United Way of King County Free Tax Campaign Training

United Way of King County Free Tax Campaign Training

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  • Online Training
    • Step One
    • Step Two
    • Step Three (optional)
    • Important training documents
  • Resources
    • General Resources
    • 4012- Commonly Used Pages
    • Next Steps
    • Training Resources
  • More Topics
    • Education Credits
    • Foreign Students & Scholars
    • HSA Certification
    • Site Managers

Resources

For Get Your Refund Info & Training Videos – click here

Guides:

  • App Tip Sheet
  • Consents & Questionnaire
  • EIP Card Balance Transfer
  • Intake Form- English
  • Intake Form- Spanish
  • Intake Interview Checklist
  • Intake Interview Script/Guide
  • Out-Of-Scope
  • Personal Tax Returns 2020
  • TS- Scanned Documents
  • Volunteer Guide
  • Volunteer Security Briefing
  • Volunteer Data Protection Handbook

Resource Sheets

  • Bank Routing Numbers
  • Cares Act Changes- Summary
  • EIN- Colleges
  • ITIN Guidelines
  • Next Steps
  • Recovery Rebate Credit
  • Savings Bonds
  • Self-Employed Handout
  • SSN Alternatives
  • TS- Tips
  • 4012- Commonly Used Pages

Tax Return Issues:

  • Amended Returns
  • Education Credits
  • EITC Graph
  • EITC vs CTC
  • Medicaid Waiver Payments
  • Married Filing Separately (MFS) Instructions

IRS Forms and Pubs:

  • Pub 17, Tax Guide
  • Pub 4012, Resource Guide
  • Pub 4491, Training Guide
  • Pub 4491-X, Training Supplement
  • Pub 6744, Test/Retest
  • Tax Exempt Organization Search Tool
  • VITA Tax Alerts
  • 13614-C, Intake/Interview

Important Links

Publication 6744: The Test Booklet

Publication 4012: Volunteer Resource Guide

TaxSlayer Practice Lab
PW: TRAINPROWEB

Volunteer Agreement Instructions

Advanced Certification RETEST ONLY

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