Volunteer Resources
Staff Resources
Volunteer Training
TRAINING RESOURCES
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Meet the Training Team!
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TalentLMS Training Portal Login Page
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TaxSlayer Pro Practice Lab Login
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TaxSlayer Pro Online Enhancements for 2023
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How to Log into Self-Paced Training
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How to Upload Your Volunteer Agreement to Talent LMS
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How to Sign Up for a Volunteer Shift
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How to Clock In/Out of Tax Help Shift
VOTER REGISTRAR TRAINING
Texas County VDR Training & Self-Exam
MILITARY CERTIFICATION
Depreciation Worksheet
IRS TRAINING MATERIALS
Link & Learn Taxes e-Learning
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note when switch to new URL (linklearntaxescertification.com)
Link & Learn Helpful Hints to Access your Account
VITA/TCE Training Guide - Pub 4491
Pub 4012
VITA Alert: Errors in the 6744
VITA Test/Retest - Form 6744
Filllable PDF test and retest answer sheet from Pub 6744
TRAINING VIDEOS
2024 Tax Season YouTube Playlist
Intake
Residency and ID Requirements
– 4:25
Income Eligibility
– 4:38
Clients with Self-Employment
– 7:51
Filing Status
Preparing Joint Returns for Married Couples
– 3:02
Undocumented Clients
– 2:26
Education Worksheet
Overview
– 7:40
Entering Expenses and Scholarships
– 10:12
Impact on Tax Return
– 6:39
Entering Information on TaxSlayer
Starting the Return
- 5:55
Adding Dependents
- 3:12
Form W-2
- 3:12
Form 1099-R
- 3:40
Form 1099-R using the Simplified Method
- 4:04
Social Security Income
- 4:45
1099-NEC Nonemployee Compensation
1099-DIV and 1099-INT
- 2:36
Stock Sales
- 3:19
Stock Sales - Entering Multiple Transactions on One Line
- 6:00
Form 1099-C Cancellation of Debt
- 0:54
Form W2-G Gambling Winnings
- 2:16
Form 1098-E Student Loan Interest
- 1:03
Entering Results of Education Worksheet
- 6:50
Claiming Dependent Care Expenses
- 3:38
Reconciling Premium Tax Credit using Form 1095-A
- 3:22
Finishing the Return in TaxSlayer
How to Close a Return for Tax Preparers
– 3:52
E-file and Paper Return Types
– 8:44
How to Close an In Progress Returns
– 11:35
Quality Review
How to Conduct a Quality Review
– 15:39
How to Close a Return for Quality Reviewers
– 7:08
Videos for Tax Year 2020:
2020 Refundable Credit for Sick Leave and Family Leave
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9:51
2020 Self-Employed Tax Deferral
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6:05
2020 Lookback Rule for EITC and ACTC
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5:05
2020 Recovery Rebate Credit
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5:02