of Conduct Test, and Intake/Interview & Quality Review Test using Pub 6744 and enter your answers on our website.

Step 4: Download the Volunteer Agreement here. Complete the Volunteer section at the top of the form, sign it, then bring it to your tax site where your site manager will record that you are certified. There will be volunteer agreements available at the in-person training sessions if you don’t have access to a printer.

Any questions? Concerns? Comments?
Email us at: FreeTax@uwkc.org