STEP BY STEP GUIDE TO FREE FILE VOLUNTEER CERTIFICATION

Once you have completed your training, it is time to get certified!

All volunteers must complete the Volunteer Standards of Conduct (Ethics) training annually and pass the test. Volunteer preparers must pass the Advanced certification test. Follow the steps below to successfully pass your certification.

STEP 1: TAKE THE VOLUNTEER STANDARDS OF CONDUCT EXAM

Take the Volunteer Standards of Conduct Exam in Publication 6744 Volunteer Assistor’s Test/Retest, Pages 14 - 16 (10 questions). Use Publication 4961 as a resource.

STEP 2: TAKE THE INTAKE INTERVIEW AND QUALITY REVIEW EXAM

Take the Intake Interview and Quality Review Exam in Publication 6744 Volunteer Assistor’s Test/Retest,Pages 21-22 (10 questions). Use Pub 5101 as a resource.

STEP 3: TAKE THE ADVANCED TAX LAW EXAM

Take the Advanced Tax Law Exam in Publication 6744 Volunteer Assistor’s Test/Retest, Pages 75-115 (9 Scenarios).

• Use Pub 4012 VITA/TCE Volunteer Resource Guide as a resource.
• Use The Advanced Study Guide for help.
• Scenarios 7-9 require an Account in the TaxSlayer Practice Lab.
  1. Go to: https://vita.taxslayerpro.com/IRSTraining/en/Account/Access
  2. Enter the following password into the initial screen: TRAINPROWEB
  3. In the “Sign in” screen, click on the blue “Create Account” button.
  4. Complete using your personal information. Select “VITA” for Program Type. Leave the SIDN blank. Write down your Username and Password.
  5. Enter the information provided for Scenarios 7-9 to help you answer the questions.

STEP 4: CHECK YOUR ANSWERS

Check your answers by visiting the VITA Resources Study Guide then scroll down to the bottom of the page and select the large green check box under ADVANCED “Check and Learn”

STEP 5: CREATE A LINK AND LEARN ACCOUNT AND SUBMIT YOUR EXAM ANSWERS

Create a Link and Learn Account on the Link and Learn Certification site by clicking the white button in the top right corner.  Once you are logged into your account:

1. Submit your answers for each exam.
2. Sign your Volunteer Standards of Conduct and email it to Nicole Zeiset- nzeiset@uwpickens.org.
3. Complete your Volunteer Agreement and email it to Nicole Zeiset- nzeiset@uwpickens.org. Refer to this PDF for step-by-step instructions.

STEP 6: SIGN UP TO VOLUNTEER

Use the button below to view the Free File Volunteer Calendar and sign up for shifts!